AI setup
AI set up properly in your small business, with guardrails
No tech skills needed. I set up AI around how your business runs, keep private data out, and train your staff until it sticks.
- 1You askOr a lead comes in.
- 2AI draftsA reply, quote or brief.
- 3You approveRead it, fix it, OK it.
- 4It goes outOnly after your OK.
Who it's for
Owners who want it working, not explained
- Small business owners anywhere in the U.S.
- No IT person needed.
- Staff buried in email, invoices, quotes and follow-up.
- Security companies too. I ran one.
Not a fit: custom software or big IT rollouts.
What's included
What you get
- Workflow audit. How work moves through your office.
- Setup. Connected to your email, calendar and current software.
- Guardrails. Access limits and your sign-off on sends, payments and deletes.
- Training. Hands-on, on your real work.
- Follow-up check-in after go-live.
How it works
Five steps
Intro call
What eats your week, and whether AI fits.
Audit
We pick the first 1–3 jobs.
Setup
Working systems, not a slide deck.
Training
Plain language, on your real work.
Guardrails
Clear rules and a one-page AI policy.
Guardrails
What AI does alone, and what waits for you
AI does on its own
- Sorts and flags email
- Logs new leads
- Drafts replies, quotes and briefs
- Sets follow-up reminders
Waits for your OK
- Customer replies and proposals
- Invoices and payments
- Deleting anything
- Schedule changes
Never goes in
- Passwords and access codes
- Staff files
- Private customer details
Plus a short AI-use policy and a record of what’s connected.
Questions
Common questions
Do I need to be technical?
No. I do the setup and train your staff in plain language.
Who do I actually hire?
Todd McGuire, directly. No handoff.
What tools do you use?
Whatever fits your business and budget, connected to the software you already use.