Custom AI Assistants
Your team answers the same questions, writes the same documents, and makes the same decisions every week. We build purpose-built assistants that handle the heavy lifting — so your people can focus on the work that actually moves the needle.
What We Build
Assistants Trained on Your Business
These aren't generic chatbots. They're role-specific AI "coworkers" trained on your processes, templates, and institutional knowledge — designed to help your people think, write, and make decisions faster on one clearly defined recurring job.
Starting at $2,500
Custom Assistants
A single-purpose chat assistant trained on your processes and knowledge, focused on one clear, repeatable task. Your team interacts with it like a knowledgeable coworker who's always available and always on-brand.
Examples:
| Name | What it does | Why it matters |
|---|---|---|
| Sales & Qualification Assistant | Trained on your services, pricing rules, past projects, and ideal client profile. Helps reps navigate discovery conversations, qualify leads, and answer prospect questions consistently. | Keeps every rep working from the same playbook. Accelerates new rep onboarding. Reduces inconsistent answers that undermine credibility. |
| Change Order & Scope Advisor | Trained on your contract language, change order policies, and past project decisions. Helps PMs assess whether a request is in or out of scope and surface the right language. | Reduces margin leakage from undocumented scope creep. Helps less experienced PMs handle scope conversations with confidence. |
| Client Onboarding Guide | Trained on your onboarding process, common first-90-days questions, and internal handoff checklists. Helps account managers guide new clients without reinventing the wheel. | Delivers a more consistent client experience. Reduces things that fall through the cracks during kickoff. |
| RFP & Bid Intake Advisor | Reads incoming RFPs and bid documents and surfaces key requirements, deadlines, scope items, and risk flags — organized the way your team needs to make a bid decision. | Turns a 2–3 hour read into a 15-minute review. Reduces the chance of missing something critical buried in a long document. |
| Internal Process & Procedure Assistant | Trained on your SOPs, past decisions, and policy documents. Answers "how do we handle X?" for staff without requiring a senior person to stop what they're doing. | Cuts new hire ramp time significantly. Keeps the team operating consistently as you grow. |
| Marketing Content Assistant | Trained on your brand voice, service descriptions, past campaigns, and messaging guidelines. Helps staff generate on-brand content for proposals, social posts, and outreach. | Eliminates inconsistent brand voice. Speeds up content production. Reduces dependence on a single person who "knows how we sound." |
| Competitive & Market Research Assistant | Monitors competitor websites, industry news, or market signals on a schedule and delivers a plain-language summary of what changed and what's worth paying attention to. | Gives small teams enterprise-level market awareness without dedicated research time. |
Starting at $4,000
Generative Document Assistants
Assistants that fill in or assemble structured documents — proposals, reports, change orders, onboarding packets, presentations — from simple inputs using your existing templates. Output can include Word, PDF, Google Docs, spreadsheets, or slide decks depending on your workflow.
Examples:
| Name | What it does | Why it matters |
|---|---|---|
| Proposal & SOW Generator | Takes notes from a discovery call, a short intake form, or a past email thread and assembles a draft proposal using your template — including standard scope language, pricing structure, and terms. | Cuts proposal turnaround from days to hours. Ensures standard language and required sections are included every time. Frees senior people from repetitive first-draft work. |
| Change Order Generator | Takes a scope change description — from an email, meeting note, or voice summary — and produces a formatted change order with scope description, pricing, timeline impact, and contract language. | Eliminates the delay between a client request and a documented change order. Protects margin on every project. |
| Project Status Report Builder | Takes brief notes or bullet points from a PM and assembles a formatted, client-facing status report using your standard template — progress summary, open items, next steps, and risk flags. | Saves 1–2 hours per report, per project. Removes the friction that causes reports to go out late or not at all. |
| Meeting Notes to Action Plan | Takes raw meeting notes, a transcript, or a rough summary and produces decisions made, action items with owners and due dates, and open questions — in your standard format, ready to share. | Eliminates the post-meeting documentation bottleneck. Ensures follow-through by making ownership explicit. |
| Bid Package & RFP Extractor | Takes a lengthy RFP or bid package and produces a structured extraction — key requirements, scope items, exclusions, deadlines, and risk flags — ready for a bid/no-bid decision or estimate kickoff. | Turns a multi-hour read into a 15-minute review. Helps junior staff contribute meaningfully to bid review. |
| Deliverable & Report Formatter | Takes rough internal findings, data, or notes and assembles them into a polished, client-facing deliverable using your branded template — audit reports, assessment summaries, project close-outs. | Reduces time between "we have the information" and "we can send this to the client." Enforces consistency regardless of who assembled the content. |
Know which task is eating your team's time?
That's the best place to start. Tell us about the work your team does over and over — we'll tell you what an assistant can take off their plate.