Discover practical ways to use AI, technology, and better systems to save time and improve how your business operates. This session is designed for founders and small-business owners who need help selecting tools, organizing workflows, or identifying repetitive tasks that may be simplified or automated.
Pre-session AI and systems questionnaire
Advance review of your primary workflow or technology question
30-minute virtual consultation with a relevant Raíz&Co. partner
One-page AI & Systems Insights Sheet
Three to five prioritized recommendations or next steps
Suggested tools or workflow improvements, when applicable
One brief clarification email within seven days
Delivery of the insight sheet within three business days
AI-tool selection
Administrative automation
Customer-service workflows
Content-generation systems
Proposal and estimate creation
CRM and workflow tools
Data organization
Process improvements
Technology-stack recommendations
The session covers one business and one primary workflow, system, or technology question.
The intake form and supporting materials must be submitted at least two business days before the meeting.
Submitted materials should be limited to three documents or approximately 10 pages.
Software setup, account configuration, custom development, automation implementation, data migration, and advanced integrations are not included.
Software subscriptions and third-party fees are paid separately by the client.
Clients are responsible for reviewing AI-generated outputs and protecting confidential, personal, financial, and customer information.
Raíz&Co. does not guarantee compatibility, cost savings, automation performance, or specific business outcomes.
Payment is refundable until the intake form and supporting materials are submitted and preparation begins.
One complimentary rescheduling is permitted with at least 2 hours’ notice.
Cancellations made after preparation begins are nonrefundable.
Missed appointments and cancellations with less than 2 hours’ notice are nonrefundable.
If Raíz&Co. must cancel the session, the client may reschedule or receive a full refund.
Discover practical ways to use AI, technology, and better systems to save time and improve how your business operates. This session is designed for founders and small-business owners who need help selecting tools, organizing workflows, or identifying repetitive tasks that may be simplified or automated.
Pre-session AI and systems questionnaire
Advance review of your primary workflow or technology question
30-minute virtual consultation with a relevant Raíz&Co. partner
One-page AI & Systems Insights Sheet
Three to five prioritized recommendations or next steps
Suggested tools or workflow improvements, when applicable
One brief clarification email within seven days
Delivery of the insight sheet within three business days
AI-tool selection
Administrative automation
Customer-service workflows
Content-generation systems
Proposal and estimate creation
CRM and workflow tools
Data organization
Process improvements
Technology-stack recommendations
The session covers one business and one primary workflow, system, or technology question.
The intake form and supporting materials must be submitted at least two business days before the meeting.
Submitted materials should be limited to three documents or approximately 10 pages.
Software setup, account configuration, custom development, automation implementation, data migration, and advanced integrations are not included.
Software subscriptions and third-party fees are paid separately by the client.
Clients are responsible for reviewing AI-generated outputs and protecting confidential, personal, financial, and customer information.
Raíz&Co. does not guarantee compatibility, cost savings, automation performance, or specific business outcomes.
Payment is refundable until the intake form and supporting materials are submitted and preparation begins.
One complimentary rescheduling is permitted with at least 2 hours’ notice.
Cancellations made after preparation begins are nonrefundable.
Missed appointments and cancellations with less than 2 hours’ notice are nonrefundable.
If Raíz&Co. must cancel the session, the client may reschedule or receive a full refund.
