MarkSet AI Consulting
AI consulting that ships working automations.
MarkSet AI runs retainer engagements for businesses. We identify your highest value AI opportunities, build the first practical automations, and leave your team with a repeatable process for every AI initiative after that.
Three areas of focus
AI workflow automation
Practical AI assisted workflows that reduce repetitive administrative work, improve response times, and help staff get more done without adding headcount.
- Data extraction from forms, documents, email, and spreadsheets
- Request, inbox, and back office workflow triage
- Microsoft 365 and Teams automations
- Quoting, invoicing, and administrative workflow support
- Third party system workflow review
- Repetitive data entry and missing information checks
AI strategy, pathways, and guidance
Finding the correct high impact uses of AI for your organization, and steering you away from low value or risky implementations before they cost you money.
- An AI opportunity roadmap for the whole organization
- Department by department use case review
- Prioritization by impact, complexity, risk, and readiness
- Where AI should assist versus where humans stay in control
- Independent vendor and tool evaluation
- Leadership guidance for practical AI adoption
Team enablement
Making sure the automations outlive the engagement: your team learns to run, adjust, and extend what ships, with guardrails that keep humans in control.
- Practical AI training for staff, matched to their tools
- Reusable prompt playbooks and templates
- Documentation for every shipped workflow
- Guardrails for safe usage: what stays human
- Vendor and tool onboarding support
- A repeatable process for the next AI initiative
How a 90 day launch runs
Month 1
Find the highest value work
A workflow and AI opportunity inventory across departments, a systems and access review, ranking by impact and risk, and a first quick win prototype.
Month 2
Build and test
The first priority workflow gets built with the people who will use it and tested on the real cases they handle every day.
Month 3
Make it stick
Refinement, documentation, staff training, and a written roadmap for the next three to six months.
Month 4+
Support and expand
Ongoing support for what shipped and implementation of the next priorities as your team's AI practice grows.
A retainer built around your priorities
You get dedicated senior capacity every month, typically 20 to 25 hours of AI workflow design, implementation, meetings, documentation, and support. The first 90 days take you from discovery to a working automation your team runs.
Every quarter we review results and priorities together and adjust the roadmap to your goals, so the engagement always tracks what matters to you now.
Start focused with a single workflow, or move faster across several departments in parallel. The retainer is sized to match your ambition.
Every retainer includes
- AI workflow discovery and prioritization across departments
- Review of current workflows: operations, finance, data entry, third party systems, Microsoft 365, and internal administration
- Guidance on correct, high impact AI usage across the organization
- Implementation of your monthly priorities, each workflow driven to production before the next begins
- AI and data extraction prototypes using approved systems and data sources
- Staff training, templates, and documentation for everything that ships
- Safe AI usage guidance: human review, access controls, privacy aware implementation
Bigger builds, such as custom applications or deep system integrations, get their own dedicated proposal. Third party software, hosting, and AI model costs are always transparent and approved by you before they are incurred.
Consulting questions, answered
How is a MarkSet AI consulting engagement structured?
As a monthly retainer with dedicated senior capacity, typically 20 to 25 hours per month of AI workflow design, implementation, meetings, documentation, and support. The launch runs 90 days, billed monthly, and from there the retainer continues around your priorities with a quarterly review.
What happens in the first 90 days?
Month 1 covers a workflow and AI opportunity inventory, a systems and access review, opportunity ranking, and a first quick win prototype. Month 2 builds and tests the first priority workflow. Month 3 refines it, documents it, trains staff, and sets the roadmap. From month 4 the retainer continues as ongoing support and new priorities.
How do you handle sensitive data?
Work involving customer, financial, clinical, or health related data is handled with appropriate access controls, privacy aware implementation, and human review. Guidance on where AI should assist versus where humans must remain in control is part of every engagement.
Do you replace our existing systems?
That is always your call. Most engagements build on the systems you already run, such as Microsoft 365, your CRM, and your existing line of business software, automating around what works. When a system genuinely holds you back, we help you evaluate replacements on your terms.
What if we need more than the retainer covers?
Larger initiatives, such as custom application development or deep system integrations, get their own dedicated proposal, so the retainer stays focused on your monthly priorities. Third party software, hosting, and AI model costs are always transparent and approved by you in advance.
Can the engagement change after 90 days?
Yes. The retainer adapts as your needs change: from month 4 most clients continue with ongoing support and new priorities, reviewed together each quarter.
Request a proposal
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