Foundations

Your team gets more out of every system when they already know how to use AI.

Foundations is hands-on AI training and implementation for owners and their teams. We start with the work you already do every week, build the AI workflows that save the most time, and stay until your people use them without us.

A free conversation about your work. No pitch deck, no pressure.

Most teams tried AI once and stopped.

Someone typed a vague question into a chatbot, got a vague answer back, and decided AI was overhyped. That isn't a people problem. Nobody showed them how it fits the work they already do.

Meanwhile the same tasks keep eating the week. Quote follow-ups, job notes, patient reminders, vendor comparisons. That's where AI pays off, once your team knows how to point it at real work and make it a habit.

The base everything else is built on.

Every Strata service stands on its own, so you can start wherever you need help most. But when your team already uses AI in their daily work, everything we build next gets adopted faster and pays off sooner.

Start anywhere. Go further with Foundations.

We meet your team where they are.

Some people haven't opened an AI tool yet. Others are already building their own. Most teams have both. We start with each person's real work and move them up a level by building something they'll use that week.

Just starting

Hasn't found a reason to use AI yet, or isn't sure where to begin.

What we doPick one task they do every week and show them the time it gives back.

Trying it

Uses AI now and then for one-off questions. Results are hit or miss.

What we doTurn those one-offs into a repeatable routine with clear instructions they can reuse.

Using it every week

AI is part of how they work, but each step still runs by hand.

What we doConnect it to your other systems and link steps together so less depends on copy and paste.

Building for others

Builds tools and workflows the rest of the team relies on.

What we doHelp them build safely, set clear rules for what goes into AI, and spread what works across the business.

From one good idea to a daily habit.

Training on its own fades by Friday. We tie every session to a workflow your team runs on live work right away.

1

List the work that repeats

We sit with your team and write down the tasks that come up every week. Drafting, sorting, summarizing, researching, deciding.

2

Pick the first wins

We sort every idea by how much time it saves and how easy it is to start. Big savings that are easy to start go first, because early wins build momentum.

3

Build it with you

We build the workflow on your real work, with your tools, so it fits how you already operate.

4

Use it this week

A workflow nobody uses is just a demo. Your team runs it on live work right away, and we adjust what doesn't fit.

5

Hand it off

We document it, train the people who own it, and make sure it keeps working after we step back.

What this looks like in your business.

The best first use cases are the ones your team already does every week and nobody enjoys.

Trades and home services

  • Follow up on every open quote without retyping the same message
  • Turn crew notes into a clean daily job report
  • Draft customer updates when a job runs late
  • Compare supplier or equipment options side by side before you buy

Independent medical practices

  • First drafts of patient reminders and recall messages
  • Summarize payer and policy updates into plain language for staff
  • Write and clean up front-desk procedures and checklists
  • Compare vendor and software options before a decision

Every engagement includes clear rules for what goes into AI and what stays out, especially customer and patient information.

Four ways to work together.

Every engagement starts with a free Foundations call. Pricing comes after we understand your business, not before.

Learn by building

Multi-week program

Training and build sessions over several weeks. Your team builds their own workflows with us alongside.

In person or online

Team workshop

A hands-on session for your team. Everyone leaves with their ideas sorted and a first workflow to try that week.

Ongoing

1:1 AI coaching

Recurring online sessions for an owner or key person. Bring real work, and we build skill one task at a time.

Already working with us on Automate? Every Automate build includes a training handoff, so your team uses what we build from day one.

Start with one task. Use it this week.

Not sure where your team stands? That's the first thing we figure out together.