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AI Consulting for Small Business

Full Swing Consulting combines financial expertise with practical AI implementation — a rare combination. Many AI consultants understand the technology but not the business. We understand both. Our background in finance, strategy, and operations ensures that the AI solutions we build don’t just look impressive — they actually save you time, strengthen your processes, and improve profitability.

With Full Swing Consulting, you get:

✔ AI that fits your business, not generic tools
✔ Workflow automation that eliminates manual tasks
✔ Improved cash flow and reporting through smart, automated systems
✔ Custom AI assistants for communication, quoting, scheduling, and daily operations
✔ Implementation and training, so your team knows exactly how to use your tools
✔ Ongoing support as your business evolves

Our goal is simple:
Give small business owners more time, more clarity, and more efficiency — without adding staff or complexity.

1 

AI Quick-Start

This package introduces simple, practical AI tools that immediately reduce administrative workloads and streamline everyday tasks.

Includes:

  • AI needs assessment (15–30 min)

  • Setup of 2–3 basic AI tools (email assistant, document generator, task organizer, etc.)

  • Simple workflow automation (summaries, templates, responses)

  • Basic training on how to use each tool

  • 7 days of post-setup support

Ideal for: Solo operators, contractors, local service providers, or any business wanting fast, easy efficiency upgrades

2

Workflow Automation Package

Built for businesses ready to automate manual processes and reduce time spent on repetitive tasks.
This package focuses on improving operational efficiency, customer communication, and financial organization with targeted automation.

Includes:

  • Full workflow analysis

  • Setup of 4–8 automations such as:
    • Automated customer follow-up
    • Quote/estimate generation
    • Reporting automation
    • Invoice reminders
    • CRM integration
    • Email routing + classification

  • Custom prompt libraries for internal use

  • 30 days of support, adjustments, and refinements

Ideal for: Small teams with heavy administrative workloads or growing businesses needing internal structure.

3

Business Systems Optimization

A deeper integration of AI into your financial, operational, and customer-facing systems.
This package connects your existing platforms (CRM, accounting software, scheduling tools, etc.) with AI to eliminate manual steps and create seamless automation.

Includes:

  • Full systems + operations review

  • Buildout of multi-step automations (lead → quote → invoice → follow-up)

  • Financial report automation + KPI dashboards

  • Smart routing for communication (email → system → task)

  • AI assistants for scheduling, client questions, and document creation

  • Internal team training session

  • 60 days of ongoing support

Ideal for: Businesses with multiple software tools, growing staff, and owners seeking better visibility and smoother operations.

4

Full AI Transformation & Monthly Support

Your business’s long-term AI partner.
This ongoing retainer provides continuous optimization, support, and AI strategy — transforming your operations and decision-making capabilities month after month.

Includes:

  • Monthly AI strategy planning

  • Unlimited updates to AI workflows

  • Creation of advanced custom tools (industry-specific assistants, chatbots, smart forecasting systems, etc.)

  • Automated task and project management structures

  • AI-driven financial + operational insights

  • Team training and onboarding for new employees

  • Priority support and custom-built enhancements

Ideal for: Businesses looking for long-term leadership, operational transformation, ongoing automation, and scalable efficiency.

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