ELM Strategy AI setup for small business
AI SETUP FOR SMALL BUSINESS

Get the busywork off your plate.

The same customer text, answered by hand for the hundredth time. Appointment reminders you type one by one. A Saturday morning lost to scheduling instead of running your shop. I set up AI to handle it, built around how your business actually works.

Book a free call → 15 minutes, no pitch, just questions
Customer text Answered automatically
Hey! Do you have anything open Thursday afternoon?
Yes, we have 2:30 and 4:00 open Thursday. Want me to book one for you?
4pm works!
You're all set for Thursday at 4:00. See you then!
Answered in seconds. Nobody touched a phone.
Erica McAfee
WHO'S DOING THE WORK

Hi, I'm Erica.

I spent years building the finance and operations systems for a fast-growing tech company, the kind of setup usually reserved for teams with their own tech department. I used AI to do work that used to take a full team.

This is that same approach, sized down for a business like yours. I do the setup myself. No tech background needed on your end, and no long contract. If it's not saving you real time, you cancel.

A TYPICAL WEEK

Before, and after.

RIGHT NOW
  • Answering the same questions by text, over and over
  • Typing appointment reminders one at a time, or forgetting them
  • Losing a chunk of your weekend to scheduling and admin
  • Messages and reviews piling up until you finally get to them
AFTER SETUP
  • Common questions answered automatically, any time of day
  • Reminders go out on their own, every time
  • Your weekend is yours again
  • Nothing sits unanswered for days
MORE OF WHAT THIS LOOKS LIKE

Not just texts back. The money side too.

I spent years running finance and ops for a growing company before I did this. Chasing invoices and watching cash flow is where I actually started.

Accounts receivable

Follows up on unpaid invoices

Riverside Cafe · #1042Reminder sent
J. Alvarez · #10383 days overdue
Corner Deli · #1035Reminder sent
Flags what's overdue and sends the follow-up before you have to ask.
Accounts payable

Catches bills before they're late

Supplier invoice, $340due in 5 days
Want me to schedule this for Friday so it's paid on time?
You approve the payment. Nothing slips through.
Reviews

Drafts your review replies

★★★★★
"Loved this place, will be back!"
Thank you so much, we loved having you in. See you again soon!
Drafted for you. You just hit approve.
Dashboard

Everything that matters, in one place

$2,340
Revenue this week
18
Appointments this week
3
New customers
24
Messages answered for you
Today
9:00Maria T.
11:30Jordan K.
2:30Sam R.
4:00Walk-in slot open
To-do
Reorder supplies
Post this week's promo
Call Maria back re: Saturday
Needs attention
2 invoices overdue, $680 total
Supplier bill due Friday, $340
1 review awaiting your reply
Last updated 6 minutes ago Nothing's fallen through the cracks this week
Pulled together automatically, every morning. Open it, see your day.
Built for owner-run businesses, not tech companies:
salons dry cleaners boutiques contractors local restaurants med spas and similar
HOW IT WORKS

Three steps. No tech background needed.

I do the setup and the building. You keep running your business. Once it's up, I stay on to fix what breaks and add more as you need it.

01

Get you set up with Claude

I get your business set up on Claude, the AI assistant, in plain language. Accounts, access, the basics. Nothing to configure yourself.

02

Build it around your business

I set up your AI instance and build two or three of your most time-consuming processes into it. Things like answering common customer questions, writing appointment reminders, drafting your social posts, or keeping your schedule straight. We pick what eats the most of your week.

Setup starting at $1,500, one-time
03

Stay on it every month

A 30-minute call once a month to see what's working and what's not. I fix what's broken and build two or three more automations. Your AI keeps getting more useful instead of sitting there unused.

$500/month, cancel anytime
PRICING

Straightforward, two parts.

One setup fee to get running. Then a flat monthly rate to keep it running and growing.

ONE-TIME
$1,500starting at
  • Claude account and setup
  • Your AI instance, built for your business
  • 2-3 key processes set up and tested
Final price depends on how much you need built. You'll get a number after the intro call, not a surprise later.
MONTHLY
$500/ month
  • 30-minute check-in call
  • 2-3 new automations or fixes each month
  • Direct access if something breaks
Cancel anytime. No contract.
QUESTIONS

What people usually ask.

Do I need to know anything about AI already?

No. That's the point. I set it up, build it, and show you how to use the parts you'll actually touch. You don't need to understand how any of it works underneath.

What counts as an "automation"?

Anything that saves you time on a task you do over and over. Answering the same customer questions, writing appointment reminders, drafting social posts, summarizing reviews, keeping a supply list current. We start with whatever's eating the most of your week.

Can I just do the setup and skip the monthly plan?

Yes. The setup stands on its own. The monthly plan is there if you want it to keep improving instead of staying frozen at whatever we built on day one.

How is this different from your fractional finance and ops work?

Separate offer. My main work is fractional finance and ops for venture-backed startups. This is a smaller, standalone service for local and small businesses that just want AI set up and working.

Let's see if this fits your business.

Book a free 15-minute call. I'll ask about how your business runs day to day and tell you honestly if this is worth doing.

Book a free call →