A half-day that installs an AI operating capability inside your business — run by a consultancy that runs itself this way.
Most AI training teaches your team to chat with a bot. This session installs something different: AI assistants that work in your files, remember durably, and run delegated jobs with rules you set. Your leadership team leaves with the capability working — plus a ranked map of where AI moves your numbers, priced in your own hours and dollars.
What your team leaves with
- A configured AI workspace per executive — durable memory, a master prompt the AI interviewed you to write, a living to-do ledger
- One working agent with a defined purpose, identity, and rules, built live on a real workflow of yours
- Your top-3 AI opportunities, each with an owner, an approval gate, and a 30-day measure
- A written opportunity report with a 90-day roadmap — and 2–4 quick wins you can act on the same week
- An AI Use Policy skeleton your firm can adopt Monday
- The Day-30 Review: a scheduled call where we look at real results and decide — stop, standardize, or expand
How it works
- Intake (free, 30 min) — your ambitions, your workflows, where your data lives
- Desk review — we study your systems and workflows before we arrive; you receive a one-page Pre-Read of the five places we believe AI moves your numbers
- The half-day (4 hours, your office or remote) — executive frame · your AI workspace · the agent build · the diagnostic · scaling up · commitments
- The report (within 5 business days) — the full opportunity map and roadmap
- The Day-30 Review — included
Built for owner-led businesses
Designed for firms of roughly 10–50 employees: the owner plus two to six leaders, ideally including your operations lead. No technical background required — if you can describe your business, you can do everything in this session.
The price is on the page
C$3,500, all-inclusive — discovery, the half-day session, the written report, and the Day-30 Review. And an honest commitment: every roadmap we deliver carries kill criteria. If an experiment isn’t working at day 30, we will tell you to stop.
Why Automation Experts
- We run our own firm this way. The methods in this session — agents, ledgers, approval gates — are the ones we operate on daily.
- Your workflows, your numbers. Over a decade of business automation across CRM, integrations, and process work; the diagnostic is priced in your hours, not industry benchmarks.
- A price on the page. No “contact us for pricing.”
Led personally by Joseph Valenti — 10 years of business automation, 10+ years of CRM consulting, and two years of hands-on work with AI systems. Beaconsfield, Québec. Sessions delivered in English or French.
Common questions
Do we need technical people in the room? No. This session is for the people who run the business.
What do we need to prepare? About 20 minutes per attendee — an AI account, one app install, and one recurring task in mind. We send exact instructions.
What happens to our data? That question is a module of the session. You’ll leave with a data traffic-light your whole firm can use — and nothing sensitive is used in the room.
Prefer email? joe@automation-experts.ai · 514-500-0411