Services
Where AI helps, and what you get.
Each service is set up around how your team already works, documented in plain language, and taught to the people who use it.
01
Client Follow-Up
Drafted follow-ups, reminders, and check-ins so no one falls through the cracks.
What's included
- Follow-up templates written in your voice
- Reminder and task triggers tied to your calendar or CRM
- A review step before anything is sent
Example outcomes
- Fewer missed callbacks
- Faster replies after meetings and events
02
Client Onboarding
Consistent welcome steps, intake forms, and first-week checklists.
What's included
- Intake form cleanup and summaries
- Welcome sequence drafts
- Onboarding checklist your staff can follow
Example outcomes
- Every new client gets the same clear start
- Less back-and-forth for missing information
03
Content Workflows
Newsletters, social posts, and program updates drafted faster, reviewed by people.
What's included
- Prompt library matched to your tone
- Drafting and editing workflow
- Simple approval process
Example outcomes
- Regular communication without the scramble
- Content that still sounds like you
04
Internal Knowledge Assistant
A searchable helper built from your own policies, guides, and FAQs.
What's included
- Document gathering and cleanup
- Assistant setup using approved sources only
- Guidance on what it should and should not answer
Example outcomes
- Staff find answers without interrupting others
- Faster training for new team members
05
Admin Cleanup and Automation
Repetitive data entry, file sorting, and handoffs, simplified.
What's included
- Review of recurring admin tasks
- Automations between tools you already use
- Written steps for each automation
Example outcomes
- Hours back each week
- Fewer copy-and-paste errors
06
Documentation and Reporting
Meeting notes, grant reports, and summaries pulled together from what you already have.
What's included
- Meeting note and summary workflows
- Report outlines and data pulls
- Templates for recurring reports
Example outcomes
- Reports ready sooner
- Clear records of decisions and next steps
Not sure where to start?
A Checkup sorts it out. We will tell you which of these will save the most time for your team.