AI operations consulting + implementation for growing businesses
Your business has grown. It shouldn’t feel harder to run.
The same few people carry the answers. Work moves between inboxes, spreadsheets, and software that barely speaks to itself. Hazel & Helm helps you find what’s getting stuck, and build a better way through it using AI, automation, or the tools you already have.
01 / Sound familiar?
Does everyone come to you for the answer?
You finally get a new client in the door. Then someone has to find the latest intake form, re-enter the details, remember who should follow up, and ask the person who “just knows” how it all works. Again.
Nobody designed it this way. It accumulated, one perfectly reasonable workaround at a time. Growth made the cost visible.
Your team can do more when the process stops asking them to remember everything.
02 / Three places to start
What would you like to change first?
Recurring reports, data entry, and documents keep taking time from more valuable work.
See where we can create capacity 02 Things keep falling between people and tools.An inquiry, handoff, or follow-up depends on someone noticing it at the right moment.
See how the Sprint works 03 We’re using AI, but everyone’s on their own.Useful experiments are happening, with no shared rules or way to tell what’s helping.
Read the first guide03 / How we work
First, follow the work. Then fix what matters.
We look at how a task actually moves through your business, including the shortcuts nobody wrote down. We weigh the opportunity against effort, risk, and the likelihood your team will use the change. Then we build a defined improvement, put someone in charge of it, and see what changed.
If the right answer is a simpler process or better use of software you already pay for, that is the answer you’ll get.
See our approach in the SprintDiscover
Map three workflows with the people who do them.
Choose
Pick one opportunity worth building first.
Build
Implement one defined improvement with human checks.
Make it stick
Hand it to the team with a 90-day roadmap.
04 / A focused way to begin
One month.
One workflow moved forward.
In the four-week AI Operations Sprint, we review three recurring workflows, select the best first opportunity, and build or test one clearly scoped improvement. Your team gets a walkthrough and a 90-day roadmap for what comes next.
Recurring workflows reviewed with the people who do them.
Bounded build or proof of concept, agreed before work begins.
Team handoff with a short operating guide and named owner.
Days of prioritized next steps in a roadmap you can run yourself.
The exact build and price are agreed before work begins; software subscriptions and larger integrations are separate.
05 / What you can count on
You’ll know what’s being built, who checks it, and what it should improve.
The first measure is chosen before the build. The people who do the work help test it. You receive a documented workflow your team can understand, with human review where it matters.
06 / Next step
Know the bottleneck? Start there.
Tell us where the work slows down. You don’t have to arrive with an AI plan.