Strategy first. Then the tools, if they earn their place.
We diagnose where AI fits in your business, design the workflow, and stay until your team uses it without thinking about it. The technology is the easy part. Knowing what to build, and what not to, is the work.
Intro call + written follow-up.
Pilot to first measurable result.
Pilot, fixed fee, no retainer.
Most AI consulting works backwards. They start with what AI can do and look for places to plug it in. We start with what’s costing you time, money, or sleep, and figure out whether AI is the right answer.
Sometimes it’s not. Sometimes the workflow itself is broken and AI would just speed up the mess. That’s a recommendation we make often.
When AI is the answer, we design the system around your team, not around the technology. The workflow has to be one your people can actually run, on a Tuesday, when you’re not in the room.
Pull data from the tools you already use into a place where decisions can happen. Live dashboards, threshold alerts, weekly digests, all built around your decision cycle, not ours.
See: PDF to CRM workflowMost AI consulting starts with the tool. We start with the workflow. Map who does what, where time leaks, what can be automated without breaking the human handoffs that actually matter.
See: Inquiry filter funnelAI projects fail when consultants hand off and leave. We don’t. We stay through rollout until your team runs the system without thinking about it.
See: Customer question routerA compass, not a line. Measure feeds back into Diagnose — that’s why our engagements compound.
Three patterns we see across SMBs that AI consistently handles well. If any of these are eating hours in your business, that’s likely where we’d start.
Most service businesses lose 30% of inquiry time to triage. AI handles the filtering. Your team only sees the leads worth a discovery call.
If your team types data from PDFs into systems, that’s the first thing to automate. AI reads, extracts, drops the fields into your CRM. Hours to minutes, and the typos disappear.
Eighty percent of customer questions are versions of fifteen common ones. AI handles those instantly. The rest get routed to your team with full context pulled.
Yes, we’re an AI consulting firm telling you to be skeptical of AI. It won’t replace your judgment, and it won’t fix a broken process. It’ll just make the brokenness faster. Here’s where we land best.
Good fit
Not our thing
We don’t bill by the hour. Every engagement is scoped, priced, and delivered as a fixed project. Most clients land in Pilot: one workflow, thirty days, a measurable result before you commit to more.
A focused diagnostic. We map your workflows, find where AI fits (and where it doesn’t), and deliver a prioritized roadmap you keep. Paid because it has real value; free intro call before you commit.
What’s included
One workflow, scoped from discovery, built and deployed inside your team. The fastest path from “we should try AI” to a measurable result.
Everything in Discovery, plus
Two or three connected workflows, scaled across teams. For when the pilot proved it out and you want to roll the model out properly.
Everything in Pilot, plus
The honest part
If AI isn’t the answer, we’ll tell you. That’s the part most consultants skip.
Wargo & Wolford · strategy first, then the tools
Tell us about your business. We’ll diagnose what’s eating the most time. If AI is the answer, we’ll quote a 30-day pilot. If it isn’t, we’ll tell you what is.