Owner-First AI Transformation

Three weeks to understand the business, train the owner, and put one AI workflow to work.

In three weeks, First Class Management learns the business, builds the owner's AI working environment, trains the owner, implements one bounded workflow, and prepares the next 90 days.

$8,500Small-business pricing

The price covers company-level discovery and planning, plus setup and training for one owner. Employees are not included.

Three ways to engage

Match the engagement to the operating problem.

Who it is for

For an owner ready to put something useful into operation.

The company has recurring administrative or knowledge work worth improving. Employees need a clear and responsible approach. Leadership is willing to provide access to people and representative workflows.

It is not designed for a company seeking a large custom software build, a formal cybersecurity audit, or a fully outsourced transformation office for $8,500.

01

Allocation $2,250

Business and Workflow Discovery

We begin with the owner, then examine the work itself.

Included

  • Owner kickoff and business-context interview
  • Up to two on-site working days within approximately one hour of Charlotte
  • Up to six stakeholder interviews
  • Examination of up to two workflows
  • Review of representative tools, documents, recurring work, and handoffs
  • Identification of administrative drag, knowledge gaps, and owner dependency

You receive: Current-state findings and a practical opportunity inventory.

02

Allocation $1,250

AI Opportunity and Tool Plan

We compare potential uses based on business value, feasibility, adoption difficulty, and risk.

Included

  • Review of current tools and AI use
  • Selection of appropriate AI products for the owner
  • Three priority opportunities
  • 90-day roadmap
  • Identification of specialist or risk needs

You receive: A clear tool path and an ordered plan.

03

Allocation $1,750

Owner AI Foundation and Training

We set up an owner-controlled working environment and teach the owner to use it.

Included

  • Guided setup of ChatGPT and Claude business workspaces when each is justified
  • Relevant owner and company context
  • Foundational instructions and approved prompt patterns
  • Reusable projects, templates, and knowledge resources
  • Two 90-minute hands-on working sessions
  • Personalized owner AI playbook

You receive: A working AI environment and the ability to use it confidently.

04

Allocation $2,250

One Starter Workflow System

We select one bounded, high-utility workflow and put it into operation using approved existing tools.

Included

  • Workflow design
  • Prompts, instructions, templates, and basic automation
  • Up to two standard tool connections when no custom development is required
  • Testing with representative examples
  • Human review and exception steps
  • Owner training and operating instructions

You receive: One practical workflow working under real conditions.

05

Allocation $1,000

Measurement and Handoff

We document the system and establish the evidence needed for the next decision.

Included

  • Initial company AI-use guidelines
  • Baseline and early measures for the starter workflow
  • Final executive readout
  • Written decision and next-step record

You receive: A documented system, initial evidence, and a plan for what comes next.

Employee add-on

Add employees for $1,000 per person.

The price is the same regardless of title, department, or workflow. Each person receives personalized setup, training, prompt patterns, one role-specific use case, a follow-up, shared support, and a basic proficiency check.

The employee price does not include a separate custom automation, software product, API integration, or formal specialist review for every employee.

Larger organizations requiring work across multiple departments, locations, management layers, or workflow groups receive a custom quote.

Owner only$8,500

Owner plus 3 employees$11,500

Owner plus 5 employees$13,500

Owner plus 10 employees$18,500

Larger companies

Custom pricing for larger companies.

Larger companies may require department-level discovery, several workflow designs, manager training, information controls, implementation sequencing, technical coordination, and a broader adoption plan.

First Class Management scopes that work around the departments, workflows, locations, employees, systems, and specialist requirements involved. The company receives one coordinated proposal rather than an open-ended collection of employee add-ons.

Larger engagements are considered only after First Class Management understands the operating problem, procurement process, security and information requirements, specialist needs, and delivery capacity.

Request a Custom Quote

Scope and payment

Defined before the work begins.

The package assumes one legal business entity, one primary location or operating team, up to two operating areas and two workflows examined, up to six stakeholder interviews, up to two on-site working days, one owner, and one bounded starter workflow.

No custom software, API development, or formal legal, regulatory, privacy, or cybersecurity opinion is included.

  1. At signing$4,250
  2. After discovery$2,125
  3. Before setup and training$2,125 + employee fees

Common questions

What owners ask before beginning.

Do I need to know anything about AI before we begin?

No. The work is designed for owners who need a clear, practical starting point. You will learn through your own business and workflows.

Are both ChatGPT and Claude included?

They are evaluated. Both are configured when each has a justified role. First Class Management will not add a tool merely because it is available.

Who owns the accounts?

The client does. The client controls billing, administrator access, information, and passwords.

Does the package include an automation?

It includes one bounded starter workflow using approved existing tools. Custom development requires separate scope.

Can employees be included?

Yes. Employees may be added for $1,000 per person.

Will AI replace employees?

The initial purpose is to increase capacity, improve execution, protect knowledge, and reduce repetitive work. Staffing decisions remain with the client.

Can you work with a regulated company?

Potentially. The use case and information involved must be qualified. Specialists may be required.

A practical first conversation

Determine the right starting engagement for the business.

Discuss Your Business

Or email caitiepuma@firstclassmanagement.co