Services

What We Offer

We help small and mid-sized businesses integrate AI responsibly—with services designed for real impact and ease of adoption.

Our Approach:

Flexible, Modular Packages Designed for Your Needs

We understand that every organization is different. That’s why our service packages are built to flex—so whether you’re just starting your AI journey or looking to optimize existing systems, we shape the engagement around your real needs.

What’s Included

Core Services

How It Works

Whether you’re seeking a light touch to get started, or a deep dive into complex challenges, our modular approach ensures that we can provide just the right mix of services that make sense for you.

Our Approach:

Flexible, Modular Packages Designed for Your Needs

We understand that every organization is different. That’s why our service packages are built to flex—so whether you’re just starting your AI journey or looking to optimize existing systems, we shape the engagement around your real needs.

What’s Included

Core Services

How It Works

Whether you’re seeking a light touch to get started, or a deep dive into complex challenges, our modular approach ensures that we can provide just the right mix of services that make sense for you.

Our Approach:

Flexible, Modular Packages Designed for Your Needs

We understand that every organization is different. That’s why our service packages are built to flex—so whether you’re just starting your AI journey or looking to optimize existing systems, we shape the engagement around your real needs.

What’s Included

Core Services

How It Works

Whether you’re seeking a light touch to get started, or a deep dive into complex challenges, our modular approach ensures that we can provide just the right mix of services that make sense for you.

Smart Scheduler Assist

Stop guessing with your logistics. This package connects your vehicle routing, staff scheduling, and task management into a single, smart dashboard—giving your team clearer visibility and smarter decisions every day.

Smart Scheduler Assist helps small teams stop flying blind.

Many SMBs struggle with scattered schedules, ad-hoc dispatch processes, and gut-feel decisions.

This package audits your current scheduling setup, aligns it with real-world constraints (like geography, availability, task urgency), and implements an easy-to-use digital layer that turns raw data into smarter daily coordination. Instead of replacing your current tools, we connect the dots between them—making your calendars, route plans, and notifications work with each other, not in silos.

• Healthcare operations managing mobile care or home visits

• Landscaping or field service companies juggling locations and jobs

• Dispatchers and schedulers who rely on texts, calls, or spreadsheets today

Who's this for?

Bot FIY:

• 💡Better visibility into who’s doing what, when, and where

• 🚚 Smarter routes = less fuel, more jobs done

• 🕓 Reduced no-shows and miscommunications

• 📲 Fewer “where are you?” calls—more confidence in the day ahead

AI Adoption by Design

You rolled out an AI tool—or plan to. But adoption is lagging, and resistance is real. This sprint helps you embed AI in ways that align with how your team actually works, thinks, and feels.

Many AI rollouts fail not because the tech doesn’t work, but because people don’t use it. This package brings the people side of AI front and center: we co-design behavior-friendly workflows, surface team frictions early, and build change readiness into the process. The result? Adoption with less resistance, and transformation that sticks.

• Ops and transformation leads launching AI tools across teams

• Founders struggling to get their staff to engage with new tech

• Nonprofit or public sector teams working with mixed readiness levels

• Any team where AI has landed... but hasn't landed well

Who's this for?

Bot FIY:

• Increased tool usage and reduced opt-outs or workarounds

• Identified blockers to adoption—before they derail momentum

• Custom behavior nudges and workflow redesigns that support uptake

• Higher team confidence and perceived control over new tools

• Measurable engagement improvements within weeks of rollout

AI Roadmap for Small Teams

Need an AI game plan? Start here. We map where you are, where AI can help, and what makes sense to do first—no fluff, just clarity. This entry-level package helps small teams start smart.

You're curious about AI, but don’t want the hype—you want clarity. This strategy sprint meets you where you are and helps chart a course using what you already have (Microsoft 365, QuickBooks, Google Workspace).

We assess your goals, tech, and team readiness. You leave with a clear, jargon-free roadmap—and confidence in your next move. Perfect for solo professionals, nonprofit leads, and service managers who want clarity before commitment.Most small teams know they should explore AI—but don’t know where to start. This package cuts through the noise with a clear, human-first strategy. We assess your current systems, uncover what’s possible, and deliver a focused roadmap that balances ambition with practicality. No jargon. No overwhelm. Just clarity, direction, and first moves that make sense.

• Mission-driven small teams who want to use AI wisely, not wastefully

• Leaders wearing many hats—looking to modernize responsibly without the overwhelm

• Founders of service-based businesses navigating digital transformation

• Operations-minded managers ready to improve workflows without becoming tech architects

• Nonprofit directors and small healthcare teams seeking clarity before making costly tech decisions

Who's this for?

Bot FIY:

• Confidence to act without overcommitting

• Tailored AI opportunities aligned to your workflows

• Clear next steps with timelines and priorities

• Strategic clarity for budget-holders and doers alike

• Reduced risk of chasing the wrong tech trend

CRM Light Setup Sprint

Your client workflows deserve better than sticky notes and scattered follow-ups. This sprint sets up a light CRM system—governed, organized, and ready to grow with you.

When your business starts growing, client management gets messy fast. This package helps you implement a scalable, no-code CRM setup in Notion or Airtable—complete with automated nudges, intake forms, and basic reporting. We prioritize governance from the start so your team doesn’t just get more organized, they stay that way.

• Retail owners managing client data across inboxes and DMs

• Therapists, coaches, and consultants ready to streamline onboarding

• Early-stage teams setting up a delivery or support function

• Anyone who wants a CRM that’s right-sized and human-friendly

Who's this for?

Bot FIY:

• A simple, visual CRM system your team actually uses

• Less time spent chasing clients and more focus on serving them

• Built-in automation to stay top of mind without being annoying

• Clear data governance from day one

• Peace of mind that your growth won’t collapse your process

Team AI Uplift

Your team is your biggest asset—get them AI-ready with guidance that speaks their language and meets them where they are. This isn’t just training—it’s a mind shift.

AI is changing how work gets done, but your team doesn’t need to become prompt engineers overnight. This package focuses on practical, non-intimidating education and team enablement. Through live coaching, foundational workshops, and adoption roadmaps, we build your team’s confidence and capacity—so they can engage with AI as a tool, not a threat.

• SME owners ready to bring their team along on the AI journey

• Founders or ops leads with early adopters and skeptics in the same room

• Teams nervous about AI “taking over” but open to learning

• Anyone who knows people matter more than tools

Who's this for?

Bot FIY:

• Reduced AI anxiety and increased curiosity across the team

• Shared vocabulary for discussing AI internally

• Stronger alignment between leadership vision and staff capability

• Embedded practices for testing and exploring AI tools responsibly

• Foundations for future AI governance and co-creation

Job Flow Automation Sprint

Still running jobs off spreadsheets and whiteboards? This sprint transforms your workflow into a streamlined, semi-automated system that saves time and reduces chaos.

Manual job tracking slows everything down—from dispatch to delivery. This sprint is built for teams who are ready to stop duct-taping operations together and start scaling with confidence. We’ll map your process, identify automation opportunities, and stand up smart alerts and flows using low-code tools that don’t require a dev team. You get visibility, momentum, and less firefighting.

• Landscaping & field service operations teams

• Admin leads managing paper-based scheduling

• Small logistics or dispatch-heavy orgs

• Any team stuck between spreadsheets and scale

Who's this for?

Bot FIY:

• 3x faster task assignment and tracking

• Fewer dropped balls with automated alerts

• Less admin overhead and manual entry

• Confidence in what’s happening across your workflow

• Foundation for deeper automation down the line

Custom AI Pilot

Got a powerful AI idea but not sure how to start? This pilot gets your vision off the whiteboard and into the real world—with smart scoping, fast prototyping, and ethical checks built in.

When you're ready to go beyond theory and actually test an AI-powered feature, this package helps you do it strategically. We'll help define the use case, build a functioning prototype, and wrap it in ethical guardrails. It’s ideal for orgs who want to test, validate, and learn before scaling—without wasting resources or compromising values.

• Product leaders with a bold idea to validate

• Nonprofits or public teams looking to pilot responsibly

• Startups wanting a demo for funders or partners

• Businesses testing AI without long development cycles

Who's this for?

Bot FIY:

• Clear AI use case definition with success metrics

• Working prototype or proof of concept

• Ethical and technical validation of the concept

• Confidence to secure buy-in or next-stage funding

• Strategic clarity before full investment

Ethical AI Deep Dive

Not all AI risk is technical. This offering helps your team align on the ethical, human, and compliance considerations that matter—before it becomes a problem.

If your product touches sensitive data, vulnerable populations, or decisions with real consequences, trust isn’t optional. This package gives your team the language, lenses, and lightweight guardrails to navigate AI ethics, fairness, and risk. Whether you’re pre-deployment or mid-rollout, we’ll work with you to clarify risks, embed values, and make integrity part of your product DNA.

• Product teams working with sensitive data or decision-making AI

• Compliance or risk officers exploring AI governance

• Tech leaders who want to build trust before being regulated

• Nonprofit and public sector innovators dealing with vulnerable users

Who's this for?

Bot FIY:

• Clarity on AI-specific risks and mitigation strategies

• A customized ethical risk framework

• Bias check and audit-ready design practices

• Clearer internal guidance for ethically aligned decision-making

• Increased stakeholder trust—internal and external

UX Discovery Starter

Ready to understand your users? This package helps you start strong by gathering insights that shape every decision. We’ll uncover the real needs, behaviors, and pain points that drive your design process.

Great design starts with deep understanding. The UX Discovery Starter package is perfect for teams looking to kick off a new product, feature, or website with a clear user-centered foundation. We’ll use qualitative research methods like user interviews, surveys, and journey mapping to uncover the real challenges your users face. Then, we’ll synthesize these insights into actionable recommendations, creating a roadmap for your next steps.

Whether you’re designing from scratch or iterating on an existing product, this discovery package will help you avoid assumptions and build a solution that truly meets user needs.

• Product teams just beginning their UX journey

• Founders wanting to ensure user feedback is front and center from day one

• Teams iterating on features or improving user experience

• Businesses looking to validate ideas before going to market

Who's this for?

Bot FIY:

• Insights into real user needs, behaviors, and pain points

• An actionable UX roadmap based on user research

• Clear documentation of user personas and journey maps

• A foundation for ideation, prototyping, and design sprints

• A plan for aligning product development with user-centered priorities

Smart Scheduler Assist

Stop guessing with your logistics. This package connects your vehicle routing, staff scheduling, and task management into a single, smart dashboard—giving your team clearer visibility and smarter decisions every day.

AI Adoption by Design

You rolled out an AI tool—or plan to. But adoption is lagging, and resistance is real. This sprint helps you embed AI in ways that align with how your team actually works, thinks, and feels.

AI Roadmap for Small Teams

Need an AI game plan? Start here. We map where you are, where AI can help, and what makes sense to do first—no fluff, just clarity. This entry-level package helps small teams start smart.

CRM Light Setup Sprint

Your client workflows deserve better than sticky notes and scattered follow-ups. This sprint sets up a light CRM system—governed, organized, and ready to grow with you.

Team AI Uplift

Your team is your biggest asset—get them AI-ready with guidance that speaks their language and meets them where they are. This isn’t just training—it’s a mind shift.

Job Flow Automation Sprint

Still running jobs off spreadsheets and whiteboards? This sprint transforms your workflow into a streamlined, semi-automated system that saves time and reduces chaos.

Custom AI Pilot

Got a powerful AI idea but not sure how to start? This pilot gets your vision off the whiteboard and into the real world—with smart scoping, fast prototyping, and ethical checks built in.

Ethical AI Deep Dive

Not all AI risk is technical. This offering helps your team align on the ethical, human, and compliance considerations that matter—before it becomes a problem.

UX Discovery Starter

Ready to understand your users? This package helps you start strong by gathering insights that shape every decision. We’ll uncover the real needs, behaviors, and pain points that drive your design process.

Smart Scheduler Assist

Stop guessing with your logistics. This package connects your vehicle routing, staff scheduling, and task management into a single, smart dashboard—giving your team clearer visibility and smarter decisions every day.

AI Adoption by Design

You rolled out an AI tool—or plan to. But adoption is lagging, and resistance is real. This sprint helps you embed AI in ways that align with how your team actually works, thinks, and feels.

AI Roadmap for Small Teams

Need an AI game plan? Start here. We map where you are, where AI can help, and what makes sense to do first—no fluff, just clarity. This entry-level package helps small teams start smart.

CRM Light Setup Sprint

Your client workflows deserve better than sticky notes and scattered follow-ups. This sprint sets up a light CRM system—governed, organized, and ready to grow with you.

Team AI Uplift

Your team is your biggest asset—get them AI-ready with guidance that speaks their language and meets them where they are. This isn’t just training—it’s a mind shift.

Job Flow Automation Sprint

Still running jobs off spreadsheets and whiteboards? This sprint transforms your workflow into a streamlined, semi-automated system that saves time and reduces chaos.

Custom AI Pilot

Got a powerful AI idea but not sure how to start? This pilot gets your vision off the whiteboard and into the real world—with smart scoping, fast prototyping, and ethical checks built in.

Ethical AI Deep Dive

Not all AI risk is technical. This offering helps your team align on the ethical, human, and compliance considerations that matter—before it becomes a problem.

UX Discovery Starter

Ready to understand your users? This package helps you start strong by gathering insights that shape every decision. We’ll uncover the real needs, behaviors, and pain points that drive your design process.

Curious Where to Start?

Let’s explore your first step—no hype, no jargon.

If you’re unsure where AI fits into your world, book a free 30-minute discovery call. We’ll talk like humans and map what actually makes sense.

📩 Or email me directly: hello@systemshift.agency

Curious Where to Start?

Let’s explore your first step—no hype, no jargon.

If you’re unsure where AI fits into your world, book a free 30-minute discovery call. We’ll talk like humans and map what actually makes sense.

📩 Or email me directly: hello@systemshift.agency

Curious Where to Start?

Let’s explore your first step—no hype, no jargon.

If you’re unsure where AI fits into your world, book a free 30-minute discovery call. We’ll talk like humans and map what actually makes sense.

📩 Or email me directly: hello@systemshift.agency