01
AI Sales Assistant
Research prospects, prepare account intelligence, draft follow-ups, organize information, and support proposals.
Sales capacity
Practical AI for real businesses
Scale your business.
Not your payroll.
We help small and midsized businesses identify, build, and deploy practical AI systems that automate repetitive work, increase employee capacity, and support efficient growth.
Up to 5 hours of discovery
Prioritized recommendations
Platform-neutral advice
AI layerAdded capacityAcross the business
Sales
Marketing
Finance
Operations
Leadership
Workflow signalConnected
Human oversightEnabled
Built for owner-led companies5–100 employeesReal workflows, measurable capacity
01 / Reframe the question
What if your next hire was AI?
Before adding another administrative position, determine whether some of that workload can be handled—or meaningfully accelerated—by AI.
Your company may not need fewer people. It may need significantly more capacity from the people it already has.Current company
01Sales
02Marketing
03Accounting
04Operations
05Management
AI capacity layer
One intelligent layer.
Multiple business functions.
Multiple business functions.
Research, drafting, analysis, monitoring, document handling, and workflow support—designed around how your company actually operates.
Always available Human-directed Workflow-specific
02 / Start here
AI Opportunity Audit$500
Find the leverage before you fund the build.
Up to approximately five hours of collaborative discovery and workflow analysis with ownership, management, and/or employees.
Book Your $500 Audit Low-risk discovery. Practical recommendations. No implementation obligation.What we examine
Your workflows—not a generic AI checklist.
~5hours
SalesQuotingLead generationCustomer follow-upMarketingResearchA/RA/PReportingDocument processingRecruitingCustomer serviceSchedulingComplianceOperationsManagementInternal knowledgeAdministrative work
Discover where work repeats
Prioritize the strongest opportunities
Recommend the right next steps
We identify tasks that may be automated, accelerated, AI-assisted, or handled by an AI agent—then explain what is realistic for your company.
03 / AI agent implementationSpecialized AI workers,
Specialized AI workers,
designed around your business.
After the audit, we can build the systems you choose to pursue. These are examples—not off-the-shelf packages.
02
AI Marketing Assistant
Research markets and competitors, develop content ideas, draft campaigns, maintain calendars, and create reports.
Market presence
03
AI Receivables Assistant
Organize receivables, identify overdue accounts, summarize histories, and prepare employee-reviewed follow-ups.
Cash-flow support
04
AI Bid & Opportunity Research
Search and organize relevant projects, RFPs, prospects, bid sources, and market intelligence.
Pipeline intelligence
05
AI Executive Assistant
Prepare research, summarize information, organize meetings, draft communications, and analyze documents.
Leadership leverage
06
AI Operations Assistant
Analyze documents, prepare reports, maintain workflows, organize information, and monitor routine processes.
Operational capacity
07
AI Knowledge Assistant
Help employees find answers in policies, procedures, SOPs, documents, and institutional knowledge.
Faster answers
08
AI Customer Service Assistant
Help answer common questions, prepare responses, organize customer context, and support service teams.
Service consistency
AI Agent ImplementationStarting at $5,000 + AI/software usage
Exact pricing depends on workflow complexity, integrations, security requirements, and the number of systems involved.
Discuss your workflow04 / Capacity economicsThe economics
The economics
can be powerful.
Estimate the annual value of time that could be redirected from repetitive work toward customers, judgment, relationships, and growth.
Illustrative example
15 hrsrepetitive work / week
3 hrsremaining after assistance
$18,720estimated annual capacity recovered
Illustrative only. Actual time savings, suitability, and financial outcomes vary and are not guaranteed.
Capacity Value Calculator
$
80%
0%50%100%
Estimated annual capacity value$18,720
12 hours / week624 hours / year
Estimate only—not a quote, projection, or guarantee. The audit assesses what work may actually be suitable for AI assistance.
05 / How it worksFrom “we should use AI”
From “we should use AI”
to a working system.
Technology changes quickly. A disciplined implementation process keeps the business objective in control.
01
Discover
We learn how your company actually works.
02
Identify
We find workflows where AI can make a measurable difference.
03
Build
We configure appropriate agents, workflows, knowledge systems, and integrations.
04
Deploy & Train
We test, document, train the team, and integrate AI into everyday operations.
06 / Platform-neutralThe right AI
The right AI
for the right job.
There is no single AI platform that is best for every workflow. We evaluate capabilities, security requirements, integrations, cost, and ease of use before recommending an architecture.
Security fit Integration fit Cost fit Team fit
Tools we may evaluate
01ChatGPT Business
02Claude Team
03Grok / Grok Bot
04Hermes Agent
05AI APIs
06Business integrations
Technology names are shown for informational purposes. AI Workforce Advisors is an independent consulting firm and does not imply affiliation, endorsement, or partnership.
07 / Where we workBuilt for the operating
Built for the operating
reality of growing companies.
We focus on businesses where valuable employees are carrying a large volume of administrative, research, coordination, and reporting work.
Construction & Contractors
- Bid and project research
- Proposal and document support
- Daily reporting and follow-up
Transportation & Logistics
- Quote and load documentation
- Customer updates
- Dispatch and exception summaries
Aggregates & Materials
- Opportunity monitoring
- Quote preparation
- Ticket and invoice workflows
Industrial Services
- Work-order summaries
- Compliance documentation
- Customer reporting
Professional Services
- Research and drafting
- Client onboarding
- Knowledge retrieval
Distribution
- Product and order inquiries
- Sales support
- Inventory reporting
Manufacturing
- SOP access
- Production reporting
- Vendor research
Growing Small Businesses
- Administrative capacity
- Management reporting
- Repeatable workflows
08 / Make it concrete
What can AI actually do?
Practical assistance for real work—always based on the systems, data, security requirements, and approval needs of your business.
01Research prospects
02Draft follow-ups
03Analyze documents
04Prepare reports
05Monitor opportunities
06Summarize meetings
07Build proposals
08Organize knowledge
09Create marketing content
10Analyze spreadsheets
11Assist collections
12Prepare management briefings
13Search company documents
14Support customer service
15Track workflows
16Create SOPs
AI should work for your team—
not around it.
Good implementation includes appropriate permissions, security, employee review, approvals, and human oversight. High-impact decisions should remain under appropriate human control.
Mark Staley-Borrego, MBAFounder / AI Workforce Advisors
09 / About usBusiness first.
Business first.
AI second.
AI Workforce Advisors is a practical implementation consultancy focused on translating rapidly evolving AI technology into useful business systems.
We begin with the way work actually happens—who does it, what information employees need, where time is lost, what must remain under human review, and what outcome matters to the company. Only then do we recommend technology.
01Practical over theoretical
02Platform-neutral advice
03Measured, responsible implementation
Founder
Mark Staley-Borrego, MBA
Mark brings 20 years of operating and business-development experience, including 15 years in real estate development and five years in construction and aggregates. His industry career culminated in serving as Vice President of Sales and Marketing at Central Texas Stone and Aggregate. He earned his MBA from Texas A&M University and works bilingually in English and Spanish.
View Mark on LinkedIn10 / Common questionsClear answers.
Clear answers.
No AI hype.
Still deciding whether an audit makes sense? Start with a conversation. You do not need to understand the technology before talking with us.
Ask a questionStart with clarity
Find out what AI could do inside your business.
You don’t need to understand AI before talking to us. That’s our job.
We’ll examine how your company operates, identify practical opportunities, and show you where AI may save time, increase capacity, and help your company scale more efficiently.
AI Opportunity Audit$500Up to approximately 5 hours
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