Our Services

Built With Intention

Smart, personalized systems that actually simplify your business operations, not complicate it.

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    Helm Setup

    Systems Setup & Optimization

    This is our flagship offering. The Helm Setup is our white-glove service for anyone ready to integrate AI into your business. We handle every step from setting up and optimizing your Systems, like your settings to building custom workflows tailored to your business goals.

    Whether you’re an entrepreneur, small business, or content creator, we’ll design a setup that works for you, not against you.

    Includes:

    ✓ Systems account setup, and optimization

    ✓ Instructional overview and walkthrough

    ✓ Documentation of key prompts and workflows

    ✓ 30-day post-setup support for adjustments

    Smart systems are only powerful when they’re in motion.

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    Helm Assessment

    AI Systems Diagnostic

    Think of this as your systems check-up. The Helm Assessment is for founders and business owners who already have AI tools in play or who aren’t sure where to start and want clarity before investing in new systems or custom AI builds.


    We’ll review your current systems setup, workflows, and tech stack. You’ll get a clear diagnosis of what’s working, what’s holding you back, and how to align AI with your business goals.

    Includes:

    ✓ 1:1 diagnostic session (up to 2 hours)
     ✓ Review of existing systems, AI setup, prompts, and workflow automations
     ✓ Pain point + bottleneck analysis (adoption, tone, workflow gaps)
     ✓ Recommended improvements + integration opportunities
     ✓ Written action plan with prioritized next steps

    Systems only work when their setup properly.

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    Helm Education

    Team Training

    Ready to bring your team into the flow? With Helm Education, we provide live guided trainings to equip your staff to confidently use your new systems and AI automation tools without disruption.

    We break it down in simple terms, connect AI to their daily tasks, and ensure your team adopts the tech.

    Not avoids it.

    Includes:

    ✓ Virtual team training session

    ✓ Live Q&A

    ✓ Team-facing quickstart guide

    ✓ 30-Day ongoing support

    Because a smart system only works when your people actually use it.

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    Helm Maintenance

    Monthly Optimization

    Keep your systems & AI sharp and updated.

    AI isn’t a one-and-done solution. your systems should evolve as your business does. With our monthly retainer, you get continued support to improve, expand, and adjust your settings + automation setup.

    Whether it’s integrating new tools, refining prompts, or identifying smarter automations. We’ve got it handled.

    Includes:

    ✓ Priority support for tech fixes or updates

    ✓ Systems performance check-ins

    ✓ Option to upgrade for additional system build-outs

    Stay supported. Stay scalable. Stay out of the weeds.

Let's Get Started

Contact us

Have questions? Want to schedule a call?

We’d love to hear from you.