The work starts with understanding your actual operations, not prescribing a tool. If something does not need to be built, I will tell you.
Engagements typically range from $3,500 to $6,500 depending on scope. Fixed fee.
A focused review of how your business runs today, aimed at where AI and automation will save the most time and cut the most errors. You walk away with a clear, prioritized roadmap, so you know exactly where to start before spending on a build.
Best for: Small to mid-size businesses that know AI could help but don't know where to start.
What gets reviewed: Repetitive tasks, manual handoffs, spreadsheet dependencies, CRM and document workflows, communication bottlenecks, and tool overlap.
What you receive:
Timeline: 1 to 2 weeks.
Most projects begin here. The assessment keeps scope clear, avoids wasted build time, and gives your team a practical roadmap before committing to implementation work.
Request an Assessment →A tightly scoped, two-to-four week engagement that implements one or two high-impact automations from your assessment. The fastest way to put a visible win in front of your team before committing to a larger build.
Best for: Businesses that want to see real, working automation in production before scoping a full implementation.
Examples: Intake form routing, automated document generation, missing-item alerts, connecting your CRM to email or task tools, or a focused internal reporting view.
What you receive: One or two automations deployed in your environment, documentation, and a short handoff so your team can run them without you.
Timeline: 2 to 4 weeks, fixed scope.
Example sprint:
Once the assessment shows where the time is going, the build is where you get it back. Where a Quick-Win Sprint targets one or two high-impact automations in a few weeks, a Full Build goes further, connecting your systems and reworking entire workflows rather than fixing a single task. Larger initiatives are scoped into phases and delivered in sequence, so even a big build stays controlled and reviewable instead of open-ended. Every build is hands-on in your environment with your tools and your team, includes selecting and configuring the right tools, and trains your team to run what's delivered.
Your team repeats the same data entry, document creation, and handoffs across disconnected tools.
Automations that connect the right systems, generate repeatable documents, and move work without manual babysitting.
Manual handoffs→connected workflow
Working automations, document templates, trigger logic, and documentation built around your actual process.
Leads, review requests, referral follow-up, and nurture campaigns depend on someone remembering the next step.
Lead capture and follow-up workflows that keep prospects, customers, and past clients moving in sequence.
Remembered follow-up→automated outreach
CRM updates, campaign sequences, review requests, lead routing, and reporting inside your existing tools.
Important answers are buried across spreadsheets, shared drives, reports, inboxes, SOPs, and staff memory.
Dashboards and knowledge systems that help your team see what is happening and find the information they need.
Scattered answers→searchable visibility
Operational dashboards, automated reports, and AI-assisted knowledge access with appropriate permissions.
Routine questions pile up in inboxes, chats, or support queues even when the answers already exist somewhere.
Controlled AI assistants that answer from approved knowledge sources and escalate when a person is needed.
Inbox questions→guided answers
A scoped assistant with guardrails, logging, escalation paths, and documented knowledge sources.
Tools I work with: CRMs, lending systems, industry-specific platforms, Google Workspace, Microsoft 365, SharePoint, Teams, document storage, email and marketing platforms, form and intake tools, project management systems, dashboards, scheduling tools, proposal and document generation systems, accounting and invoicing platforms, automation platforms such as n8n, Make, Zapier, and Power Automate, and custom API integrations. Recommendations are independent: no vendor commissions, referral fees, or reseller incentives. If I recommend a tool or integration path, it is because it fits your workflow, budget, and business case.
After launch, some systems need ongoing tuning. For clients who have completed an assessment or build, optional month-to-month retainers cover workflow adjustments, troubleshooting, documentation, and security review, sized to how much you rely on them.
Occasional workflow updates, minor fixes, and troubleshooting for systems that only need light upkeep.
Regular tuning, workflow adjustments, and support for systems used throughout normal business operations.
Priority response and expanded monthly support for businesses that rely on automation to keep daily operations moving.
Good to know: Hours are sized to a typical month. If something breaks or a busy stretch needs more, you're never stuck: extra hours are billed at the standard rate and always approved with you first, and we'll move you to the right tier if you consistently need it.
Representative examples based on proven automation patterns. The specifics are always tailored to your business, tools, and workflows.
Before: deal files scattered across email, drive folders, CRM notes, and manual checklists.
After: documents route to the right deal file, missing items are flagged automatically against per-program checklists, and the CRM stays current without manual re-entry.
Before: tenant maintenance requests sorted, prioritized, and dispatched by hand from a shared inbox.
After: requests are classified and priority-scored automatically, routed to the right vendor, with status updates pushed to tenants and owners.
Before: weekly reports rebuilt by hand from spreadsheets, with deadlines tracked in inboxes and memory.
After: reports generate and distribute on a schedule, and recurring tasks and reminders fire automatically so nothing slips.
Most engagements begin with a scoped assessment or pilot phase, then expand only when the business case is clear. You see exactly what you're paying for at every step, and either side can pause after any phase.
Pricing is built from a detailed task-level estimate, not a vague project number padded with contingency.
Instead of padding the quote for unknowns, each phase is re-quoted based on what the previous phase actually revealed.
Work is delivered in phases. You can stop, continue, or re-scope after any one of them.
Fixed price per phase, with 50% due at phase start and 50% on completion. No surprises.
Invoices are due within 15 days of issue. The full payment schedule and terms, including any late-payment fee, are set in the engagement agreement before any work begins.
No. Most engagements start because a business knows something is inefficient but doesn't yet know the right solution. Pinpointing that is exactly what the assessment is for.
No. Palmetto Logic AI is based in Charleston and serves clients both locally across the Lowcountry and remotely across South Carolina.
When it's genuinely needed. The first goal is usually to improve your workflows using the tools you already have, rather than adding another system to maintain.
Yes. Tool evaluation and configuration are part of the work, and recommendations are independent.
Security and access control are designed in from the start. Credentials are vaulted, access is least-privilege, and every workflow is documented and reviewed before it touches live operations.
Very little. It's mostly a few short conversations and a look at how your team works day to day. You don't need documentation prepared in advance, since surfacing that is part of the assessment.
Start with a focused assessment of the workflows, tools, and manual steps slowing your team down.
Request an Assessment