Proactive AI PartnersBook a Discovery Call

    Business improvement · Useful technology · Practical training

    Build a businessready forwhat's next.

    Modernize your systems, make sense of your business data, and put AI to work where it adds value. Whether you're preparing to grow, adapt, or sell, we help you choose the right next steps and carry them through.

    $2,500 audit and 120-day implementation plan, currently offered at no cost through our commitment to helping small businesses modernize and adopt AI. Take the free audit or book discovery, whichever fits where you are.

    Talia McCarthy smiling in a navy blazer with a blue dashboard background.
    A clear pathFrom audit to action.
    Built around your businessClear scope, ownership and handover.
    Support for your teamTraining and guidance.

    Start with what matters

    Stronger today. Better prepared for tomorrow.

    Start with the work that matters to your business. Not everything needs AI. Sometimes a process fix or a simpler tool is the right answer.

    Lead follow up

    Customer service

    Scheduling

    Repetitive admin

    Your challengeWhat we can build
    Missed inquiriesA documented follow up workflow
    Disconnected toolsConnected systems and a shared view
    Repeated manual tasksAutomations with clear team instructions

    The right approach depends on your business and chosen path.

    Prepare for growth

    Put the systems and processes in place for your next stage.

    Adapt with confidence

    Understand where AI can help, then get support putting useful changes into practice.

    Prepare for a future sale

    Organize business information, document processes and reduce dependence on the owner.

    One clear view

    See your business in one place.

    A clear view of your priorities, workflows and next steps, all in one workspace.

    Illustrative dashboard · sample data SAMPLE
    Workspace
    Overview
    Workflows
    Plan
    Team
    Open workflows
    3
    2 building
    Next step
    Discovery
    ready
    Owners assigned
    5
    clear

    Recent activity

    NewLead follow up workflow documented
    LiveCustomer intake connected to your CRM
    DraftScheduling reminder added to plan

    Your next steps

    Take the AI Maturity AuditStep 1
    Book a discovery callStep 2
    Choose your pathStep 3

    Illustrative dashboard · sample data, not customer results.

    01Know what needs attention.Your priorities surfaced and ranked, not buried in a list.
    02Give every task a clear owner.Responsibilities and next steps in one place.
    03Track progress against your plan.A practical plan you can actually follow.

    Leadership

    Experienced leadership. Specialist support.

    Talia McCarthy is the founder of Proactive AI Partners. She spent 16 years leading business and technology implementations, including 5 years of hands on AI implementation for Fortune 500 companies at Ernst & Young.

    Independent AI specialists support each engagement according to your business needs.

    Workflow Design

    Repetitive steps documented and automated inside your tools.

    Systems Integration

    Your existing tools connected so data moves without reentry.

    Training & Adoption

    Documentation and guidance so your people can run it.

    Three ways to work together

    Choose the support that fits.

    Begin with training, take the audit, or go straight to a discovery call. You never have to start with training, and the right answer may not involve AI at all.

    Learn and Lead

    Training & peer learning

    Practical webinars, ongoing training, coaching and peer learning for founders and smaller businesses. A women-first mission to help close the AI adoption gap, and everyone is welcome.

    Register for the Free WebinarExplore training

    Build with Guidance

    Virtual cohorts

    Small virtual cohorts for practical implementation with support. Each cohort focus, activities, deliverables, schedule and investment are confirmed before enrollment. Examples may include tools, connectors and workflows.

    Discuss a cohort

    Done for You

    Consulting & retainer

    Business transformation consulting, custom business applications, workflow design and automation, and integration, scoped to your business. Ways we can help range from a single scoped app or workflow to ongoing retainer support.

    Discuss your project

    How to get started

    A flexible path, your choice.

    Ready buyers and referrals can go straight to the audit or a discovery call. You never have to take training first.

    01

    Take the AI Maturity Audit (optional)

    A free assessment of where your business stands today and where practical opportunities exist. You can skip it and book discovery directly if you already know what you need.

    02

    Book a discovery call (optional)

    Talk through your goals and choose the right support, whether that is training, a cohort, done for you, or none of the above. Ready buyers and referrals can go straight here.

    03

    Choose your path

    Begin with training, join a guided cohort, or hand the work to a done for you team. You never have to start with training, and the right answer may not involve AI at all.

    Before you begin

    A few questions before you begin.

    Do we need AI to improve?

    Not always. A process fix or a simpler tool may be the right answer. Proactive AI Partners recommends AI only where it actually helps your business run better.

    Who do you work with?

    Founders and smaller businesses who want to run a better business. Everyone is welcome, and the work is women-first to help close the AI adoption gap.

    Where do I start?

    Start with the free AI Maturity Audit or book a discovery call. You can begin with training, the audit, or go straight to discovery if you already know what you need.

    What happens after the audit?

    You get a summary of where you stand and practical next steps. From there you choose training, a guided cohort, or done for you support, or a simpler fix if that is the answer.

    Know where to start.

    Take the free AI Maturity Audit or book a discovery call to talk through the right path for your business.

    Start Your Free AI AuditBook a Discovery Call