What We Offer

Use AI to Save Time, Increase Profit, and Grow Faster

AI is only valuable when it’s applied to real workflows—sales follow-up, quoting, customer support, reporting, marketing execution, and team productivity.

We help businesses choose the right AI tools, implement them properly, and train teams to use them confidently—so you get measurable improvements in efficiency and revenue.

Choose a path below (or combine them):

  • Make your systems faster, cleaner, and more profitable—without adding headcount.

    If your team is juggling spreadsheets, manual follow-ups, messy inboxes, and inconsistent processes, this is for you. We implement practical AI workflows across the tools you already use (or help you select better ones), then train your team so it sticks.

  • Practical AI training that helps your team work smarter immediately.

    A lot of “AI training” is theory. Ours is hands-on and tailored to your business, so your team leaves with real prompts, templates, workflows, and confidence.

    Whether you’re starting from scratch or trying to standardize how your team uses AI, our packages give you a clear path.

  • Look professional online and publish consistently—without losing your weekends.

    If your website is outdated, your message isn’t clear, or marketing is inconsistent, we can help you build a modern web presence and publish content that attracts leads. We use AI to move faster, but everything is guided by strategy and polished for quality.

Not Sure Which Service Fits?

Most clients combine two of these:

Implementation + Training

(so tools get installed and adopted)

Website + Content

(so you look credible and stay visible)

Get Recommendations

AI Training

(so your team produces more content in less time)

Tell us your goals and we’ll recommend the best starting point.

How We Work

We keep things simple and focused on outcomes.

  1. Discover – clarify goals, bottlenecks, and current systems

  2. Plan – map your workflows and define what “success” looks like

  3. Implement – configure tools, build workflows, and create templates

  4. Train – hands-on training for the people who will actually use it

  5. Optimize – refine based on feedback, usage, and results

Who We Help

Our services are a strong fit for businesses that want to:

  • Improve sales consistency and follow-up

  • Reduce admin load and manual reporting

  • Make CRM and communication tools actually work together

  • Publish better marketing content more consistently

  • Build a website that converts visitors into leads

Industries we often support include service businesses, B2B providers, trades, local businesses, agencies, and growing teams.

Frequently Asked Questions

Do you replace my team with AI?

No—our focus is using AI to remove low-value work so your team can spend more time selling, serving customers, and improving operations.

Can you work with the tools we already use?

Usually, yes. We commonly work with tools like Google Workspace, CRMs (e.g., Pipedrive, HubSpot, etc), and calling systems (e.g., JustCall)—and we can recommend alternatives if needed.

Is this secure?

We’ll help you put basic guardrails in place (access controls, approved use cases, and quality checks) so AI is used responsibly inside your business.

Will this actually improve results?

AI works when it’s applied to specific workflows (like follow-up speed, lead tracking, quoting, content production). That’s why we focus on implementation + training, not generic advice.

  • “Applied AI Partners helped us tighten up our follow-up and clean up how leads and renewals are tracked. Our CRM finally reflects what’s actually happening in the agency, and our producers are spending more time selling instead of chasing notes and emails.”

    Agency Owner, Independent Insurance Agency

  • “From an operations standpoint, this was a game changer. They helped us streamline workflows, automate documentation, and reduce the amount of manual work our team was doing after every call. Our processes are clearer, faster, and far more consistent.”

    Office Manager, Multi-Location Insurance Agency

  • “Before this, a lot of our time was spent retyping notes, searching for information, and following up manually. The AI tools and training made our day-to-day work easier and helped us respond to clients faster without feeling overwhelmed.”

    Senior CSR, Sandpoint, ID Agency

Ready to Get More Done With Less Effort?

If you want to improve efficiency, tighten up sales execution, or finally get consistent with marketing, we’ll help you build a practical plan.