AI setup & implementation for small business

Know your business.
Stop the revenue drain.
Put AI to work.

OwnerLift configures ChatGPT or Claude around the way your business actually works—using the tools you already have, practical workflows your team can use, and controls that keep access and cost in check.

New York City in person Nationwide remotely Setup from $249

OWNER VIEWBusiness signals connected
What needs my attention today?
EmailCalendarFilesBusiness apps
AIconfiguredcontext
01
Follow upThree conversations need a decision
02
Protect revenueTwo open items may delay payment
03
Move forwardToday’s priorities are organized

Illustrative workflow. Your setup uses only the sources and actions you approve.

01Native firstUse what your current software already provides.

02AI before custom softwareConfigure proven capabilities before building more.

03Custom lastDevelop only when a real, repeated gap is proven.

See the business more clearly

Where are time and revenue quietly leaking?

Small businesses rarely need another disconnected AI subscription. They need a practical way to see what matters, reduce repetitive work, and use the systems they already pay for.

01

Follow-ups get buried

Leads, quotes, customer questions, and internal commitments disappear across inboxes and applications.

02

Knowledge stays scattered

Your team searches email, files, chats, and customer systems before it can answer a simple question.

03

The owner becomes the system

Too many decisions depend on one person remembering what happened, what is late, and what comes next.

04

AI is bought—but not implemented

Employees experiment individually while the business has no shared context, useful workflows, or usage standards.

The OwnerLift approach

We first check whether your existing software already solves the problem. Then we configure native AI and supported connections around the work your business actually performs.

One implementation outcome

From “we should use AI” to a setup your team can use tomorrow.

OwnerLift handles the initial research, decisions, configuration, testing, and training. You keep ownership of every account.

01

Assess

Understand your business, applications, repetitive work, information flow, and security concerns.

02

Choose

Recommend ChatGPT, Claude, or another supported environment based on your work—not vendor preference.

03

Configure

Set up company context, workspace settings, users, permissions, models, and usage guidance.

04

Connect

Connect supported applications only when they add real value and request the minimum useful access.

05

Enable

Build and test practical workflows, then train your owner or team on the finished setup.

Vendor neutral by design

Your tools. Configured properly.

We start with the AI and business software you already use. Availability depends on your provider, plan, permissions, and supported connections.

OPENAI

ChatGPT Business & Work

Workspace setup, business context, supported apps, useful agents or skills, permissions, and team guidance.

ANTHROPIC

Claude for Small Business & Cowork

Projects and context, supported connectors, skills or plugins, permissions, repeatable work, and team guidance.

Google WorkspaceMicrosoft 365QuickBooksJobberHousecall ProHubSpotCanvaDocuSignCRM systems

We use official and supported connections where possible. Native features come first. Custom APIs, custom MCP servers, complex middleware, and significant coding are excluded from the launch packages and evaluated separately.

Practical from day one

Useful workflows—not a blank chat box.

We choose the workflows with you, define what information they may use, test their output, and keep a person in control of important actions.

AI preparesYour team reviewsYour team acts
01

Owner Daily Brief

Today’s schedule, priorities, follow-ups, and decisions from approved sources.

02

Business Q&A

Find and summarize relevant information across approved business context.

03

Email Assistant

Draft replies in your business voice for an employee to review before sending.

04

Weekly Business Review

Organize completed work, open items, deadlines, opportunities, and concerns.

05

Meeting Assistant

Prepare context before a meeting and turn notes into actions afterward.

06

Marketing Assistant

Draft posts, announcements, FAQs, and simple campaigns from approved information.

Why OwnerLift?

Setting up a subscription takes minutes. Setting it up well for a real business is different.

You can absolutely configure AI yourself. OwnerLift saves the research, experimentation, and trial-and-error. We determine what fits, configure it, build the first useful workflows, test the setup, and teach your team how to use it consistently.

Less guessing

Platform and workflow decisions based on your applications, people, and actual work.

Less unnecessary cost

Use native capabilities first and recommend the right model or effort level for the task.

More control

Customer-owned accounts, minimum useful access, documented connections, and human approvals.

Faster adoption

Your team practices with a finished setup using work it already understands.

Simple launch pricing

Start useful. Stay in control.

One-time implementation fees. Your AI and software subscriptions stay in your name and are paid directly to the providers.

OWNER / VERY SMALL BUSINESS

OwnerLift AI Setup

$249 one time

Choose the right platform and put three practical workflows to work.

  • 30-minute business and AI discovery
  • Supported platform recommendation
  • Basic workspace and business context setup
  • Up to 2 supported business connections
  • 3 practical workflows
  • 45-minute owner training
  • Best-practices guide + 7 days minor support
Start with AI Setup
Clear boundary: These packages are for AI setup and implementation. Custom software, custom MCP development, complex middleware, CRM implementation, accounting work, and general IT support are not included. Advanced work is evaluated separately only when appropriate.

Built on enterprise experience. Focused on small business.

Meet Amjad Khan

Founder, AKJ Dynamics / OwnerLift AI

Amjad brings 22 years of experience developing and implementing data and analytics solutions—and, more recently, AI capabilities—across finance and media companies.

OwnerLift brings that disciplined implementation mindset to small businesses: understand the work first, choose the right technology, configure it carefully, protect access, test the result, and make sure the people using it know exactly what to do next.

22 yearsData, analytics & AINYC localHands-on supportNationwideRemote implementation

Before we start

Good questions deserve clear answers.

Can we set this up ourselves?

Yes. OwnerLift is not selling secret technology. We save you the research, experimentation, and trial-and-error, then leave you with a tested setup your team understands.

Do you recommend ChatGPT or Claude?

We remain vendor-neutral. The recommendation depends on your applications, workflows, team, permissions, and the features available in your account.

Can you connect Jobber, QuickBooks, or Housecall Pro?

We first assess the software’s own AI and automation features, then any officially supported connections. We do not promise every application or action. Custom APIs and MCP servers are evaluated separately.

Will AI send messages or change records automatically?

We start with human review: AI prepares, an employee reviews, and an employee acts. Any automated action requires supported tools, appropriate permissions, testing, and your approval.

Who pays for the software subscriptions?

You do. All AI and business-application accounts remain customer-controlled and are billed directly by their providers. We confirm likely subscription requirements before implementation.

What happens during the free AI Fit Call?

In 20 minutes we review your business, team, current tools, AI usage, and the work you want to improve. We then tell you whether the $249 or $499 setup is a sensible next step.

Free 20-minute AI Fit Call

Find out where AI fits—before buying more software.

Bring the names of the applications you use and one or two tasks that consume too much time. We’ll identify a practical starting point and tell you honestly if your existing software already solves it.

  • No sales presentation
  • No technical preparation
  • At least one business day’s notice
  • Eastern Time
20 MINUTES · FREE

Choose your consultation time

Monday9:30 AM–1:00 PM · 3:30–6:00 PM

Tuesday9:20, 9:40, 10:00 AM · 11:30 AM–1:00 PM · 3:30–6:00 PM

Wednesday10:00, 10:20, 10:40 AM · 1:40, 2:00, 3:00 PM

Thursday9:20, 9:40, 10:00 AM · 11:30 AM–1:00 PM · 3:30–6:00 PM

Friday9:30 AM–1:00 PM · 3:30–5:00 PM

Open the booking window to see the scheduling options. Appointments require at least one business day of notice.

View available times
FREE · 20 MINUTES · EASTERN TIME

Book your AI Fit Call

Select an available time, then enter your business name, cell number, and email. You and AKJ Dynamics will receive confirmation.

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