AI consulting services that end in something running.
AI consulting services should end with something running, not a slide deck. We do AI integration services: custom AI built as agents and automations inside the tools you already use, like your CRM, email and accounting software. A person on your team approves anything that goes out, and every agent is documented, so you're never locked in.
Most AI consulting for small business is a strategy deck nobody opens again.
Big AI strategy consulting engagements are built for a company with an innovation team to hand the deck to. A small business doesn't have one, so the deck sits in a shared drive somewhere, unopened after the kickoff.
We skip straight to building. The review picks the one or two agents worth building first, we build them inside tools you already run, and you're using them before the invoice for a bigger engagement would even land.
One customer request, handled.
Where the line falls between the agent and the person who still checks it.
From a new message to a logged conversation.
- Machines run it: Message read
The agent reads the new request as it comes in.
- Machines run it: Account matched
Looked up against the CRM record on file.
- Machines run it: Reply drafted
A response written from the account's history.
- People keep it: Reply approved
Someone on the team checks it before it sends.
- Machines run it: Reply sent
Delivered from the same inbox the client already uses.
- Machines run it: Conversation logged
Saved to the CRM record, no copy-paste.
Sample agents we build.
What each one connects to, what it does, and who checks its work.
| Agent | Connects to | What it does | Who checks it |
|---|---|---|---|
| Tune-up booking agent | Your scheduling software and text messaging | Finds members who haven't booked the tune-up they paid for, texts them two open times, and books the one they pick | Your office team reviews any reply that isn't a booking |
| Patient recall agent | Your patient records and text messaging | Finds patients who are overdue for a checkup, texts them two open times, and books the one they pick | Your front desk reviews any reply that isn't a booking |
| Policy renewal agent | Your policy records, email and calendar | Finds clients whose policy renews in the next 60 days, invites them to a quick review call, and puts it on the calendar | Your account manager answers any question about coverage or price |
| New customer agent | Your CRM, call notes and email | When a deal closes, writes up what the customer was promised, builds the onboarding checklist, and drafts the welcome email | Your account owner reviews the write-up and the email before anything is sent |
Not sure which one fits? Start with a process cost audit.
We look at how your team spends its time and find the tasks that cost the most hours and money. Then we tell you which one to fix first. You get a short list: what to build first, what it saves, and what to leave alone.
Book a process cost auditBuilt on the tools you already run.
We pick the model and the platform that fit. You own every account.
- OpenAI
- Anthropic Claude
- Microsoft Copilot
- Zapier
- Make
- n8n
- HubSpot
What this isn't.
Plain answers to the things owners worry about most.
Questions about AI consulting and integration.
What is AI consulting?
AI consulting is figuring out which parts of your work an AI agent should run, what a person still needs to check, and which tool fits. We do it as a fixed-scope review, not an open-ended retainer.
What does AI integration mean for a small business?
It means agents and automations built inside the tools you already pay for, like your CRM or email, instead of a separate AI implementation services project layered on top.
Are AI agents safe to use with customer data?
Every agent runs on tools you already control, and its data use is written down: what it reads, where it's stored, and who checks it. Nothing goes into a personal AI account.
What's the difference between AI consulting and AI development?
AI development builds a new product from scratch. We do AI consulting and integration: agents and connections inside the software you already run. If you need a new product built, a product studio is the better fit.
What does it cost?
The review is a fixed fee, quoted before we start. Each build is fixed scope, usually 4 to 10 weeks, priced before any work begins.
Keep reading.
- AI automationBusywork taken off your team, one automation at a time.
- AI policy templateA one-page policy you can adopt this week.
- Intake and schedulingAfter-hours answering, missed-call text back, booking and first replies.
- Invoicing and documentsInvoices, receivables, quotes, data entry and document processing.
Start with a two-week review.
Fixed price. At the end, you get a ranked plan: what to fix first, what it saves you, and what it protects.
Prefer email? Write to hello@satsumahq.com
A 30, 45 or 60 minute call on Google Meet. You pick the time.