Onboard AI 
Like a New Team Member

We help businesses hire, train, and manage AI agents with defined roles and measurable outcomes.

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The Problem

Most AI initiatives fail for the same reasons new hires do.

AI tools get deployed, but no one owns the outcome and responsibilities are unclear.
Success is never measured and change management is ignored.

The result is AI experiments that stall, frustrate teams, and quietly get abandoned.

There's a better way

AI Enablement is Onboarding

Every AI agent we deploy is treated like a new hire.

  • It has a job description
  • It knows who it works with
  • It’s trained on your business
  • And it’s accountable to outcomes

When AI is onboarded properly, it stops being a tool and becomes a productive member of the team.

Phased Onboarding

We onboard AI agents using the same structure you’d use for any critical hire so they deliver value, not surprises.
Phase 1: Role & Responsibility DesignDefine ownership, authority, and success criteria before anything ships.
  • It has a job description
  • It knows who it works with
  • It’s trained on your business
  • It's accountable to outcomes
Phase 2: Training & ContextAn AI agent can’t perform without understanding how your business actually works.
  • Business knowledge
  • Data sources
  • SOPs and workflows
Phase 3: Integration Into the TeamAI only creates value when people trust it and know how to work with it.
  • How humans interact with it
  • Escalation paths
  • Guardrails and approvals
Phase 4: Performance & OptimizationOnce an agent is live, we monitor performance and continuously refine it based on real outcomes.
  • KPIs
  • Feedback loops
  • Continuous improvements

Who This Is For

AI enablement works best when it’s integrated into the systems your team already uses.

Salesforce Solutions. Delivered Right.

Expert consulting for SMBs. Accelerate your Salesforce success.

Unlock efficiency, control, and growth with proven methodologies and AI-driven integration.

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