COMMON GROUND Let’s talk

AI consulting for businesses of every size

Use AI on
the tasks you repeat.

We help you choose where to use AI, connect your tools, and train your team.

See the AI Audit Explore the services
Strategy → Systems → Adoption Common Ground AI / Consulting, automation, training
Review your processes Build the automation Train your team

Services

Six things we can set up for you

We build automations, dashboards, and AI workflows around your existing tools. The examples use sample information.

AI assistants Automation Connected tools Dashboards Playbooks Training
EXPLORE THE SERVICES
01 / 06

01 / AI Agents & Copilots

Help with recurring questions

An AI assistant can draft replies, classify inquiries, or search approved sources in the tools your team uses.

WHEN IT HELPSWhen the same questions keep landing in your inbox.

What we can set up

  • A defined task and approved knowledge sources
  • Drafting, classification, or research workflow
  • Human review and clear escalation rules

You approve the response before anything is sent.

Discuss this service
EXAMPLE AUTOMATION

Inbox assistance

Draft replies using approved service information.

  1. 01
    START An inquiry arrives
  2. 02
    PREPARE Read the approved context
  3. 03
    HANDOFF Prepare a response draft
  4. 04
    HUMAN CHECK You approve before sending
Adapted to your existing tools
START WITH

New inquiry + your approved service information

LEAVE WITH

A categorized inquiry and a draft for you to review

02 / Workflow Automation

Stop re-entering the same information

Connect intake, updates, and reporting so a recurring process moves from one step to the next.

WHEN IT HELPSWhen information is re-entered into two or three places.

What we can set up

  • A map of the current and proposed workflow
  • Connected steps with checks for missing information
  • Error notifications and a simple handoff guide

Errors and missing information are flagged for a person to review.

Discuss this service
EXAMPLE AUTOMATION

Client intake

Move submitted details into a record for review.

  1. 01
    START A form is submitted
  2. 02
    PREPARE Check and organize the details
  3. 03
    HANDOFF Create a record in your tools
  4. 04
    HUMAN CHECK Flag missing details for review
Adapted to your existing tools
START WITH

A submitted intake form

LEAVE WITH

An organized record and a task assigned for review

03 / Connected AI Tools

Find answers in your own documents

Connect an assistant to the documents and applications it needs, with access limited to the agreed task.

WHEN IT HELPSWhen finding an answer means asking three people.

What we can set up

  • A connection to agreed sources through APIs or MCP
  • Access boundaries matched to the job
  • Answers with source references where supported

Permissions and sensitive sources are agreed before connection.

Discuss this service
EXAMPLE AUTOMATION

Connected knowledge

Find relevant passages in approved documents.

  1. 01
    START A question comes in
  2. 02
    PREPARE Search approved documents
  3. 03
    HANDOFF Prepare an answer with sources
  4. 04
    HUMAN CHECK Check the sources before use
Adapted to your existing tools
START WITH

A question + permitted company sources

LEAVE WITH

An answer with the source material attached

04 / Dashboards & Data Tools

One view of the numbers you decide on

Clean up scattered exports and build a view around the decisions you need to make.

WHEN IT HELPSWhen the numbers exist but nobody has a reliable view.

What we can set up

  • A cleaned and organized dataset
  • A dashboard built around agreed questions
  • Refresh instructions and metric definitions

Metric definitions and source limitations stay visible.

Discuss this service
EXAMPLE AUTOMATION

Weekly reporting

Collect data for a scheduled summary.

  1. 01
    START The scheduled time arrives
  2. 02
    PREPARE Collect agreed data sources
  3. 03
    HANDOFF Prepare the weekly summary
  4. 04
    HUMAN CHECK Review gaps and unusual values
Adapted to your existing tools
START WITH

Sales, operations, or customer exports

LEAVE WITH

A consistent view of the measures you choose

05 / Reusable AI Workflows

Reusable prompts and playbooks

Turn a repeated task into a prompt library, skill, or playbook that your team can run consistently.

WHEN IT HELPSWhen good work depends on remembering every step.

What we can set up

  • A repeatable sequence with clear input requirements
  • Reusable prompts or skills for the chosen tools
  • Examples and review criteria

Your team checks accuracy and fit before using the output.

Discuss this service
EXAMPLE AUTOMATION

Repeatable team workflows

Use a repeatable process to prepare a draft.

  1. 01
    START A recurring task begins
  2. 02
    PREPARE Gather the inputs and context
  3. 03
    HANDOFF Prepare the next handoff
  4. 04
    HUMAN CHECK The team reviews the result
Adapted to your existing tools
START WITH

A topic, approved sources, and a brief template

LEAVE WITH

A first draft with a repeatable review checklist

06 / AI Training & Adoption

Training on your team’s own tasks

Workshops and coaching using the tasks your team needs to complete.

WHEN IT HELPSWhen access to new tools hasn’t changed how work gets done.

What we can set up

  • A session built around your team’s tasks
  • Guided practice with examples you can reuse
  • Usage boundaries and practical next steps

The session is scoped to the people and tools involved.

Discuss this service
EXAMPLE WORKING SESSION

Team adoption

Practice a task and document the steps.

  1. 01
    START Bring a real recurring task
  2. 02
    PREPARE Practice with your existing tools
  3. 03
    HANDOFF Document the working process
  4. 04
    HUMAN CHECK Agree when a person steps in
Adapted to your existing tools
START WITH

Your team’s responsibilities and current tools

LEAVE WITH

A practiced workflow and a reference your team can keep

Client intake example

From inquiry
to a reviewed response

An intake automation can organize an incoming email, prepare a draft, and ask you to review it before sending.

  1. 01
    Capture

    Keep the original message and the details.

  2. 02
    Organize

    Put the information where your team needs it.

  3. 03
    Review

    Leave the final decision with a person.

CLIENT INTAKE / EXAMPLE AUTOMATION Your existing tools
Example flow / Client intake
JL
Jordan Lee New project inquiry · Example
Intake
INBOX / INQUIRY #024

“Where should we start?”

01 / CAPTURE Received
INTAKE / ORGANIZED RECORD

Organized inquiry details

Contact
Jordan Lee
Need
Client intake & handoffs
Current tools
Email, spreadsheet, task board
Suggested next step
Review the current workflow
02 / ORGANIZE Record prepared
REVIEW QUEUE / DRAFT RESPONSE

Review the response draft

SUGGESTED RESPONSE

“Let’s walk through how an inquiry moves through your business today. We’ll identify where the handoffs get stuck.”

Nothing is sent without your approval.
03 / REVIEW Human review
Step 1 of 3 · Capture
Sample inquiry · the example does not send messages

Manual and automated intake

Where client inquiries
get lost

Compare copying details between tools with a process that creates a record and queues the next action for review.

CLIENT INTAKE / ILLUSTRATIVE WORKFLOW Manual handoffs
01 / INQUIRY

An email arrives.

Find the relevant details.

02 / ORGANIZE

Copy it to a spreadsheet.

Re-enter the details by hand.

03 / NEXT STEP

Remember to follow up.

Track the next action yourself.

Check email, the spreadsheet, and the task board for the next action. You review the response before sending.
THE STARTING POINT Discover / Evaluate / Scope

The AI Leverage Audit / Two weeks

A plan for your
first AI project

The Audit reviews your current processes, ranks three AI opportunities, and gives you a detailed scope for one of them.

01
DISCOVER Review your current process

Walk through the tools, tasks, and handoffs.

 02
EVALUATE Rank the opportunities

Compare value, effort, risk, and readiness.

 03
SCOPE Define the project scope

Define a workflow and practical first step.
$2,500 Two weeks · Remote

Full refund if the Audit doesn't find an opportunity worth more than its fee.

Discuss the Audit Read the full Audit details
COMMON GROUND 01 / DISCOVER

What you receive

A map of your processes

The tasks and handoffs where delays or missing information cause problems.

INTAKE Where does work arrive?
HANDOFFS Where does it wait?
DECISIONS What needs your judgment?
Example format · the Audit uses your business information
COMMON GROUND 02 / EVALUATE

What you receive

Three ranked opportunities.

Each opportunity is assessed for value, effort, risk, and readiness.

01 Best place to startImpact · Effort · Risk · Readiness
02 Worth a closer lookWhat needs to be true first?
03 A later opportunityWhat would make it worthwhile?
Example ranking · your opportunities are identified during the Audit
COMMON GROUND 03 / SCOPE

What you receive

A detailed scope for one project

A practical plan that any qualified developer can work from.

The workflow and the desired outcome
Tools, data, and access requirements
Boundaries and human review
Acceptance checks and the first step
You keep the scope and can use it with another developer.

The approach

We start with how the work moves today

We review the tasks, data, and handoffs in your current process before recommending tools or a build.

01

Review the process

Walk through the workflow your team uses today.

02

Compare options

Compare value, effort, risk, and readiness.

03

Scope a project

Scope the strongest opportunity so it can be built.

Certified in Anthropic’s AI Fluency and Teaching AI Fluency. More about Common Ground

Who we work with

When everything
runs through you

We work with owners, departments, and teams inside larger companies who need help managing recurring tasks.

01 / CAPACITY

Too much depends on you

You handle client work, planning, and communication, with little time left for improvements.

02 / CLARITY

Scattered business data

Sales, inventory, and customer information are scattered across spreadsheets.

03 / GROWTH

Steps that live in one person’s head

Your team needs a documented process as the business grows.

In practice / Content creator

Using analytics to guide a content plan

A solo TikTok creator in the kawaii niche. Analytics work across a 71-video catalogue identified “Destination” videos as a stronger format and helped guide the content mix.

This example covers analytics and content planning. It does not show an implemented business automation.

Month one · August 2026
7 to 16 Monthly videos
2.2 times Follower conversion
43 percent Returning viewers

One client, first month. Reach fell approximately 64% as a pre-engagement viral spike wound down. Conversion per 1,000 new viewers rose from 0.52 to 1.15, July to August; some of the gain is mechanical as casual viewers drop away. Returning viewers rose from 14% in May. These observations are not a promise of results.

FAQ

Before you book the Audit

Explore all FAQs
Do I need a technical team?

No. The Audit and the project scope are written for the people who run the work, not developers. If a recommendation needs a developer, we'll say so, and we can help build it.

How much does the Audit cost?

The Audit is $2,500, paid when you book. It takes two weeks and runs remotely.

How do you handle my data?

Access, confidentiality, and approved tools are agreed before work begins. An NDA is available.

What if the Audit finds nothing worth pursuing?

If the Audit does not surface an opportunity worth more than its fee, we refund the fee in full.

Let's talk

What task is taking
too much time?

Tell us about the task, the tools you use, and where you need help.

Book a 30-minute call

Usually replies within one business day.

Or send a short note.

Usually replies within one business day.