AI Consulting and Implementation for Small Business
A fixed-fee AI readiness audit shows where AI can save your team time or answer more leads, which tools to use and what they cost to build and run. When you are ready, the same BX team builds it. For small and mid-size businesses in the US, UK, Australia, Canada, New Zealand, Singapore and the Philippines.
Who this is for
- Owners and managers who know AI could help but are not sure where to start or what it will cost
- Small and mid-size teams in services, healthcare, education, real estate, professional services and B2B
- Businesses that already pay for ChatGPT, Microsoft Copilot, Gemini or CRM AI features and want them used properly
- Marketing and sales leads who need a costed plan to take to a partner or board
- Companies comparing AI consulting companies and wanting a fixed scope with a named output
Problems we solve
- ✕Too many AI tools to compare and no time to test them
- ✕Staff use AI tools in different ways, with no shared rules on customer data
- ✕Repeat work such as data entry, lead follow-up and answering the same questions still takes hours of staff time
- ✕Past software purchases went unused because nobody owned the setup
- ✕No clear figure for what an AI project will cost to build and to run each month
What is included
Process review
Interviews with the people who handle sales, marketing, customer service and admin, plus a look at your current tools, forms, inboxes and CRM, to find the repeat work worth automating.
Process map
A written map of how leads, customer requests and key admin tasks move through your business today, showing hand-offs, delays and manual steps.
Ranked use-case shortlist
The three automations we would build first, ranked by expected payback, with the hours or response time each one is meant to change and how we would measure it.
Tool shortlist and cost model
Recommended tools for each use case with their subscription and usage costs, our build price and the monthly running cost, starting from the software you already pay for.
Data and security review
Which customer data each tool would touch, where it is stored, who has access, and which vendors offer the compliance terms your industry needs, such as a HIPAA business associate agreement for US healthcare.
Costed roadmap
A step-by-step plan from first build to later projects, with prices, dependencies and the decisions you need to make at each stage. You keep it whether or not BX builds it.
Team training
Practical sessions on the tools you adopt, plus a short written policy on approved AI tools and what data staff may enter into them.
Ongoing advisory and implementation lead
For businesses with several projects: monthly planning, vendor and tool selection, training and oversight of builds by BX or your own developers.
What you get from it
Fixed price, named output
The audit is USD 750 with a defined set of documents, so you know the cost and what you receive before you start.
Advice from the team that builds
BX builds AI receptionists, chatbots and workflows, so every recommendation comes with a build price and a plan, not a list of ideas.
Tools you can afford to run
We include monthly subscription and usage costs in the plan and use the platforms you already pay for where they can do the job.
Tied to sales and marketing
BX runs SEO, Google Ads and Meta ads, so the roadmap covers how leads arrive, how fast they are answered and how they are tracked to revenue.
How we work
Discovery call
A short call to confirm your goals, team size and current tools, and to agree who we will interview.
Interviews and data review
We speak with the people doing the work and review your CRM, forms, inboxes, call handling and reports.
Use-case scoring
We score each possible automation on time saved, lead impact, cost, risk and ease of build.
Roadmap presentation
We walk you through the process map, ranked shortlist, tool costs and roadmap, and answer questions from your team.
Build or advise
You can take the roadmap to your own team, ask BX to build specific items at our published prices, or keep us on as your advisory and implementation lead.
| Area | Example automations | Tools we often consider |
|---|---|---|
| Sales | Instant replies to new leads, qualification questions, booking into calendars, follow-up reminders | GoHighLevel, HubSpot, Zoho CRM, Calendly |
| Marketing | Passing ad campaign details into the CRM, lead scoring, drafting content and reports for review | Google Ads, Meta, n8n, Make, ChatGPT, Claude, Gemini |
| Customer service | Website and WhatsApp chatbots trained on your FAQs, AI call answering, ticket sorting | Retell AI, Vapi, GoHighLevel AI Employee, WhatsApp Business |
| Admin | Moving form data into spreadsheets and accounting tools, summarising calls, invoice reminders | Zapier, Make, n8n, Google Workspace, Microsoft 365 |
AI readiness audit and roadmap: USD 750 fixed. Ongoing advisory and implementation lead: from USD 1,200 per month, covering monthly planning, vendor and tool selection, team training and build oversight. Builds in the roadmap are priced from our published list, for example a single workflow from USD 450 setup, a website AI chatbot from USD 790 setup and an AI receptionist from USD 990 setup. Third-party costs such as AI model usage and platform subscriptions (GoHighLevel, HubSpot, n8n, Make or Zapier) are paid by you directly or passed through at cost with no markup. Philippine clients are quoted in PHP plus 12% VAT. See the full list at /services/ai-automation-pricing/.
Get a scoped quoteEstimate the cost first
These projects show the CRM and lead-handling groundwork an AI roadmap builds on. For a US online private school, BX passed campaign tags into the CRM so ad leads could be traced and added a website chat that feeds the CRM; leads traced to Google Ads went from 4 in May 2026 to 81 in August. For a US commercial solar installer, BX moved 52 pages onto one CRM form and imported 5,292 past leads with zero import errors. Client names are withheld and results vary by business.
Frequently asked questions
What does an AI consultant do?
An AI consultant reviews how your business runs, finds tasks AI can handle reliably, recommends tools and prices the work. BX AI consulting services end with a costed roadmap and can continue into the build itself.
How much does AI consulting cost?
The BX AI readiness audit and roadmap is USD 750 fixed. Ongoing advisory and implementation lead work starts from USD 1,200 per month. Builds are priced separately from our published list.
Is AI worth it for a small business?
It can be when it handles work that repeats often, such as answering common questions, following up leads or moving data between tools. The audit ranks use cases by expected payback so you can start with the one most likely to pay for itself, or decide not to proceed.
What is the best AI for a small business?
It depends on the task. General assistants such as ChatGPT, Claude, Gemini or Microsoft Copilot help with writing and research; CRM platforms such as GoHighLevel and HubSpot handle follow-up; n8n, Make or Zapier connect tools. We recommend based on your work and the software you already pay for.
Do we need to buy new software?
Not always. Many CRMs and office suites already include AI features. The audit checks what you have before recommending anything new, and lists the monthly cost of each new tool.
How do you protect our data?
We review which data each tool would use and where it is stored, recommend vendors with suitable privacy and compliance terms, and work through individual user access in your accounts. The training includes a written policy on what staff may enter into AI tools.
Can you implement what you recommend?
Yes. BX builds AI receptionists, voice agents, chatbots, CRM follow-up and workflow automations. You can also hand the roadmap to your own team or another provider.
How is BX different from large AI consulting firms?
Large firms usually run enterprise transformation programs. BX works with small and mid-size teams on specific, priced automations in sales, marketing, customer service and admin, delivered by our team in Manila.
Get a scoped plan from BX
Tell us about your market, goals and current setup. We will come back with a scoped plan.