AI strategy & implementation for SMBs  /  Est. 2025

A working AI pilot on your data in 2 weeks. Production in 30 days.

We embed into your business, diagnose the one AI opportunity worth building, and ship it. Real builds in your industry — not slideware, not vendor lock-in. Start with a free hour.

Get a pilot for your business Or book a free 1-hour diagnosis ↓
Diagnosis
1 hr · free
Working pilot
1–2 weeks
Engagements
From $5,000
Continuity
$200/mo
01 / Fit

We're direct about who this is for.

Book the free consult because it's the right call — not because the page convinced you. Five honest signals about whether we're a fit, plus what your existing stack looks like in our system.

✓ This is for you
01You're a SMB or industry operator — $1M–$50M revenue, a specific operational or revenue problem worth solving with AI.
02You have data somewhere. Excel, CRM, QuickBooks, a custom industry system — we meet your stack where it is, not where we wish it were.
03You can describe the pain but you're not sure which fix is worth building first — that's exactly what the free consult is for.
04You want a solution that understands your industry — we embed into the way your business actually works, not generic productivity AI.
05You want a team that ships a working pilot in two weeks and a production system in 30 days — not a six-month deck factory.
✦ Works with your stack

We don't ask you to migrate, replace, or rebuild. We integrate cleanly into whatever you already run — a single Excel workbook or a full enterprise data platform.

stack.connect — environment scan
SCANNING
Not sure you're a fit? Book the free 1-hour consult — you leave with a diagnosis of your #1 AI opportunity and a four-tier offer. Zero commitment to proceed.
02 / Proof

The AI that sits in the room.

Atlas, our AI Meeting Buddy, joins every free consult. Timestamps, transcription, and real-time interjections — your #1 pain point gets diagnosed while you describe it, not after.

Live demo
Atlas
AI
Meeting Buddy
Connected
◷ 00:00
Live
◉ Atlas idle
≡ 0 Segments
⚠ 0 Pain Points
💡 0 Ideas
⚭ 0 Connections
≡ Transcript
0 segments
⚠ Pain Points (0)
💡 Ideas (0)
✦ Ask Atlas 0 messages
Atlas is listening to the meeting…
Ask Atlas anything… ➤

Full demo — Pain Points, Ideas, and Connection Insights — best on a wider screen.

This is not a mockup. Meeting Buddy was built in 7 days and joins every free consult.

03 / The motion

Free consult. Pilot. Production.

One free hour to diagnose your #1 opportunity. Two weeks to ship a working pilot on your real data. Thirty days to production. That's the motion.

STEP 01 — FREE CONSULT

One hour. Diagnosed.

40 minutes to find your #1 AI opportunity — operations, revenue, ops cost, or a custom agent. 20 minutes to size it into a four-tier offer. Meeting Buddy is in the room.

STEP 02 — PILOT

Working build in 1–2 weeks.

You see the solution running on your real data inside two weeks. Not slideware, not a demo — a working pilot of the thing we diagnosed. Then the decision to integrate is yours.

STEP 03 — PRODUCTION

Refined, integrated, owned.

We refine the pilot into a production system embedded in your stack, train your team, and hand it over. 30 days end-to-end. You own the code, the data, and the outcome.

04 / The free consult

One hour. One diagnosis. Free.

A 60-minute working call. 40 minutes to find the #1 AI opportunity worth building in your business. 20 minutes to size it into a four-tier offer. Zero commitment to proceed.

What's included
PHASE 01 · CONSULT · 1 HOUR

The diagnosis call. No deck. No homework.

Free
No commitment to proceed.

40 min — Diagnose

  • 01You describe the operational pain. Meeting Buddy is in the room.
  • 02We probe industry-specific levers — where AI actually moves the number.
  • 03We surface the #1 opportunity worth building, ranked over the rest.

20 min — Size

  • 01Four-tier proposal: Small, Medium, Large, XL — scoped to your problem.
  • 02Pilot timeline: working build on your data in 1–2 weeks.
  • 03Production timeline: refined and integrated in 30 days.
Book the Free Consult consult@jsmsolutionarchitects.com
05 / The four tiers

One engagement. Four sizes.

In the 20-minute sizing call we map your #1 opportunity to one of four tiers. Each ends with a working pilot in 1–2 weeks and a production system within 30 days. Final tier is set together in the call — no surprise hours.

Engagement sizes
01 Small

One workflow, one team.

For SMBs with a single sharp pain — a recurring report, a manual reconciliation, a stuck handoff.

  • One workflow automated end-to-end
  • One data source / one system integration
  • Pilot in week one, production in week two
  • Trained team, runbook, full handover
Typical timeline
2–3 weeks
02 Medium

A custom agent or cross-team flow.

For teams whose pain crosses systems — sales↔ops, finance↔CS — or that needs a real AI agent doing work in the loop.

  • Multi-step automation or LLM agent
  • 2–3 system integrations
  • Pilot in 1–2 weeks, refined to production
  • Industry-specific prompt library + runbook
Typical timeline
3–5 weeks
03 Large

Platform-level capability.

For operators ready to install a real AI capability into the business — a system multiple teams depend on daily.

  • Multi-system integration, role-based access
  • Dashboards, automations, agent surfaces in one stack
  • Pilot in week two, hardened to production
  • Team training, runbook, monitoring
Typical timeline
5–8 weeks
04 XL

Industry-embedded transformation.

For traditional businesses installing AI deep into how the work gets done — vertical-specific, multi-month, owned by us.

  • Multiple builds, sequenced and integrated
  • Embedded engineering presence in your business
  • Industry-specific data layer and agent stack
  • Quarterly review, ongoing optimization
Typical timeline
2–4 months
Engagements start at $5,000. Final tier and fixed price set together in the 20-minute sizing call. No retainer. No surprise hours. Small · Medium · Large · XL — sized to your #1 opportunity
06 / Optional deep-dive

AI Spend Optimization.

A focused audit you can attach to any build engagement. We open the hood on every AI/SaaS bill, cut the waste, and recommend the right-sized stack — without overlapping the build work.

Add-on
DEEP DIVE · +1 WEEK

Audit your AI & SaaS stack. Stop paying for the wrong tools.

Most SMBs and operators are leaking 20–40% on AI tools and overlapping SaaS that no one consolidated. We sit with the bills, the contracts, and your actual usage — then hand you a cut-list and a right-sized stack recommendation.

  • Bill-by-bill audit across every AI / SaaS line item
  • Usage analysis vs. seats & tier paid
  • Consolidation recommendations (drop, swap, downgrade)
  • Right-sized stack with annual savings projection
+$3,000
Attach to any tier. One week.
07 / Continuity

After the build, we stay close.

AI moves fast. Your business changes. New problems surface. Continuity keeps a JSM Solution Architect on call for you every month — no retainer, no minimum, cancel anytime.

Ongoing partnership
PHASE 05 · CONTINUITY

Monthly call. Ongoing AI strategy. New offers as problems surface.

Once a month we get on a call with you. We look at what's working, what's broken, and what's new on the AI frontier that's worth your attention. When a new problem surfaces, we scope it on the spot — same four-tier offer model, no rediscovery.

The reactive model is the point. You don't pay for capacity you don't use. You pay for a thinking partner who knows your business well enough to skip the on-ramp.

$200/month
WHAT'S INCLUDED
  • One 45-minute strategy call per month
  • Slack / email access between calls
  • Priority scoping for new builds
  • Heads-up on relevant new AI tooling
  • Cancel any month — no minimum term
Alt path
NOT READY TO BUILD?

Book a paid deep-dive consult. Decide on your own time.

If the free hour didn't surface enough to commit, take a second session. We go deeper into your stack, your data, and your top three opportunities — with a written brief at the end. Implement it yourself, or come back when you're ready.

$500 90-min paid consult · written brief included
09 / Pilots we've shipped

What a pilot can look like.

The deliverable depends on the diagnosis. Three illustrative pilots we are ready to ship today — frame them as patterns, not case studies. Your build will be specific to your industry and your data.

Example pilots
PATTERN 01 · ANALYTICS & BI

Customer Sales Dashboard

pipeline.jsm.app — Q2 / this week
LIVE
Pipeline
$2.14M
▲ 8.2%
Weighted
$642K
▲ 3.1%
Hygiene
71
▼ 2pt
MONTUEWEDTHUFRITODAY

Pulls from your CRM and ops tools, surfaces the metrics that actually move the business — pipeline health, rep performance, pricing drift — on a daily-refreshed single pane.

CRM · HubSpot/Salesforce SQL dbt Metabase
Buyer archetype — owned by
Sales leaders flying blind on pipeline and rep performance. Built by Analytics Lead & Engineering Lead.
PATTERN 02 · AUTOMATION AGENT

Monthly Close Co-Pilot

close.jsm.app — APR '26 scan
SCANNING
DATEVENDORAMOUNTΔ vs 6mo
Draft board summary — auto —

An agent that pulls data from QuickBooks or Xero, flags expense anomalies, and drafts the month-end summary your CFO would otherwise spend a day on.

QuickBooks / Xero API LLM agent Python Slack
Buyer archetype — owned by
SMBs whose finance team loses days to month-end. Built by Product & AI Lead + Engineering Lead.
PATTERN 03 · DOCUMENT AUTOMATION

RFP Draft Generator

rfp.jsm.app — draft.gen
DRAFTING
RFP · incomingQ1 / 14
—
Draft · auto80%
—
proposal-2024-14.pdf case-study-manuf.pdf pricing-tier-3.xlsx proposal-2025-22.pdf
00:470 words drafted

Paste in the RFP. The system pulls from your past proposals, case studies, and pricing to draft 80% of the response — ready for your team to polish and send.

Vector DB · pgvector RAG LLM Google Docs API
Buyer archetype — owned by
Marketing and services firms drowning in RFPs. Built by Product & AI Lead + Analytics Lead.

Whatever the diagnosis surfaces — analytics, automation, or a custom agent — we pilot it in 1–2 weeks, then refine it to production within 30 days.

10 / Team as capability

Big firms charge enterprise prices for enterprise problems.

SMBs and industry operators don't need that. They need a team that ships. Four complementary builders — each one a primary owner across one phase of the lifecycle, a contributor across the rest.

The team
Role
Discovery
Diagnostic
Build
Handoff
Analytics LeadData analyst
Pulls and frames baselines
Owns ROI ranking
Ships dashboards & models
Trains your analyst
Engineering LeadData engineer
Audits data & stack
Scopes feasibility
Owns pipelines & deploy
Writes the runbook
Product & AI LeadCS · agents
Runs the discovery call
Drafts the build plan
Owns agents & LLM surfaces
Owns the prompt library
Growth & Client LeadTech sales
Books & scopes the call
Owns the fixed-price quote
Client-side PM
Owns the 30-day review
11 / Ledger

The numbers.

By the numbers
1 hour
free consult — diagnose your #1 opportunity
1–2 weeks
to a working pilot on your real data
30-day
production commitment — fixed price
From $5K
engagement floor — sized to your problem
93%
of SMBs using AI to scale saw revenue growth
12 / How we work

Diagnose · Pilot · Refine · Stay close.

Four phases, in order. The free consult diagnoses. The pilot proves. The refine integrates. Continuity keeps us close. No retainers, no slideware, no surprise hours.

Our process
01

Diagnose

One free hour. 40 min to find your #1 AI opportunity, 20 min to size it into a four-tier proposal. Meeting Buddy is in the room.

02

Pilot

A working build on your real data inside 1–2 weeks. Not a deck. Not a demo. You see the solution running before you decide to integrate.

03

Refine

We harden the pilot into a production system, integrate it into your stack, train your team. 30 days end-to-end. You own the code and the outcome.

04

Stay close

Continuity at $200/mo: monthly strategy call, priority scoping for new builds, heads-up on relevant AI tooling. Cancel any month.

13 / FAQ

Straight answers.

Common questions
01The first consult is really free?+
Yes. One hour, zero commitment. 40 minutes diagnosing your #1 AI opportunity with Meeting Buddy in the room. 20 minutes sizing it into a four-tier proposal you can take or leave. We don't chase, we don't retain, and you owe us nothing if you walk away.
02How do the four tiers actually get priced?+
Engagements start at $5,000 (Small) and scale to $50,000 (XL) based on the scope of your #1 opportunity. The final price is set together in the 20-minute sizing portion of the consult — a fixed quote, not an estimate. Most SMB pilots land in the Small or Medium range.
03What does "pilot in 1–2 weeks" actually mean?+
Once an engagement is signed, the first deliverable is a working pilot of the thing we diagnosed — running on your real data, in your environment. Not a prototype, not a deck. You see the solution working before we move to the refine-and-integrate phase. That's the pilot. Then we harden it to production within 30 days total.
04What's the AI Spend Optimization add-on?+
A +$3K deep-dive audit of your AI and SaaS stack. We open the bills, cross-reference actual usage, and hand you a cut-list with right-sized replacements. Most SMBs are leaking 20–40% on tools they don't fully use. Attach it to any tier or run it standalone.
05What's the $200/mo continuity for?+
After the build, we stay close. One 45-minute strategy call per month, Slack/email access in between, priority scoping when new problems surface. No retainer, no minimum, cancel any month. It's a thinking partner who already knows your business — not a vendor relationship that never ends.
06What if I'm not ready to build yet?+
Book the $500 paid deep-dive consult. 90 minutes with a written brief covering your top three opportunities, your stack, and our recommended sequencing. Implement it yourself, or come back when you're ready. It's a real product — not a sales pitch with a price tag.
07What industries do you actually know?+
We work primarily with SMBs ($1M–$50M revenue) and traditional-industry operators where AI hasn't shown up yet. We're embedded in roofing, finance ops, and professional services builds today. The pattern is consistent: we install ourselves into the industry rather than selling generic productivity AI.
08What do you not do?+
Six-month engagements. Slideware. Vertical lock-in. Open-ended retainers. Reselling SaaS subscriptions as the deliverable. Anything we can't pilot in 1–2 weeks and ship in 30 days. If the right answer is "hire a full-time data engineer," we'll tell you.
09When can we start?+
The free consult is usually within a week of booking. If you proceed, the pilot starts within another week. We run a small number of builds at a time on purpose — any more and the 1-to-2-week pilot commitment stops being one.
14 / Closer

One free hour. Decide from there.

Book the Free Consult consult@jsmsolutionarchitects.com