Which service should I start with?

Start with either the free AI Readiness Quiz at /assessment or an AI Strategy & Audit ($7,500, 1–2 weeks). The quiz is a self-serve snapshot; the audit is a professional assessment that produces a prioritized roadmap you can hand to a build team. Businesses that already know what they want to automate can skip straight to Custom AI Automation ($8,500+ per workflow).

Can I combine services in one engagement?

Yes — most engagements do exactly that. A typical path is Strategy & Audit → Custom AI Automation → AI Training for Teams, over 6–10 weeks. Pricing is bundled transparently on the discovery call. The goal is always the same: your team owns the system at the end, not us.

How are engagements priced — hourly or fixed?

All engagements are fixed-price, scoped upfront after the discovery call. We do not bill hourly. If scope changes mid-project, we quote the change before doing the work. See /pricing for starting-at rates per service.

Do you offer ongoing support after the project is done?

Yes, through the Training & Enablement service ($4,500+ per cohort with optional monthly retainer). Ongoing support covers monthly check-ins, Slack or email channel, prompt-library updates as tools change, and quarterly reviews of what the system is saving. Retainers are month-to-month — no annual lock-in.

Services

Seven ways we help US businesses adopt AI.

PerezCarreno & Coindreau offers seven AI consulting and automation services for small and mid-size businesses in the United States: AI Strategy & Audit, Custom AI Automation, AI Integration & Development, AI Training for Teams, AI Readiness Assessment, Voice AI Receptionist, and AI Coaching for Business Owners. Every engagement starts with a free 30-minute discovery call — we scope and quote before you commit, and we will tell you honestly if AI is not the right answer for your problem.

See pricing → · Take the AI readiness quiz →

AI Strategy & Audit

Find the 3–5 automations that save the most time.

We map your workflows, interview your team, and identify exactly where AI saves real time. You get a prioritized list of what to automate first — not a 50-page PDF that collects dust.

✓ Full workflow mapping of your core processes

✓ Team interviews to find hidden time-wasters

✓ Prioritized automation opportunities (impact vs effort)

✓ Realistic ROI estimates for each opportunity

✓ Technology recommendations — tools you actually need

✓ Implementation roadmap with clear next steps

Timeline

1–2 weeks

Best for

Businesses that know AI could help but don't know where to start

Custom AI Automation

Real process automation. Not chatbots.

We build AI workflows that plug into your existing tools — CRM, email, spreadsheets, whatever you already use. Invoice processing, follow-ups, data entry, scheduling. The boring stuff that eats 10–20 hours a week.

✓ Multi-tool workflow automation (n8n, Make, Zapier, custom)

✓ CRM, email, and calendar integrations

✓ Intelligent document processing and data extraction

✓ Automated follow-ups, reminders, and notifications

✓ Error handling and monitoring built in

✓ Full training so your team owns the system

Timeline

2–4 weeks

Best for

Businesses drowning in repetitive manual work

AI Integration & Development

Custom AI agents. RAG systems. API integrations.

For businesses ready for advanced solutions. Custom AI agents that understand your business context, RAG systems that search your knowledge base, API integrations that connect your entire stack.

✓ Custom AI agents tailored to your business logic

✓ RAG systems over your documents and knowledge base

✓ API integrations connecting your full tech stack

✓ AI voice receptionists and phone automation

✓ Custom dashboards and admin portals

✓ Ongoing optimization as your needs evolve

Timeline

4–8 weeks

Best for

Businesses ready for AI-powered products and advanced automation

AI Training for Teams

Teach your team to use AI. For real.

Not a one-time workshop where everyone forgets everything by Friday. We do hands-on training with your actual tools, your actual workflows. Then we stick around for ongoing support.

✓ Hands-on training with your specific tools and workflows

✓ Custom video training library for your team

✓ AI prompt engineering for non-technical teams

✓ Monthly check-ins and optimization sessions

✓ Slack/email support for questions as they come up

✓ Quarterly reviews to identify new opportunities

Timeline

4–8 weeks

Best for

Teams that want to build internal AI capability

AI Readiness Assessment

Know where you stand before you spend.

A focused 1–2 week assessment that scores your business across data readiness, process maturity, team capability, and tool stack. Lower commitment than a full strategy engagement.

✓ Four-dimension readiness score (data, process, team, tools)

✓ Gap analysis — what must be fixed before AI delivers ROI

✓ Recommended 90-day roadmap

✓ Comparison against benchmarks from 100+ businesses we have assessed

✓ Live readout with leadership team

✓ Written report you can circulate internally

Timeline

1–2 weeks

Best for

Executives who need to know "are we ready?" before committing budget

Voice AI Receptionist

An AI that answers the phone — and sounds human.

A 24/7 voice AI that answers calls, books appointments, routes leads, and hands off to humans when it matters. Built for auto shops, clinics, agencies, restaurants, and professional services.

✓ Natural voice tuned to your brand

✓ Knowledge base trained on your business specifics

✓ Calendar integration for real-time booking

✓ Smart human-handoff rules

✓ CRM + SMS follow-up automations

✓ Call recordings, transcripts, and analytics

Timeline

2–4 weeks

Best for

Businesses losing revenue to missed or after-hours calls

AI Coaching for Business Owners

Your on-call AI advisor, without hiring one.

Monthly 1:1 coaching for owners and executives who need a trusted AI advisor but don't want to hire a full-time CAIO. Two calls a month plus Slack access.

✓ Two 60-minute 1:1 calls per month

✓ Async Slack access for quick questions

✓ Vendor and contract reviews

✓ Prompt engineering help on real work

✓ Tool selection and trial guidance

✓ Quarterly strategy reviews

Timeline

Ongoing

Best for

Owners who want a trusted AI advisor on speed-dial

My approach

How I'm different.

✓

Tell you 'don't do that' as often as 'do this'

Sell you every AI tool under the sun

✓

Train your team to own the system

Create dependency so you keep paying

✓

Focus on boring, profitable automations

Chase shiny demos that never ship

✓

Give you fixed pricing upfront

Hide costs behind vague scopes

FAQ

Choosing the right service

Which service should I start with?: Start with either the free AI Readiness Quiz at /assessment or an AI Strategy & Audit ($7,500, 1–2 weeks). The quiz is a self-serve snapshot; the audit is a professional assessment that produces a prioritized roadmap you can hand to a build team. Businesses that already know what they want to automate can skip straight to Custom AI Automation ($8,500+ per workflow).
Can I combine services in one engagement?: Yes — most engagements do exactly that. A typical path is Strategy & Audit → Custom AI Automation → AI Training for Teams, over 6–10 weeks. Pricing is bundled transparently on the discovery call. The goal is always the same: your team owns the system at the end, not us.
How are engagements priced — hourly or fixed?: All engagements are fixed-price, scoped upfront after the discovery call. We do not bill hourly. If scope changes mid-project, we quote the change before doing the work. See /pricing for starting-at rates per service.
Do you offer ongoing support after the project is done?: Yes, through the Training & Enablement service ($4,500+ per cohort with optional monthly retainer). Ongoing support covers monthly check-ins, Slack or email channel, prompt-library updates as tools change, and quarterly reviews of what the system is saving. Retainers are month-to-month — no annual lock-in.

Not sure which service fits?

That's what the first call is for. 30 minutes, no pressure. I'll tell you what's worth doing.

Book a free call →

Last updated April 2026