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AI Consulting & Automation for SMBs

AI that earns its keep.

We bring practical AI and automation into small and mid-sized businesses — to streamline operations, engage customers, and grow revenue. Strategy, build, and ongoing support, under one roof. No jargon. No vendor lock-in.

40%
of admin time AI could handle today
Hrs → Min
proposal turnaround for proposal-heavy businesses
Three Outcomes. One Partner.

Where AI actually moves the needle.

Most SMBs don't need 25 AI tools. They need three things working well — fewer hours on busywork, customers handled around the clock, and a pipeline that fills itself. Pick where it hurts most.

⚙️

Improve Operations

Cut hours of busywork. Inbox triage, document drafting, scheduling, and the repetitive workflows quietly eating your team's day.

See solutions →
💬

Enhance Customer Engagement

Be there when prospects and customers reach out. Proposals out the door fast, reviews handled, and content always running — without growing headcount.

See solutions →
📈

Grow Revenue

Fill the funnel and close more of it. Lead gen, CRM enrichment, sales playbooks, and proposal automation built on the tools you already use.

See solutions →
⚙️

Improve Operations

3 of 9 core solutions
#01
🧭

AI Workflow Audit & Opportunity Blueprint

A 90-minute discovery session followed by a 20+ page Blueprint mapping inefficiencies, automation candidates, and quick wins across your operation — by role, department, and workflow. The door-opener for everything else we do.

Advisory Best starting point AI Strategy
Project$2,500–$7,500
Quarterly refresh$500–$1,500
Live in 1–2 weeks
#11
📨

Email & Inbox Automation

AI-powered triage, auto-drafting, follow-up sequences, and meeting scheduling. Built on n8n + Claude with Gmail/Outlook and your calendar. Easy win for owners spending two hours a day in their inbox.

Implementation Easy win Workflow Automation
Setup$1,500–$3,500
Monthly$300–$1,000
Live in 2–3 weeks
#12
📄

Document & Contract Automation

AI-powered generation for proposals, contracts, SOWs, and compliance docs. Plus contract review summarization — upload a contract, get plain-English key terms, obligations, and risk flags. Hot for law firms, real estate, and professional services.

Implementation Saves hours weekly Document Automation
Per workflow$2,000–$6,000
Monthly support$300–$800
Live in 3–4 weeks
💬

Enhance Customer Engagement

3 of 9 core solutions
#14
📋

AI Proposal & Estimate Generator

Client-facing proposal builder that personalizes scopes, pricing, case studies, and timelines from intake-form data. Hours-to-minutes turnaround means prospects get answers while the momentum is still hot. Branded PDF output with e-signature integration — built for home services, agencies, and proposal-heavy B2B firms.

Implementation Hours → minutes Sales Enablement
Setup$2,000–$4,000
Monthly support$300–$800
Live in 3–4 weeks
#13

Reputation & Review Management AI

Monitor reviews across Google, Yelp, Facebook, and industry platforms. AI drafts personalized responses for owner approval, sends review request sequences after every job, and flags negatives instantly. Human-in-the-loop, no robotic replies.

Implementation Recurring Reputation Mgmt
Monthly retainer$500–$1,500
Live in 2–3 weeks
#08
✍️

AI Content Engine (Blog / Social / Email)

An automated pipeline: topic research → outline → draft → human review → publish. Templated by vertical, integrated with your CMS and social platforms. The work most owners hate, on autopilot — with you in control of voice and approvals.

Implementation Always-on output Content Automation
Monthly retainer$1,500–$4,000
Live in 3–4 weeks
📈

Grow Revenue

3 of 9 core solutions
#09
🎯

AI-Powered Lead Gen System

End-to-end outbound: ICP definition → list building (Apollo / Clay) → enrichment → AI-personalized outreach → CRM integration → meeting booking. Vertical-specific templates with your stack of choice. The pipeline you've been meaning to build.

Implementation Pipeline builder Sales Automation
Setup$3,000–$8,000
Monthly mgmt$500–$2,000
Live in 3–5 weeks
#10
🔗

CRM Automation & AI Enrichment

Connect your CRM (Monday.com, HubSpot, Salesforce) to AI enrichment via Clay or Apollo. Auto-tagging, lead scoring, deal-stage automation, AI-generated activity summaries. Turn a glorified spreadsheet into the system of record it should be.

Implementation Tool-agnostic CRM Automation
Setup$2,500–$6,000
Monthly$500–$1,500
Live in 3–4 weeks
#05
🎓

AI Sales Playbook & Coaching

Personalized AI-powered sales playbooks — discovery scripts, objection handlers, follow-up sequences, and battle cards — delivered via workshop plus a prompt library your sales team uses daily. Optional monthly coaching for ongoing refinement.

Advisory Close rate lift AI-Augmented Sales
Engagement$3,000–$8,000
Monthly coaching$1,000–$2,500
Live in 2–4 weeks
Already a productized service →
deskMonkey — never miss a call.
Our flagship voice AI receptionist for businesses missing calls after hours. Lives on its own page.
Meet deskMonkey →
How We Work

Advise. Build. Support.

Most consultants stop at the slide deck. Most builders skip the strategy. We do all three — so the AI you adopt actually keeps working six months in.

1
Discover

Audit & Blueprint

Stakeholder interviews, tech stack review, workflow mapping. You leave with a prioritized AI Opportunity Blueprint — quick wins, big bets, and an honest read on what to skip.

  • 90-min discovery session
  • 20+ page Opportunity Blueprint
  • Estimated ROI per recommendation
2
Build

Implement & Ship

Prioritized automations, agents, and integrations built into your existing tools. Measurable results in weeks, not quarters. You own everything we build — no black boxes.

  • No vendor lock-in — your tools, your data
  • Loom walkthroughs for every handoff
  • Built on your stack (Monday, HubSpot, n8n, etc.)
3
Support

Optimize & Expand

Monthly retainer to monitor, refine, and roll new wins into the same engine. As your operations evolve and AI capabilities ship, we keep your stack current.

  • Performance monitoring & reporting
  • Quarterly Blueprint refresh
  • New automations as priorities shift
Why LGD

The full lifecycle, at SMB pricing.

There's a market gap between advisory-only firms with no implementation arm, and full-lifecycle players priced for the Fortune 500. We sit in the middle — built specifically for businesses doing $1M–$25M.

🔄

Strategy AND build AND support

Most competitors do one or two. We cover the full lifecycle so the strategy actually ships and the build actually keeps running.

🛡️

Built-in governance

Nearly a decade in InfoSec, TPRM, and risk management at Prudential / PGIM. NIST AI RMF aware. We build with the guardrails on from day one.

💰

Transparent SMB pricing

Engagements start at $2,500. Every range is published on this page. No "schedule a call to learn more" pricing games.

🔓

Tool-agnostic — no lock-in

We work with your existing stack. You own everything we build. If we go away tomorrow, the systems keep running.

🍳

We eat our own cooking

We use this exact stack to run our own businesses. The methodology is battle-tested on real operations with real customers.

🌐

Plug into LGD's marketing

Need reach to go with the automation? Our agency arm handles SEO, paid, content, and CRM under the same roof. See agency services →

Pricing

Simple ranges. No surprises.

Every service on this page falls into one of three pricing models. Most clients start with an audit and grow into a retainer.

Tier 1

Advisory

$2,000–$8,000
one-time engagement

Audits, Blueprints, governance frameworks, sales playbooks, training workshops. Strategic work that scopes what to build — and what not to.

Tier 2

Implementation

$1,500–$8,000
setup / project

Build-and-ship engagements: automations, agents, integrations. Live and producing measurable results in 2–6 weeks, not quarters.

Tier 3

Monthly Retainer

$300–$6,000
per month

Ongoing monitoring, optimization, and expansion. Your AI stack stays current as priorities shift and new capabilities ship.

Most engagements blend all three: an audit, a build, then a retainer. We'll quote your exact scope on the fit call.

The Full Menu

All 25 services in our catalog.

The 9 above are the strongest fits for most SMBs. Here's everything else we offer — expand to browse the full list.

Show all 25 services (scroll to browse)
#01AI Workflow Audit & Opportunity Blueprint$2.5K–$7.5K
#02AI Onboarding & Prompt Engineering Workshops$2K–$5K / session
#03AI Vendor Risk & Tool Assessment$2K–$5K
#04Fractional AI Officer (Monthly Retainer)$3K–$10K / mo
#05AI Sales Playbook & Coaching$3K–$8K
#06AI Governance & Policy Framework$3K–$8K
#07Custom GPT / AI Agent Buildout$1.5K–$5K
#08AI Content Engine (Blog / Social / Email)$1.5K–$4K / mo
#09AI-Powered Lead Gen System$3K–$8K
#10CRM Automation & AI Enrichment$2.5K–$6K
#11Email & Inbox Automation$1.5K–$3.5K
#12Document & Contract Automation$2K–$6K
#13Reputation & Review Management AI$500–$1.5K / mo
#14AI Proposal & Estimate Generator$2K–$4K
#15AI Compliance Documentation Generator$2.5K–$6K
#16AI Incident Response Playbook$1.5K–$3K
#17AI-Powered Bookkeeping Triage$1.5K–$3.5K
#18AI-Enhanced Recruiting Pipeline$3K–$7K
#19Knowledge Base / Internal Wiki AI (RAG)$2K–$5K
#20Scheduling & Dispatch Optimization$2K–$5K
#21Voice & Text AI Receptionist → deskMonkeySee product
#22Social Media Listening & Intelligence$800–$2K / mo
#23AI Data Dashboard & Reporting$2.5K–$6K
#24E-Commerce Product Description AI$0.50–$3 / SKU
#25AI-Powered Course / Training Builder$3K–$8K

Don't see what you're looking for? Tell us what you need →

Get Started

Start with a free 30-minute fit call.

No pitch deck, no pressure. We'll talk through where you're stuck, where AI realistically helps, and whether we're the right fit. If we're not, we'll point you somewhere we think is.