AI installation for business owners

Your business,
connected to AI.

We organize your business knowledge, connect it to your AI assistant, and show you how to use it in your daily work.

Get started See the Packages

One-time installationPersonal onboarding60 days of support

Trusted Brands we work with

01 / Before & after

An Executive Assistant that’s
Already on it.

The same client. A different working day. See what changes when your assistant can use the meeting notes, client record, and connected tools.

Illustrative conversation

Before

Time wasted & missing context.

Partial context

Memory from an earlier conversation

You

Hey, do you remember the John A case?

AI assistant

Looking through memory

AI assistant

You were putting together a $12,000 proposal for John. How did that go?

You

That was the old scope. We had another call, he accepted, and a lot has changed since then…

AI assistant

Which package did he choose? What changed? When did you speak? What should happen next?

You

We covered that in the meeting. I just need to book his onboarding call and get ready for it.

AI assistant

What times are you both free? And what needs to be ready before the call?

You

Let me find the notes and check my calendar…

Where the time goes

Re-explaining outdated context
Finding meeting notes yourself
Answering questions already covered
Still doing the scheduling and prep

After / Your AI Brain

Just like an Executive Assistant.

Connected

Call notesCalendarClient recordNotion

You

Just wrapped up with John. Check the notes, schedule our onboarding call, and add the prep to my to-do list.

Your AI Brain

Checking the call notes, calendar, and client record

Your AI Brain

John accepted the proposal. He confirmed Tuesday at 10:00 am in the call, and your calendar is clear.

ScheduledOnboarding call · John A

Tuesday, 10:00–10:30 am

An hour after your earlier call, with time to prepare.

Your AI Brain

Added to your to-do list

Draft the agreement.
Create an onboarding form for the questions he hasn’t answered.
Prepare a larger-package option for the call.

Your AI Brain

One thing worth exploringJohn mentioned the current scope might be small for his plans. You haven’t discussed the larger package yet.

Your AI Brain

Want me to draft the agreement, create the Notion form, and prepare a few questions for that upgrade conversation?

You

Yes, that would be great.

Your AI Brain

Ready for your review

Agreement draft emailed to you for approval.
Onboarding form created in Notion.
Upgrade discussion notes and questions added to the client record.

All set for Tuesday.

You

Thank you.

What moves forward

Meeting scheduled and prep identified
Relevant client context already available
Agreement and form prepared for review
A potential upgrade spotted in the notes

02 / A clearer way to work

All the loose elements
Coming together in one place.

Connect client notes, correspondence, brand guidance, and your ways of working. Pick up the next task with the background already available to your AI assistant.

Meeting notes, automation tools, a central document hub, frameworks and strategy, branding guidance, client context, and processes connect to your AI Brain. Outputs include proposal drafts, campaign copy, client status, and next actions. You review and decide.

Ask where a client’s campaign stands, what was agreed, and what needs to happen next. Updates and actions follow the connections and routines agreed for your setup.

03 / Put your processes to work

Less admin.
More room to lead.

Built for founder-led marketing agencies, especially teams of 5–30. Focus the installation on the client work that takes your time and the handoffs that keep your team waiting.

01 / Client preparation

Get proposals and campaigns ready sooner.

Start with the conversation and the strategy you already have.

Meeting notes + client context
Prepare a proposal draft using the client’s priorities, agreed next steps, and correspondence. Review the details before it goes out.
Brand guidance + campaign frameworks
Prepare campaign copy and branded proposals from your established approach, with less time spent rebuilding the brief.

Measure: time from complete notes to a reviewed deliverable.

02 / Campaign management

Spend less time troubleshooting.

Apply the checklist consistently. Spend your attention on the decisions.

SOPs + troubleshooting checklists
Work through your documented checks when performance needs attention. Review the findings and choose the next change.
Connected tools + configured routines
For agreed workflows, run recurring checks, record results, and flag follow-up work using the tools your setup supports.

Measure: hands-on hours spent managing comparable campaigns.

03 / Team handoffs

Keep work moving between people.

Give the next person the context to continue, with fewer repeat briefings.

Shared client records + document hub
Find recorded feedback, previous work, and next steps within each person’s access. Check what is already done before starting again.
Owner instructions + progress updates
Resolve documented questions through the shared context. Use configured updates and comments to hand work over; bring new decisions to the owner.

Measure: handoff delays and routine questions reaching the owner.

Your workflow sets the target. Your review sets the standard.

See the workflow results

04 / Choose the work you want to improve

Less preparing.
More getting it done.

Start with the owner, a working team, or a rollout across departments. Each installation is scoped around your actual workflows and agreed improvement targets.

For the owner doing client work

Founder
AI Brain

Prepare proposals and manage campaigns with less hands-on work and repeated briefing.

Put it to work

Turn meeting notes and client context into a proposal draft for review.
Prepare campaign copy using your brand guidance and frameworks.
Work through campaign checks and pick up the next action with the context available.

Your installation includes

Workflow discovery, task baselines, and agreed targets
Organized Notion hub and business-specific AI instructions
Agreed connections and workflow routines configured
Testing on real tasks and a personal walkthrough
60 days of post-launch support

$4,995

One-time installation · One primary user

Get started

For a team sharing client work

Team
AI Brain

Keep client work moving with fewer repeat briefings and routine questions to the owner.

Put it to work

Find recorded client decisions, feedback, and next steps.
See previous work and prepare the next handoff without another briefing.
Resolve documented process questions before interrupting the owner.

Your installation includes

Everything in Founder AI Brain
Shared client records and configured progress updates
Individual AI connections and role-specific instructions
Access boundaries and team handoffs tested
Team onboarding and 60 days of post-launch support

$9,995

One-time installation · Up to five users

Get started

For work across departments

Organizational
AI Brain

Make AI-supported workflows repeatable across departments, with clear access and ownership.

Put it to work

Find relevant company and department knowledge in agreed hubs.
Apply department instructions and shared ways of working.
Expand from tested pilot workflows with trained internal champions.

Your installation includes

Company and department knowledge hubs
Role-based access configured and tested
Department instructions, connections, and workflows
Phased rollout, employee and internal champion training
Knowledge ownership and an agreed support plan, including 60 days after launch

Tailored rollout · 5–100 employees

Get started

Explore optional add-ons NewHands-on training and ongoing support.

VIP On-site Training

$1,995

A full day at your home or office, practicing proposal preparation, campaign reviews, or team handoffs with your completed AI Brain.

Wilinski Care Package

$99 / month

Ongoing help using and maintaining your AI Brain as your agency changes. 12 months of support, billed monthly; $1,188 total. Support scope is agreed in your proposal; additional workflow builds are quoted separately.

SEE YOUR AI BRAIN IN ACTION

A clearer picture.
Of your working day.

Choose your setup. See how the context you already have can move the next piece of work forward.

01 / Founder AI Brain

From client call.
To proposal draft.

You

Use the Northstar call notes, our brand guide, and proposal framework to prepare a proposal. Flag anything I need to decide.

Call notesBrand guideProposal framework

Put your judgment into the proposal, with less time rebuilding the brief.

Your AI BrainDraft prepared

YOUR AGENCYCLIENT PROPOSALDraft

PREPARED FOR NORTHSTAR

A clear direction.
A campaign to match.

A proposed campaign approach based on your discovery call and established framework.

Client priority: More qualified sales conversations
Proposed work: Outreach campaign preparation
Your decision: Review the scope and pricing

Call notes · Brand guide · Proposal framework

Saved to the client recordReady for your review before sending.

Illustrative workflows using a fictional client. Sources, permissions, actions, and review points are agreed for your installation.

Your workflows set the scope. We agree the tasks, connections, review points, and improvement targets in your proposal before installation. Every package includes testing, training, and 60 days of post-launch support.

Founder and Team describe the installed user scope. A larger agency can start with its owner or one working team; organizational user numbers are agreed during discovery.

Software subscriptions and usage charges are separate. Supported sources, workflows, and integrations are agreed in your proposal. Additional bespoke requirements are scoped separately. Ongoing Wilinski support after the included period is optional.

05 / Built inside a working agency

01 / Campaign management

75%

less time spent
troubleshooting campaigns

BeforeAround 20 hours per week

AfterAround 5 hours per week

Estimated hands-on time at a comparable campaign workload.

02 / Human judgment. Connected execution.

More consistent work.
More room to think.

Client notes, proposals, campaign frameworks, and troubleshooting checklists feed one connected way of working.

Agents prepare the work and follow the routines. People review the findings, approve changes, and make the decisions.

Keep your attention on strategy.
Let the system carry the context.

03 / Client setup work

From the first brief.
To ready for review.

Before

Around 4 hours

After

Around 1.5 hours

Estimated time per client, with meeting notes, branding, and campaign frameworks already connected.

04 / Campaign performance

Additional campaign
results reported.

increase in opportunities: Around 90 percent
increase in positive reply rate: Around 30 percent
increase in close rate: 10 percentage points

Reported after adopting a more systematic workflow, at similar sending volume. “pp” means percentage points.

Example figures from previous work, based on reported estimates and observations. These numbers are not guarantees. Results vary with your workflows, setup, decisions, and use.

07 / Before we get started

Your workflows.
Your questions.

Get a clear picture of the setup, your involvement, and what we agree before work begins.

Get started

I’m not technical. Will I be able to use this?

Yes. We practice with your own tasks during handover, including how to ask for a client update, prepare work, and review the result. You receive 60 days of post-launch support. Optional on-site training provides a full day of practice with your completed setup.

We already use AI. What changes with an AI Brain?

The installation connects your agreed client context, processes, brand guidance, and tools to supported AI workflows. We configure instructions around how your agency works, test the tasks you want to improve, and train the people using the setup.

Will it work with our preferred AI assistant and software?

We review your assistant, tools, account plans, and available connections during discovery. Emil uses Claude and ChatGPT in his own agency. Your proposal confirms the supported tools, sources, actions, and routines in your installation. Other assistants and bespoke integrations are assessed before they are included.

What workflows and automations are included?

Your proposal defines the workflows we configure and test as part of installation. Depending on the agreed tools and scope, these can include proposal preparation, campaign drafts, recurring checks, and progress updates. We define where you review or approve actions. Additional bespoke requirements are scoped separately.

How do we agree on and measure the improvement?

We establish a baseline for selected recurring tasks, then agree a target, a quality standard, and a review date. Testing counts the time needed for review and corrections. The day-30 proposal example is illustrative; the founder case describes Emil’s own estimated results. Your targets are set for your business.

Do we need to move the entire business into Notion?

Notion provides the organized knowledge hub for the information we agree to include. We review where your data already lives and transfer relevant material with your agreement. Your CRM and other systems can remain the source of their own records, with supported connections defined in the proposal.

How long does installation take, and what do you need from us?

The timeline is agreed after reviewing your workflows, tools, and documentation. You walk us through the work, approve the information and access involved, review the configured workflows, and attend training. Each installation includes testing and 60 days of post-launch support.

Who can see client information and internal documents?

We agree which sources each person and agent needs. Access boundaries are configured and tested across the knowledge hub, assistant, and connected tools before rollout. Team members receive context within their agreed permissions; access depends on the capabilities of each service.

How does the brain stay current as our agency changes?

We configure how agreed meeting notes, decisions, and work updates enter the hub, using supported connections and routines. Business-specific instructions guide how agents use and update those records. Handover covers any manual steps, source ownership, and update timing, which depends on the connected tools.

What will we pay after installation?

Software subscriptions and usage charges are separate. Your installation includes 60 days of post-launch support, with no mandatory Wilinski maintenance retainer afterward. The optional Care Package is $99 per month for 12 months ($1,188 total). Its scope and billing start are agreed in the proposal; additional workflow builds or integrations are quoted separately.

08 / Start with your working day

Where does your agency
lose the most time?

Leave your details and Emil will reach out. We’ll talk through your workflow, where the time goes, and how an AI Brain could help.

Get started Leave your details. We’ll reach out to discuss your AI Brain.

Prefer email? business@wilinskisolutions.com ↗

GET STARTED

Your business,
connected to AI.