AI Integration Services for Small Business — Built to Deliver ROI

Every QP engagement is scoped to your specific situation, grounded in measurable outcomes, and documented clearly — from first assessment to full deployment.

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01

AI Readiness Assessment

Before we recommend anything, we need to understand your actual situation. The AI Readiness Assessment is a structured audit of your workflows, data environment, and team capacity. You leave with a clear picture of where AI creates real value, what it will realistically cost, and what to prioritize first.

This isn't a generic survey. It's a working session grounded in your operations — designed to produce a decision-ready output, not a glossy PDF full of buzzwords.

What's Included
Workflow mapping and gap analysis across your key business functions
Data quality and accessibility evaluation
Team readiness and change management assessment
Prioritized opportunity map with ROI estimates
Written report with implementation recommendations and next steps

Assessment Deliverables

1
Kickoff & Discovery Session

Working session with key stakeholders to map current workflows and pain points.

2
Data & Systems Audit

Review of your data environment, existing tools, and integration landscape.

3
Opportunity Scoring

Each identified AI use case is scored on ROI potential, implementation complexity, and strategic fit.

4
Readiness Report & Briefing

Written report delivered with a live readout session and Q&A.

02

AI Implementation

This is where the work happens. We design and deploy custom AI workflows and agents that plug directly into your existing tools and processes. No rip-and-replace. No months-long change management projects. Functional systems, typically within 60 days.

Every implementation is documented with the rigor of a CQV engineering project — because undocumented systems break silently, and that's not acceptable.

What's Included
Custom AI workflow design tailored to your specific use cases
Agent development and deployment (Claude, OpenAI, or best-fit platform)
Integration with your existing tools (CRM, ERP, email, project management)
Standard Operating Procedures (SOPs) for every workflow built
Team training and handoff documentation
30-day post-launch support window

Implementation Phases

W1
Design & Architecture

Finalize workflow architecture, select tools, and agree on success metrics before a line of code is written.

W3
Build & Integration

Develop agents and workflows, integrate with existing systems, and run internal testing.

W6
Pilot Launch

Controlled rollout with a small user group to validate performance against defined benchmarks.

W8
Full Deployment & Handoff

Full rollout with documentation, SOPs, team training, and 30-day support window.

03

Optimization & Measurement

Deployment is not the finish line. AI systems drift, business needs change, and new opportunities emerge. This engagement is structured around regular performance reviews, documented ROI tracking, and continuous tuning of what's already live.

We define success criteria before work starts. Every review is benchmarked against those criteria. If something isn't performing, we fix it — not next quarter, now.

What's Included
Monthly performance reviews against defined KPIs
ROI documentation and reporting for internal stakeholders
System tuning and prompt/workflow optimization
Identification of next-phase expansion opportunities
Vendor and platform monitoring — we track what changes so you don't have to

What We Measure

Time saved per workflowPrimary KPI
Error rate reductionTracked monthly
Cost per outputBenchmarked
User adoption rateReviewed quarterly

Specific KPIs are defined during scoping. The above are examples — every engagement has its own baseline and targets.

04

Managed AI Retainer

For businesses that want fractional AI leadership on an ongoing basis. This is not a support plan — it's a structured partnership where QP acts as your embedded AI function. Strategy, system maintenance, vendor management, and continuous improvement, all included.

The right choice if you're scaling your AI investment and need consistent oversight without adding a full-time hire.

What's Included
Dedicated monthly strategy sessions and priority check-ins
System maintenance, monitoring, and issue resolution
New use case identification and scoping
Vendor and platform evaluation — we track the market so you can act on it
Executive-ready ROI reporting on a quarterly basis
Priority access for new implementation work at retainer rates

What Ongoing Partnership Looks Like

Monthly Strategy Call

Review performance, prioritize next initiatives, address questions.

Continuous Monitoring

Active systems are watched. Issues get caught before they affect operations.

Quarterly ROI Reports

Clean, executive-ready documentation of what AI is delivering.

Pricing That Scales With Your Situation

QP's rates reflect industry benchmarks for specialized AI integration consulting. Pricing is always a conversation — it scales with scope, complexity, and what the engagement needs to deliver.

AI Readiness Assessment
Starting at $5,000
Right-sized for the scope of your business. Standalone or credits toward implementation.
Workflow & data audit
Opportunity scoring
Written readiness report
Live briefing & Q&A
Get Started
Managed AI Retainer
Starting at $3,500 / month
Ongoing fractional AI leadership. Pricing depends on scope and hours committed monthly.
Monthly strategy sessions
System monitoring & maintenance
Quarterly ROI reporting
Priority implementation access
Let's Talk

Hourly advisory available at $200–$250/hr for scoped consulting needs. All pricing is a starting point — let's talk about what fits your situation.

Vertical Depth Where It Matters

QP serves SMBs across any industry. For the sectors below, we bring specific domain knowledge that makes implementations faster and more accurate from day one.

MEP & AEC Firms

Mechanical, electrical, plumbing, architecture, engineering, and construction firms deal with complex documentation requirements, project coordination overhead, and significant compliance demands. AI delivers measurable value in document generation, RFI management, specification review, and project status reporting.

Healthcare & Pharma

Greg's CQV engineering background — built in pharmaceutical manufacturing — translates directly to regulated healthcare and life sciences environments. We understand IQ/OQ/PQ validation frameworks, HIPAA data handling requirements, and the documentation standards that regulated industries require before any system goes live.

Financial Services

Community banks, credit unions, RIAs, and wealth management firms face a distinctive challenge: significant operational complexity in a compliance-sensitive environment. We focus on AI use cases that improve efficiency in client communication, document review, and internal reporting — without creating regulatory risk.

SMBs — Any Industry

20–500 employees. $5M–$200M revenue. Any sector. If your business has workflows, we can find where AI saves time, reduces errors, or creates new capacity. The assessment process works regardless of industry — we've built it to be adaptable without being generic.

Non-Profit

Nonprofits face a familiar challenge: complex operations, lean staff, and constant pressure to demonstrate impact. AI delivers measurable value in grant reporting, volunteer coordination, donor communication, and program outcome tracking — without adding headcount. We understand budget constraints and build accordingly.

Common Questions

No. The vast majority of our clients are business owners and operations leaders, not technical people. Our job is to translate AI into plain language, fit it to your actual workflows, and handle the technical complexity on our end.

An AI Readiness Assessment typically takes 2–3 weeks. A full implementation runs 6–12 weeks depending on scope and complexity. We build a clear timeline before any engagement starts so there are no surprises.

We're platform-agnostic and choose tools based on your specific needs and budget. We work with Anthropic Claude, OpenAI, Microsoft Copilot, Google Workspace AI, and a range of automation platforms including Make, Zapier, and n8n. We don't have vendor incentives — we recommend what's right for your situation.

The assessment process is designed to surface this. If the numbers don't support implementation, we'll say so — clearly. We're not in the business of selling AI for its own sake. If the ROI isn't there, the honest answer is to wait or redirect the investment.

Every engagement begins with a signed NDA. All work follows applicable data privacy requirements (HIPAA for healthcare clients, GDPR/CCPA where relevant). We document our data handling practices as part of every implementation and can provide documentation of our security approach on request.

Ready to See What AI Can Actually Do for Your Business?

Start with a free 30-minute discovery call. No pitch. No commitment. Just an honest conversation about where AI fits your situation.