AI strategy and workflow automation for founder-led services firms

What does this service include?

• AI readiness assessment. We map your core workflows, where time actually goes, and which steps AI can take on without adding risk.
• Tool selection. Matched to how your team already works, not to what is trending. Usually fewer tools than you expect.
• Workflow design and implementation. We build the prompts, templates, automations, and handoffs, then run them with you until they hold.
• Training and optimization. Your team learns the workflows, and we tune them as the tools change.

Where does AI actually save a services firm time?

Client delivery. Meeting notes into action items and follow-ups. First drafts of deliverables from your own frameworks. Research summaries with sources you can check.

Business development. Proposal drafts from past wins. Prospect briefs before a call. Follow-up sequences that sound like you because they are built from what you said on the call.

Operations. The admin that eats a founder's week: inbox and calendar triage, status reporting, onboarding kits, and the recurring paperwork of running the firm. Handled, so you stay the strategy driver and put your hours where they add the most value to your own clients and engagements.

Internal knowledge hub. Your frameworks, past deliverables, proposals, and call notes in one searchable place your team and your AI workflows draw from, so nothing gets rebuilt from scratch and every draft starts from what you already know.

Your own visibility. The capture-to-publish loop that turns client conversations into pages, articles, and proof. This is the engine that runs our Authority-to-Revenue system, and we build the same loop for you.

How is this different from buying software?

Software gives you a tool. We give you a working process, with your data, your voice, and your guardrails built in.

We are operators, not resellers. We built and sold a professional services firm, and we run Retrevia itself on the workflows we sell. Every workflow, template, playbook, and prompt we build is yours to keep if you ever stop working with us.

Who is this for?

Founder-led and partner-led B2B services firms, typically $1M to $10M in revenue, with small teams and no in-house automation capacity: consulting and advisory firms, coaches, authors, podcasters, and professional services firms. See who we work with.

Frequently asked questions

Which AI tools do you use? Whichever fit your work and your confidentiality requirements. We are not tied to a vendor and we will tell you when a spreadsheet is the right answer.

Is our client data safe? We design every workflow around your confidentiality obligations first: what data can go where, which tools have the right terms, and what stays with a human.

How long until we see time savings? Most firms see hours back within the first month on the first two or three workflows.

How much does it cost? Pricing is scoped on a short discovery call after an AI readiness assessment.