You cannot automate what nobody has mapped, and you cannot hire your way out of infrastructure that was never built. So I map it, then I build it. Most clients start with a fixed-price Systems Setup. If you want to start smaller, or want a decision document first, there's a path for that too.
For service businesses at $500K-$5M in revenue.
Not sure which fits? Start with a free Ops Assessment.
I set up your CRM, workflow automations, AI-assisted steps and SOPs on one primary platform: the CRM you already use. Each tier has clear limits, so the price, the timeline and the work all stay predictable.
One core client flow, end to end: new lead to booked call to onboarded client.
About 3 weeks
Sales and delivery connected, with one view of your pipeline.
About 4 weeks
For small accounting, tax and bookkeeping firms: intake, engagement and document collection, plus an AI policy your staff have signed. See the details.
About 3 weeks
Every Setup starts with a signed Goals & Scope and includes 2 batched revision rounds.
Ready to talk? Book a Setup fit call.
For owners with one or two obvious leaks, like slow lead follow-up or a manual onboarding step. We pick the two workflows on a kickoff call, I build them, and you get a Loom walkthrough and a 1-page SOP so your team can run them.
Sprint start dates depend on my build calendar, so I'll confirm yours when you apply.
Some owners want the full picture first. The Ops Audit is a 90-minute working session where we map how leads come in, how work gets managed, how decisions get made, and where the gaps are costing you. In about 48 hours you get a written report with a prioritized roadmap: the three highest-impact systems to build first, with the tools and logic behind each one.
From $1,497, scoped to your operation. The full Audit fee is credited toward a Setup booked within 60 days.
When the work spans several departments or goes past what Plus covers, we scope a custom Buildout: diagnose, rebuild, then embed it with your team. Multi-workflow CRM architecture, expanded automation and AI integration, a full SOP library, and team handoff training.
Monitoring and fixes on the workflows I built for you, plus small change requests. For Sprint and Setup clients. Includes up to 2 hours a month of small changes. Unused hours don't roll over.
3-month minimum. Ongoing systems, team and operations management, so the system grows with your business. Open to Setup and Buildout clients.
We talk through what's breaking and which option fits.
Before any build work, we sign a short document: your goals, 2-3 measurable success criteria, what's in scope and what isn't, the timeline, and who makes decisions on your side.
I build it, test it, and record short walkthroughs as I go.
I show you each success criterion working, then train your team.
No guarantees, and no guesswork either. You'll know what "done" means before we start.
Start with the free 15-point AI Policy Checklist. When you're ready, the Practice Systems Setup ($3,500) sets up client intake, engagement and document collection, and rolls out an AI policy your staff have signed.
Already bought the AI Policy Kit ($79 Core / $199 Full)? The AI Policy Rollout ($697) tailors it to your firm, sets up the tools register, trains your staff once and tracks sign-off. The price you paid for the kit is credited toward the Rollout.
Templates and educational information only. Not legal, tax, or compliance advice. Fusion AI Consulting is not a law firm. Check with your own attorney, CPA, or compliance advisor before you rely on any of it.Let's build the system that changes that. Book a 30-minute fit call and we'll work out which option fits.
Not sure which fits? Book a free 45-minute Ops Assessment.
Not a business owner, but an administrative professional who wants these AI skills for yourself? You're in the right family, wrong door.
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A business that runs without you.
We start with the Audit. Always. You cannot automate what nobody has mapped, and you cannot hire your way out of infrastructure that was never built. The Audit tells you what to build first. Then I build it.
For service businesses at $500K-$5M in revenue.
Before you hire anyone, buy any tool, or build anything — you need an honest assessment of how your business actually operates and where the cracks are.
The Ops Audit is a working session where we map your current operations: how leads come in, how work gets managed, how decisions get made, and where the gaps are costing you. After the session, you receive a written report with a prioritized roadmap — specifically, the three highest-impact systems to build first, with the tools and logic behind each recommendation.
The audit doesn't just give you answers, it's the most useful 90 minutes you'll spend on your business this year.
Not sure yet?
Start with a free Ops Assessment.

I don't hand you a blueprint and leave.
The Buildout is a 4–8 week engagement where I design and implement your complete operational system — multi-workflow CRM architecture, expanded automation and AI Integration, full SOP library, and team handoff training - built on exactly what the Audit uncovered, configured for how your business actually runs.
Available to Ops Audit clients only.
Full CRM build and workflow configuration
Expanded AI-powered process automation setup
Full SOP and documentation library
Team training and handoff session
30-day post-delivery support window
Scoped after Audit
Most founders want to skip the planning phase. They look for an Online Business Manager or an integrator to parachute in, take the reins, and magically organize a chaotic business without a blueprint.
An OBM needs a system to manage. If you hire execution before architecture, you aren't solving the problem—you are just paying someone else to navigate your broken processes. We build the infrastructure first. It is a strict quality control measure to guarantee your system actually works.
Map your current operations, find the hidden gaps, and walk away with a prioritized blueprint. Before you hire anyone, buy any tool, or build anything—you need an honest assessment of how your business actually operates.
Get your custom prioritized roadmap in 48 hours.
Not a business owner, but an administrative professional who wants these AI skills for yourself? You're in the right family, wrong door.
Explore Digital Zen →