AI Workspace Setup

Your tools. Your workflows. AI that actually knows your business.

The Gap Between Having AI and Using AI

Most businesses sign up for AI tools and never get past the blank screen. The subscription is active, but nobody configured it. Nobody loaded your business context, connected your systems, or built workflows that match how your team actually operates.

The result: expensive tools collecting dust, teams defaulting to Google searches, and the CEO wondering why AI hasn't delivered on the promise.

What We Do

EagleWorks AI configures your AI platforms so they work like a team member who already knows your business. We load your context, connect your tools, build role-specific workspaces, and train your team to use them. You don't learn AI theory. You walk away with a working system.

How It Works

Discovery

We start with a complimentary 30-minute call to understand your current tools, team structure, and priorities. We recommend completing our short AI Readiness Survey beforehand so we can hit the ground running. No cost, no obligation.

1.

Role Configuration

We build AI workspaces tailored to each role on your team. Each role gets its own setup tuned to their specific workflows, tools, and daily tasks. Same role, same setup deployed across multiple people. Different roles get distinct configurations.

2.

Your AI Foundation

Every engagement starts with a base layer your entire AI environment runs on. We load your company context, brand voice, shared knowledge (handbooks, SOPs, pricing, FAQs), and connect your core systems (email, calendar, cloud storage, CRM). This foundation is inherited by every role we configure.

3.

Walkthrough & Handoff

We walk your team through everything, recorded for future reference. We identify your AI Champion (the go-to person internally) and provide structured follow-up support with scheduled check-ins.

4.

Choose Your Setup

✓ 1 user, up to 2 AI platforms configured (e.g., Claude + Copilot, or Claude + Gemini)

✓ AI Foundation build: company context, brand voice, shared knowledge base

✓ 2-3 role-specific AI workspaces built and configured

✓ Core integrations connected (email, calendar, cloud storage, CRM)

✓ Knowledge base organized and uploaded (handbooks, SOPs, pricing, FAQs)

✓ 1-hour recorded walkthrough of your complete setup

✓ 2x 30-minute check-ins over 30 days

Optional ongoing support starting at $300/month

For solo operators and founders who want AI tools that work as hard as they do.

Solo / Founder

$1,500

✓ Everything in Solo/Founder, plus:

✓ Platform audit and recommendation based on your team's needs

✓ Up to 4 unique role configurations deployed across your team

✓ Role-specific prompt libraries and workflow templates

✓ AI Champion identified and coached to manage day-to-day

✓ 2-hour team walkthrough session

✓ 30-day email and chat support

Optional ongoing support starting at $500/month

For companies with 2-10 employees where distinct roles need their own AI configurations.

Team

$3,500

✓ Everything in Team, plus:

✓ 5+ unique role configurations across departments

✓ Deep knowledge base curation (policies, playbooks, department-specific documentation)

✓ Complex integrations with vertical and industry-specific tools

✓ Department-level rollout plan with phased deployment

✓ Multiple walkthrough sessions organized by role group

✓ 60-day support window with scheduled check-ins

Optional ongoing support starting at $750/month

For companies with 10+ employees across multiple departments or functions.

Organization

$7,500

Integrations

Every AI Workspace Setup includes connections to your core business tools. For specialized or industry-specific systems, we scope and quote integrations during discovery.

    
            Category
            Included (Core)
            Available (Add-on) 
        
            Email & Calendar
            Gmail, Outlook, Google Calendar
            Industry-specific email systems 
        
            Cloud Storage
            Google Drive, OneDrive, SharePoint
            Dropbox, Box
        
            CRM
            HubSpot, Salesforce
            Zoho, Pipedrive, industry CRMs
        
            Project Management
            Asana, ClickUp, Monday
            Basecamp, Jira, Trello
        
            Accounting & Finance
            —
            QuickBooks, Xero, FreshBooks
        
            Marketing
            —
            Mailchimp, Constant Contact, ActiveCampaign
        
            Industry / Vertical
            —
            FieldRoutes, ServiceTitan, Follow Up Boss, practice mgmt systems, custom databases

Common Add-ons

Each engagement is scoped to your team's specific needs. Common additions include:

Additional AI platforms beyond the 2 included in your tier
ChatGPT-to-Claude migration (transfer existing GPTs, projects, and workflows)
Extra role configurations beyond your tier scope
Expanded knowledge base buildout for large document libraries
Custom AI skills or workflow development
Business tool integrations (QuickBooks, Xero, marketing platforms, project management)
Industry-specific or proprietary system integrations (scoped separately)
Additional user deployments beyond tier scope

Add-on pricing is discussed during discovery and quoted based on your specific needs.

Getting Started

Every AI Workspace Setup begins with a free 30-minute discovery call. We assess your current tools, team structure, and priorities to recommend the right tier and scope.

Step 1

Complete our short AI Readiness Survey

Step 2

Schedule your complimentary discovery call

Step 3

Receive a tailored scope and proposal within 48 hours

Start Survey