AI Consulting and Services

AI Consulting & Implementation Services to Automate, Optimize, and Future-Proof Your Business

We help businesses integrate AI — strategically and operationally — through automation consulting, intelligent agent design, and prompt engineering. Whether you're in marketing, finance, real estate, ecommerce, logistics, legal, or healthcare, our AI consulting services help you save time, cut costs, and stay ahead of the competition.

Most businesses are losing time and margin on repetitive tasks, disconnected systems, and outdated workflows. Meanwhile, competitors are using AI to automate lead generation, streamline internal ops, enhance customer service, and launch smarter marketing campaigns with half the effort.

Our AI consultants help you identify real use cases, design agents that actually perform, and implement tools that integrate directly with your CRM, CMS, spreadsheets, or internal systems. We build with tools like OpenAI (GPT-4, GPT-4o), Claude, Zapier, Make, Notion AI, Google Workspace, Airtable, and more — tailored to your industry.

From small businesses to scaling startups, our clients trust us to bring practical, revenue-focused AI consulting and services that keep them competitive, automated, and efficient — not left behind.

Ready to create content that actually delivers?

Why AI Now — And Why Most Businesses Are Falling Behind

AI isn’t a future trend. It’s a present advantage — and businesses that hesitate are already losing time, customers, and margins to faster-moving competitors.

While some companies are still testing ChatGPT on their phones, others are using AI to:

  • Automate repetitive tasks across marketing, sales, and operations

  • Streamline client onboarding, email sequences, and internal communication

  • Deploy custom GPT agents to handle customer support, lead qualification, and data cleanup

  • Write better content, proposals, listings, and reports in minutes

  • Connect tools like HubSpot, Slack, Notion, or Google Sheets into smart, self-updating workflows

We help businesses turn these possibilities into real workflows, measurable ROI, and everyday efficiency — fast.

AI Isn’t Just for Tech Startups. It Works Across:

  • Real Estate → Automated listing descriptions, client onboarding agents, CRM triggers

  • Marketing Agencies → Client reporting bots, ad copy generators, prompt templates for team use

  • Ecommerce → AI product description generation, customer support agents, abandoned cart sequences

  • Healthcare & Clinics → Patient follow-up flows, document drafting, intake bots

  • Legal Services → AI-assisted drafting, form automation, intake filtering

  • Finance & Accounting → Auto-generated reports, reconciliations, data cleaning tools

  • Education & Coaching → AI quiz creation, content repurposing, lead response bots

  • B2B Services → Proposal builders, AI assistants for sales teams, SOP automation

  • Hospitality & Events → Guest messaging bots, event sequencing, automated feedback loops

If your business runs on people, processes, or content — AI can help you do more with less, faster and smarter than ever before.

AI Consulting Services We Offer

We don’t just tell you to “use AI.” We help you understand where, why, and how it fits into your business — and build a clear plan for execution.

Our consulting services are designed for founders, operators, and teams who want real results, not vague innovation.

  • We analyze your current workflows, customer journey, and tech stack to uncover high-leverage opportunities where AI can reduce costs, increase speed, or improve consistency.

    You’ll get:

    • A full audit of automation gaps

    • Prioritized AI integration roadmap

    • Tool/platform recommendations by use case

    • AI ROI benchmarks by industry

  • We develop custom prompt templates and use guides for your team based on your internal processes and goals — so your employees get real value from tools like ChatGPT, Claude, Perplexity, or Gemini.

    You’ll get:

    • SOP-level prompt templates

    • Department-specific AI use cases (sales, ops, support, HR)

    • Team onboarding & enablement materials

    • Compliance + privacy frameworks if needed

  • We help map and design AI-augmented workflows using tools like Zapier, Make, Airtable, Notion, and Google Workspace — so your business starts running faster behind the scenes.

    Use cases include:

    • Auto-updating CRM records

    • Generating documents from form data

    • Sending AI-generated emails based on triggers

    • Organizing inbound lead info from web forms

  • Half-day or full-day sessions to help leadership understand AI’s risks, rewards, and roadmap — tailored by vertical.

    Includes:

    • Current state of AI in your industry

    • Tactical use cases based on your ops

    • Tool stack evaluation

    • Live prototyping or idea validation

Our Process – From Audit to AI Deployment

Our process is designed to take you from idea to implementation — quickly, efficiently, and with full visibility at every step. Whether you need strategy, agents, or full AI automation systems, we make the process seamless.

AI Audit & Opportunity Mapping

We start by conducting a deep audit of your business operations, workflows, tech stack, and customer experience. Then we map out where AI can reduce manual work, improve speed, or boost revenue.

You’ll receive:

  • A ranked list of AI opportunities

  • Platform and tool recommendations

  • KPI alignment + potential ROI breakdown

Custom AI Strategy + Prompt Engineering

Next, we build a customized AI strategy based on your industry, team structure, and business goals. We create detailed prompt templates, user guides, and workflow documentation so your team can start using AI the right way.

Includes:

  • Prompt libraries tailored to your business

  • Department-specific use cases (sales, support, marketing)

  • Strategy documentation for internal enablement

AI Tool Integration & Workflow Automation

We implement smart automations using tools like Zapier, Make, Airtable, Google Sheets, and OpenAI’s API — so your business gets real-time efficiencies and hands-free execution.

Examples:

  • Automated lead routing + responses

  • AI-generated reports or emails

  • CRM + Slack + Notion smart syncs

  • GPT agents that answer client FAQs or handle intake

Training, Testing & Continuous Optimization

We train your team on how to use the new AI tools, test results against key KPIs, and continually optimize for speed, performance, and ROI. AI isn’t one-size-fits-all — we make sure it fits you.

You’ll get:

  • Onboarding materials & video walkthroughs

  • Monthly optimization sprints (optional)

  • Slack or email support for iteration

Ever wonder how many people it really takes to run a killer social media account? 👀 Spoiler: It’s not a one-person job!⁠ ⁠ Here’s the secret—our team tackles each account with specialized roles, from strategy to content creation. W

What out clients are saying…

  • "The RDM team is flexible with accommodating to their client's schedule, always looking for feedback on their work for client satisfaction, and they offer professional recommendations for change as needed. They are an excellent group to work with and their customer service is entirely above par."

    Robin Binkley, Real Equity Investment Partners

  • "We have been working with Roys for over a year now and we have seen such growth in our social media platforms. They have helped us plan strategically, given great insight and feedback and help us course correct where needed. They bring new ideas to the table and are so friendly and kind. They bring their best and are humble and open to ideas from clients as well. I highly recommend Roys and it's been an honor to work with them."

    Ryan Bradley, Bara Church

  • "Working with RDM was absolutely amazing! Everyone is on top of their game and truly knows the digital media world. Any questions I ever have, they are quick to answer! You cannot go wrong with RDM, they are a one stop shop for all digital media needs."

    Marisa Perez, My Violet Staging Designs

  • "Within the first month of Roys Digital Media taking control of our social media platforms we saw an immediate growth. We heard from clients and vendors that they were very impressed and happy with the changes being made to our platforms and the content being produced was beneficial in many ways. The staff at Roys Digital Media has been extremely easy to communicate with and very attentive to our needs. They have been able to connect the vision and values of our family business in the content they are producing and we are very thankful for that!"

    Austin Andersen, Deep In The Heart Farms

  • "I had an amazing experience working with Roys Digital Media for my new business logo. We worked with Jillian, who was quick with edits and revisions, and she delivered high-quality work faster than I expected. RDM's creativity exceeded my expectations, bringing our vision to life in a way that felt both unique and professional. Communication was seamless, and they truly listened to our ideas while providing valuable input and taking some creative liberty. Our team couldn't be happier with the final result. If you're looking for a team that's efficient, creative, and professional, I highly recommend RDM!"

    John Whitehurst

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