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AI consulting for SMEs: half a day to know where AI makes sense in your business

For us, AI consulting for SMEs means half a day at your premises or with us in Zurich, where we look at your workflows, prioritise three to five use cases, choose suitable tools, check data protection under the Swiss revDPA and train your team. Within a week, you have the report, with sequence, effort and benefit per use case. Whether you then implement with us, get started yourselves or drop a point is your decision. We advise from practice, not theory: our website analysis tool, our enquiry handling and our first drafts run on our own software with AI support, everything is finished by hand, and for Xenolu we built the AI integration ourselves. What we recommend, we already have in use in our own business or for clients.

AI workshop: a workflow sketched on the whiteboard while the team looks on
AI workshop: a workflow sketched on the whiteboard while the team looks on
  • 32 references in the region
  • Based in Zurich and Lachen SZ
  • Fixed price from CHF 1,900
  • Live in 4 to 6 weeks

No strategy paper for the drawer, but a list of three to five workflows worth doing, with tool, effort and sequence.

  • Half-day workshop at your premises or in Zurich
  • Report with prioritised use cases within a week
  • Implementation by us optional, you decide afterwards
  • Everyone talks about AI, nobody says what fits you

    You know you should do something, but not whether it's the chatbot, quote automation or none of it. And every hour of research is an hour missing from the business.

  • The team is trying ChatGPT, but without rules

    Customer emails get pasted into a free tool, quotes with names and addresses along with them. Nobody means harm, but under the Swiss revDPA it's a problem.

  • Consulting that ends in a slide deck

    You've met consultants who talk a lot, deliver a document and then disappear. Nothing got implemented afterwards, because the next concrete step was missing.

What the AI consultation includes

  • Half-day assessment

    Together with you and the people who do the work, we walk through the day: enquiries, quotes, job reports, accounting, communication. Where time gets lost, where errors happen.

  • Use case prioritisation

    All the ideas become three to five, sorted by benefit and effort. What pays off within weeks comes first. What would merely be nice goes on the list for later.

  • Tool selection

    For each use case, we say whether an existing tool is enough, whether a setting in bexio or Microsoft 365 will do, or whether a custom module is needed.

  • Data protection check under the revDPA

    Which data may go into which tool, where it's stored, what needs to be in the privacy policy. You get clear rules for the team, not legal jargon.

  • Team training

    In the second part of the workshop, your staff practise on real examples from your business: an enquiry, a quote, a review. With rules on what may go into the AI and what may not.

  • Report within a week

    A few pages, no slide deck: the prioritised use cases, the recommended tool for each, effort, sequence and the data protection rules. Understandable for everyone in the business.

  • Implementation by us, optional

    If you want, we implement the first use case: as a chatbot, an automation module or an AI feature in your software. If not, you still have a plan.

What AI does here, and what it doesn't

What AI does

  • Helps us review your workflows, templates and sample enquiries before the workshop and spot patterns
  • Provides live examples in the workshop: a quote draft from your real enquiry, a reply to your real review
  • Writes the first draft of the report, which we then check and complete point by point

What a person does

  • Doesn't judge which workflow in your business takes priority, we do that with you at the table
  • Sees no customer data you haven't explicitly released to us for the workshop
  • Doesn't replace the training, a person stands in front of your team and answers questions

The tools we recommend are hosted in Switzerland or the EU and process data under the Swiss revDPA. Anything from the workshop that reaches your customers is checked and approved by a person first.

The initial call is free. For the half-day workshop with report, you receive a fixed-price quote after a short analysis. If you then have something implemented: individual automations and the chatbot as modules from CHF 2,500, ongoing support optional.

From initial call to report

  1. Initial call and preparation

    30 minutes, free of charge. Afterwards you send us a few examples: enquiries, quotes, reviews. We review them before the workshop.

  2. Workshop, half a day

    At your premises or in Zurich. Morning for workflows and use cases, afternoon for tools, data protection and training on your real examples.

  3. Report within a week

    Prioritised use cases, tool per case, effort, sequence, data protection rules. We go through it with you in a short call.

  4. Decision and implementation

    You decide what you do yourselves and what we should build. For implementation, you receive a separate fixed-price quote.

Frequently asked questions

Which businesses is the AI consultation worth it for?

For SMEs from around three people that regularly deal with enquiries, quotes, job reports or reviews: trades, cleaning, facility services, garages, practices, beauty, property, transport. For sole traders, the free initial call is often enough.

Do we need to prepare anything?

Very little. A few everyday examples, say five enquiries, two quotes, two reviews, and the people who work with them should be at the workshop. We prepare the rest.

What's in the report?

Three to five prioritised use cases with benefit and effort, the recommended tool for each, the order of implementation and the data protection rules for your team. A few pages, understandable, no jargon.

Are we obliged to implement with you afterwards?

No. The report is yours. Many use cases can be implemented yourselves with a setting in bexio or Microsoft 365, and we say so in writing. Where a custom module is needed, we quote it separately.

What does the AI consultation cost?

The initial call is free. For the half-day workshop with report, you get a fixed-price quote after a short analysis. Any later implementation is quoted separately, individual automations as modules from CHF 2,500.

What about data protection if the team uses ChatGPT?

We settle that in the workshop: which tools with Swiss or EU hosting are an option, which data must never go into a tool, and what belongs in your privacy policy. Your team gets rules that work day to day.

Half a day, then you know.

Book the free initial call. We'll tell you beforehand whether the workshop makes sense for your business at all.

Or just call

+41 79 893 88 72

We reply within one working day, personally and without a ticket system.

+41 79 893 88 72