Practical AI for small business

Small team. Big lift.

We find the work that eats your week, show you exactly where AI pays for itself, then build the tools and train your team to use them. No jargon, no long contracts.

Plain-English adviceWorks with tools you already useYou own everything we build
What we build

AI tools for the jobs nobody has time for

Every business is different, so we start with how yours runs. These are the projects small businesses ask us for most.

AI receptionist

Answers calls and website chats 24/7, books appointments, and sends you a summary. Never miss a lead after hours again.

Custom build only

Inbox assistant

Sorts email, drafts replies in your voice, and flags what needs you. You approve, it sends.

Quotes & invoices

Turns notes, photos or a quick voice memo into a clean quote or invoice, ready to send.

Paperwork & data entry

Reads forms, receipts and PDFs and puts the information where it belongs, in your existing software.

Reviews & follow-ups

Asks every customer for a review, drafts responses, and follows up with leads who went quiet.

Your own business assistant

A private AI set up with your price lists, policies and how-tos, so your team gets answers without asking you.

Don't see your headache here? That's what the free call is for.

AI kits

AI that plugs into your business and runs on its own.

Each kit connects Claude or ChatGPT to your email, calendar, Google Drive and QuickBooks, then runs daily routines for you: sorting the inbox, drafting replies, building quotes, chasing invoices, logging receipts. A Setup Wizard walks you through every connection in about 30 minutes.

  1. Buy and downloadYour kit downloads right after checkout.
  2. Paste the Setup WizardIt connects your apps, tests each one, and builds your files with you.
  3. It runs on its ownDaily routines draft replies, quotes and reports, ready for your OK.

AI Office Manager

Runs the front office: briefings, scheduling, staff answers.

  • Weekday morning briefing from your calendar and inbox
  • Books appointments into your calendar after your OK
  • Staff get instant answers from your handbook

Connects toGmail or Outlook · Google Calendar · Google Drive

AI Inbox Manager

Sorts your inbox and writes the replies for you to approve.

  • Sweeps your inbox twice a day and flags scams
  • Replies drafted in your voice, waiting in Drafts
  • Tracks who hasn't answered you

Connects toGmail or Outlook · Google Calendar · Google Drive

AI Quote & Invoice Manager

Job notes in, accurate quotes and invoices out, and nothing left unpaid.

  • Accurate quotes from your own price list
  • Draft estimates and invoices in QuickBooks (optional)
  • Finds new requests and chases overdue invoices

Connects toGmail or Outlook · Google Drive · QuickBooks · Calendar

AI Bookkeeping Assistant

Finds every receipt and bill, logs it, and keeps the books tidy.

  • Finds receipts and bills in your email every week
  • Categorized rows, duplicates and errors flagged
  • Bills-due list and a month-end summary for your bookkeeper

Connects toGmail or Outlook · Google Drive · Calendar

AI Review & Follow‑up Manager

More 5-star reviews and fewer quotes that go quiet, on autopilot.

  • Review requests drafted for yesterday's customers
  • Day 2, 5 and 10 follow-ups on quiet quotes
  • Drafted replies to every new Google review

Connects toGmail or Outlook · Google Calendar · Google Drive · HubSpot

Best value

All five kits

Your whole back office, connected: inbox, schedule, quotes, books and reviews.

  • All 5 kits, each with its own Setup Wizard
  • Share one "Lever & Logic" Drive folder
  • Suggested setup order included
  • Free updates to version 2
$500 save $250Buy all five

Every kit includes

  • Setup WizardGuides each connection step by step and tests it live.
  • Operating instructionsThe tool's brain, for a Claude or ChatGPT project.
  • 3 automatic routinesReady-to-run schedules, filled in for your business.
  • Claude SkillInstall once and use it in every Claude chat.
  • Templates and prompt librarySpreadsheets that do the math, and 12 ready requests.
  • Start Here guide3 pages, with what each AI plan unlocks.

What you need: Claude or ChatGPT. Claude connects your apps even on its free plan; the automatic routines need Claude Pro or ChatGPT Plus (about $20/month). QuickBooks features need US QuickBooks Online.

You stay in control: every email is a draft until you send it, and it asks before booking, invoicing or changing anything. Your data stays in your own accounts.

Want an AI receptionist? That one needs a phone system, so we build it for you.

How it works

Assess. Map. Build.

Three steps, in plain English, with a clear price at each stage. You can stop after any step.

Step 1 · Assess

AI Opportunity Assessment

We spend time with you and your team to see how the business actually runs, from the phones to the paperwork.

  • Walkthrough on site or by video
  • Short interviews with your team
  • Review of the tools you already pay for
Step 2 · Map

Leverage Map

A short, plain-English report that ranks every opportunity by time saved, cost and difficulty.

  • Your top three quick wins
  • Estimated hours and dollars saved
  • A clear price for each build
Step 3 · Build

Build & Support

We build the tools, connect them to your systems, train your team, and stay on call while it settles in.

  • Built around your existing software
  • Hands-on training for your staff
  • Ongoing tune-ups as you grow
Pricing

Clear prices. No surprises.

Start small. Most clients begin with the assessment and one quick win.

Start here

Discovery call

Free

30 minutes to talk through your business and where AI might help.

  • No obligation
  • Honest answer if AI isn't a fit
Book a call
Most popular

Assessment + Leverage Map

$750

The full Assess and Map steps, delivered in about two weeks.

  • On-site or video walkthrough
  • Ranked opportunity report
  • Fee credited toward your first build
Get started
Build

Custom AI tool

$2,500 +

One tool built, connected and handed over, with team training.

  • Fixed quote before we start
  • You own what we build
  • 30 days of support included
Ask about a build
Support

Ongoing care

$300 / month

For custom builds: monitoring, updates and improvements as your business changes.

  • Priority help when you need it
  • Monthly check-in
  • Cancel anytime
Learn more

Software subscriptions some tools need (for example a phone line or an AI service account) are billed at cost, and we tell you about them up front. Prefer to do it yourself? AI kits are $150 each, or $500 for all five.

Who we help

Built for businesses with 2 to 50 people

If you're the owner, the manager and the IT department all at once, you're who we work for.

Contractors & tradesMedical & dental officesSalons & spasProperty managersLaw & accounting firmsRetail & local shopsHome servicesSecurity & staffing
Plain English, always

You'll never need to learn a single tech term to work with us.

Only what pays for itself

If a tool won't save more than it costs, we'll tell you and skip it.

You own it

Accounts, data and tools are set up in your name, not locked to us.

Your team, trained

We stay until your people are comfortable using what we built.

Questions

Common questions

Do I need to be good with technology?

No. We handle the technical side. You tell us how your business works and what frustrates you, and we translate that into tools that fit how you already work.

Will AI replace my employees?

That's not our goal. We take repetitive tasks off your team's plate so they can spend more time with customers and on the work that needs a person.

Is my customer data safe?

We use business-grade AI services that don't train on your data, set accounts up in your name, and only connect what each tool needs. We walk you through exactly where your information goes before anything is built.

What software do you work with?

Most of the tools small businesses already use: Google Workspace, Microsoft 365, QuickBooks, popular scheduling and CRM systems, phone systems, and your website. If we can't connect to something, we'll say so in the Leverage Map.

What's the difference between an AI kit and a custom build?

An AI kit is a ready-made tool you set up yourself in about 30 minutes: a Setup Wizard connects Claude or ChatGPT to your email, calendar, Google Drive and QuickBooks, then turns on daily routines. A custom build is designed around your business and we do all the work, including tools a kit can't cover, like an AI receptionist on your phone line.

What do I need to use an AI kit?

A Claude or ChatGPT account. Claude can connect to Gmail, Google Calendar and Google Drive even on its free plan. The automatic daily routines need Claude Pro or ChatGPT Plus, about $20 a month, paid to them, not us. QuickBooks features need US QuickBooks Online. There's no monthly fee from Lever & Logic.

Will it send emails or change things without me?

No. Every email it writes waits in your Drafts folder until you send it. It asks before booking a calendar event, creating an estimate or invoice, or changing a file, and it never deletes anything. Suspicious emails get flagged instead of acted on.

What if I get stuck?

The Setup Wizard explains every click and tests each connection as you go. Later, if something stops working, just tell your tool "health check" and it finds the problem. You can also email lever.logicai@gmail.com, or have us set it up for you.

How long does it take to see results?

The assessment and Leverage Map take about two weeks. Most single tools are built and running within two to four weeks after that.

Get in touch

Let's find your leverage.

Book a free 30-minute call. Tell us a little about your business and we'll come prepared with ideas.

Emaillever.logicai@gmail.com

Phone(555) 555-0123

We reply within one business day.