AI for Your Business, Guardrails First

We set up the rules, the business accounts, and the training before anyone pastes company data into a chatbot. Then we help your team get real work out of AI, across Claude, ChatGPT, Copilot, and custom AI agents.

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AI with guardrails, running today at

Level All Triquetra Health InfinaCore co:collective

Now rolling out to Platinum and its affiliates.

The AI Gap Most SMBs Face

AI is already in your business. Your team is likely using ChatGPT or similar tools on personal accounts, with no rules about what goes into them and no one watching the cost.

Data Leaving the Building

Client files, financials, and passwords pasted into personal AI accounts the company cannot see or shut off.

Scattered Spending

Individual subscriptions on personal cards, duplicate tools, and seats nobody uses.

No Rules or Plan

No approved tools list, no written policy, and no one deciding where AI should actually help.

Uneven Skills

A few people get great results while most of the team either avoids AI or uses it badly.

Guardrails First, Then Results

The same order every time, so AI gets safer before it gets bigger.

1

Assess

We find which AI tools are already in use, what data is going into them, and where AI would genuinely save time.

2

Set the Rules

A written AI use policy and an approved tools list your team can actually follow.

3

Secure the Accounts

Staff move off personal accounts onto managed business tenants with single sign on, seat control, and usage reporting.

4

Train the Team

Live sessions built around each team's real work, so people use AI well and safely.

5

Build and Run

Custom AI apps and agents where they pay off, then ongoing administration as the tools change.

The AI We Run for Clients

We are not tied to one vendor. We pick what fits your business and manage it like the rest of your IT.

Claude

Business and enterprise tenants, seats, single sign on, and usage reporting.

ChatGPT

Business and enterprise workspaces with admin controls and data protections switched on.

Microsoft Copilot

Copilot for Microsoft 365, with permissions cleaned up first so it only sees what it should.

AppZilla

Our partner for custom business apps and AI agents, deployed and managed by SMK.

What Your Team Will Learn

Practical skills they can use on day one, built around their actual jobs.

Effective Prompting

How to get useful, accurate results for everyday business tasks.

Workflow Automation

Taking repetitive work like reports, emails, and data entry off people's plates.

Customer and Sales Work

Using AI for customer communication, marketing copy, and outreach.

Data Privacy

What data can go where, which tools are approved, and how to stay compliant.

Your AI Use Policy

What the policy says, why it exists, and how to work within it.

Connected Tools

Linking AI to the software you already use for workflows that run on their own.

Three Ways to Start

Each one has a clear scope and timeline. Every engagement starts with a free assessment and ends with a fixed quote, so there are no hourly surprises.

AI Guardrails Starter

Stop the risk first. The essentials every business using AI should have in place.

  • AI readiness assessment
  • Written AI use policy and approved tools list
  • Business AI account set up with admin controls
  • One team training session
About 2 to 3 weeksFixed quote after a free assessment
Start With Guardrails

Managed AI

Ongoing care for your AI tools, run alongside the rest of your IT.

  • Tenant, seat, and access administration
  • Policy kept current as tools change
  • New AI apps and agents as you need them
  • Quarterly AI reviews
OngoingPart of your monthly retainer
Talk About Managed AI

Ready to Put Guardrails Around AI?

Start with a free AI assessment. No obligation and no sales pitch, just an honest look at where you stand and what to do next.