Custom AI Assistant (Trained on Your Business)

Your business knowledge, ready for the AI tools you already use

Your SOPs, FAQs, prices, policies and service area in one AI-ready knowledge pack, loaded into the tools you use: a ChatGPT or Gemini project, Microsoft Copilot, your website chat and your phone app. Each one answers from your own facts.

DIY Setup Guide, $99 Setup Review, $249 Done-For-You Setup, $1,500

A row of step-by-step checklists leading to a finished guide.

What is a custom AI assistant trained on your business?

It's an AI assistant that answers from one document holding what your team needs to answer customers and do the work: your services and prices, policies, service area, top questions and step-by-step processes. Loaded into ChatGPT, Gemini, Microsoft Copilot, a website chat or a phone app, it lets those tools answer from your own facts. Build it yourself with the $99 DIY Setup Guide, add a $249 Setup Review, or have us build and load it for $1,500 with Done-For-You Setup.

Who it's for: Small businesses whose know-how lives in one or two people's heads, binders or scattered files, and who want AI tools and new hires to give the same answers they would.
What you get: DIY Setup Guide: A fill-in workbook with a filled-in example, five 50-entry starter libraries, an Assistant Builder prompt that interviews you, AI-ready Markdown and CSV files, and paste-in instructions for six tools, starting with a 15-minute quick start. Done-For-You Setup: We build your assistant's knowledge from your documents and short screen recordings, load it into your tools and test it with you.
Price: DIY Setup Guide $99, one time. Done-For-You Setup $1,500.
How long: DIY Setup Guide: download right after checkout. Done-For-You Setup: about 2 weeks after your documents and recordings are in.

How it works

Custom AI Assistant (Trained on Your Business), step by step

Your prices, policies and know-how go into one master file. It's loaded into the AI tools you already use, they answer from it and name the source, and when something changes you update the file once.

What it's worth

What published research shows

Industry figure
Interaction workers spend about 28% of the workweek on email and nearly 20% looking for internal information or tracking down colleagues (McKinsey, 2012).

Example

If five people each spend 20 fewer minutes a day looking for answers, that's over 8 hours a week back.

An example to show the math. It isn't a promise or a result.

Published research about businesses in general, not results from our clients or our sample business.

Three ways to get it

Do it yourself, have us check it, or have us do it

Set it up yourself with the DIY Setup Guide, add a Setup Review and we check your work, or have us set it up for you. You buy any of them online, without a sales call.

You set it up

DIY Setup Guide

Step-by-step guide, templates and videos. You set it up yourself.

A fill-in workbook with a filled-in example, five 50-entry starter libraries, an Assistant Builder prompt that interviews you, AI-ready Markdown and CSV files, and paste-in instructions for six tools, starting with a 15-minute quick start.

$99one time

What's in the guide

Start here
Your first answer in 15 minutes, then step-by-step loading into each tool.
PDF
Business knowledge workbook
Fill-in pages for everything your team answers, with a filled-in example. Opens in Google Docs.
Word · PDF
Test and upkeep checklist
20 test questions before your team relies on it, and a monthly upkeep log.
Word · PDF
5 starter libraries
50 questions each for home services, home care, clinics, professional offices, and manufacturers and shops.
PDF · AI-ready Markdown
AI-ready files
Your whole business knowledge as one file AI tools read well, and a services and prices sheet.
AI-ready Markdown · Spreadsheet (CSV)
Paste-in instructions and Assistant Builder prompt
Instructions for six tools, and a prompt that interviews you and fills in the workbook.
Text to paste

See all 23 files

15-minute quick start (PDF)
Your first useful answer from your own AI tool in 15 minutes, and the plan for the week.
Business knowledge workbook (Word + PDF)
Fill-in pages for your services and prices, service area, hours, policies, top questions, processes and the words you use, each with a filled-in example for a sample HVAC company. Opens in Google Docs.
Load guide (PDF)
Step-by-step loading into a ChatGPT project, a Gemini Gem, Microsoft Copilot, a website chat and a phone answering app.
Test and upkeep checklist (Word + PDF)
20 test questions to run before your team relies on it, a sample result, and a monthly 15-minute upkeep log.
Home services starter library (PDF)
50 questions with answer patterns and hand-off rules for HVAC, plumbing, electrical and other home services.
Home care starter library (PDF)
50 questions with answer patterns and hand-off rules for home care agencies, for families and caregivers.
Clinic starter library (PDF)
50 questions with answer patterns and hand-off rules for clinics, med spas, chiropractors and therapy practices.
Professional office starter library (PDF)
50 questions with answer patterns and hand-off rules for tax, accounting, law, insurance and real estate offices.
Manufacturer and shop starter library (PDF)
50 questions with answer patterns and hand-off rules for small manufacturers and shops, including a floor assistant.
AI-ready business knowledge (Markdown)
Your whole business knowledge as a fill-in Markdown file AI tools read well, with the sample business in italics.
Home services starter library (Markdown)
50 questions with answer patterns and hand-off rules for HVAC, plumbing, electrical and other home services, as Markdown for AI tools.
Home care starter library (Markdown)
50 questions with answer patterns and hand-off rules for home care agencies, for families and caregivers, as Markdown for AI tools.
Clinic starter library (Markdown)
50 questions with answer patterns and hand-off rules for clinics, med spas, chiropractors and therapy practices, as Markdown for AI tools.
Professional office starter library (Markdown)
50 questions with answer patterns and hand-off rules for tax, accounting, law, insurance and real estate offices, as Markdown for AI tools.
Manufacturer and shop starter library (Markdown)
50 questions with answer patterns and hand-off rules for small manufacturers and shops, including a floor assistant, as Markdown for AI tools.
Services and prices (CSV)
A services and prices sheet to fill in, with sample rows for an HVAC company.
Assistant Builder prompt (Text)
Paste it into your AI tool and it interviews you, then fills in the workbook section by section.
ChatGPT project instructions (Text)
What to paste into a ChatGPT project, and which files to add.
Custom GPT instructions (Text)
Instructions, knowledge files and conversation starters for a custom GPT.
Gemini Gem instructions (Text)
What to paste into a Gemini Gem, and which files to add.
Microsoft Copilot instructions (Text)
What to paste into a Microsoft 365 Copilot agent, with its knowledge files.
Website chat instructions (Text)
Rules for your website chat assistant, written for customers.
Phone bot instructions (Text)
A greeting and spoken rules for your phone answering app.

Plus 15 narrated videos, 18 min in all: 3 quick starts, an 8 min full walkthrough with chapters and 11 "How do I" clips. See the videos

What you still do yourself

Fill in the workbook with your services, prices, policies and top questions (the builder prompt can interview you)
Load the files into your AI tools, following the load guide
Run the 20 test questions and fix any wrong answers
Keep it current when your prices or services change

Download right after checkout, and any time later from the link in your email. Start with the 15-minute quick start; the workbooks and templates come with filled-in examples. If a file won't open or something's missing, tell us within 30 days and we fix it or refund you.

Upgrade later: the $99 comes off Done-For-You Setup within 60 days.

Secure checkout on Stripe. Card, Apple Pay or Google Pay.

You set it up, we check it

Setup Review

You build it with the guide. We review your setup, run the tests and send fixes.

You build your assistant with the guide. We review your workbook and how it's loaded into your tools, run the 20 test questions, and send you the fixes.

$249one time

What we check

A review of your filled-in workbook: missing services, prices, policies and hand-off rules
A check of how it's loaded into each tool you use, against the load guide
The 20 test questions run in your tools, with every answer and a pass or fail
A written list of fixes, in order, within 5 business days of getting your setup

What you still do yourself

Build it with the DIY Setup Guide first
Send us your workbook and view access (or screenshots) of the tools it's loaded into
Make the fixes we send

After checkout we email you what to send. You get your review within 5 business days of sending it. The guide isn't included: buy it first, or build from your own notes.

Upgrade later: the $249 comes off Done-For-You Setup within 60 days.

Secure checkout on Stripe. Card, Apple Pay or Google Pay.

We do it for you

Done-For-You Setup

We set it up in your accounts and test it with you.

We build your assistant's knowledge from your documents and short screen recordings, load it into your tools and test it with you.

$1,500

About 2 weeks after your documents and recordings are in

Your own tool costs

What's included

We read your documents and turn 5 key processes into step-by-step guides, from short screen recordings your team makes
Your services, prices, policies, service area and top questions in one knowledge pack
Loaded into the tools you choose: ChatGPT or Gemini, Microsoft Copilot, your website chat or phone app
Tested with 50 real customer questions before your team uses it, and a written upkeep routine
Fixes within 30 days if an answer is wrong because of how we built it

What you get at handoff

A private client portal: everything we delivered, the test results, short how-to guides, your files and your care plan, behind one link
A designed handoff pack (PDF), plus every file in editable Word, which opens in Google Docs
50-question test: 50 real customer questions from your calls, reviews and inbox, run through your assistant, with each answer, its source and the pass rate. Misses are fixed and re-tested before handoff.
A one-page ownership and access sheet: every account, who owns it, and every file
A 30-day results report from your own logs
A 10-minute team walkthrough guide, and an "Ask it this" card with 10 starter questions for staff

What you still do yourself

Fill in a short setup form and send your documents
Have your team record short screen videos of 5 key processes
Give us access to the tools you want it in
Check its answers with us before your team relies on it

Buy now

Pay online, then fill in a short setup form we email you; there's no discovery call. If your answers show we can't deliver, we refund you before any work starts.

Questions first? Text us or email us.

Before you buy

Your own tool costs

What you pay other providers, in your own accounts, whichever way you buy. None of it is paid to us.

Tool	Typical cost
ChatGPT or Gemini business plan (one you may already have)	About $20–30 per user a month
Microsoft 365 Copilot (if you use Microsoft)	About $30 per user a month; Copilot Chat is included with Microsoft 365
Website chat tool (optional)	Free to about $50 a month

Approximate vendor prices as of November 2026; check each provider's current price. These are paid to them, never to us.

See what you get

A sample deliverable

A sample pack, so you can see the format before you buy. Your own pack uses your business, your tools and your results.

Sample

Download the sample handoff pack (PDF)A sample page from the DIY Setup Guide (PDF)Tour the sample client portal

The proof in every Done-For-You Setup: 50 real customer questions from your calls, reviews and inbox, run through your assistant, with each answer, its source and the pass rate. Misses are fixed and re-tested before handoff.

Try it

See how it works

A live demo with a sample business. Nothing you type is kept.

Live demo

Answer staff questions, only with what they're allowed to see

Handbook Assistant

Ask Ledgerly Accounting Group's staff handbook a question as a new hire, a manager or a partner.

Each role sees only its own sections
Cites the handbook, or says "I don't know"

Get this for my business

Fitted to your business

Custom AI Assistant (Trained on Your Business) for your kind of business

Home care agencies
Built from your caregiver handbook, visit procedures and on-call rules, so caregivers can ask it by text, day or night.
Small manufacturers and shops
Built from your work instructions, setup sheets, safety rules and quality checks, so it answers with the step and where it came from.

Questions

Before you buy

Which AI tools does it work with?

Any tool that lets you add your own files or instructions: ChatGPT projects, Gemini Gems, Microsoft Copilot, most website chat tools and most phone answering apps. The load guide covers each one.

Do I need to write SOPs first?

No. The workbook walks you through it one process at a time. With Done-For-You Setup, your team records their screen while doing a real example, and we write the steps.

Is my information safe in these tools?

Use business accounts, not personal ones, and keep card numbers, patient details and passwords out of the pack. The workbook marks what never goes in, and AI Policy & Staff Training sets the rules for your whole team.

What happens when my prices or services change?

Update the pack and reload it; the checklist shows how in 15 minutes. Or add Monthly Management and we keep it current for you.

Can I start with the DIY Setup Guide and upgrade later?

Yes. Fill in the workbook and send it with your Done-For-You Setup order: we build from it, so the setup starts faster.

After it's set up

Monthly Management, From $350/mo

We keep it updated, fix problems and check it every month. One monthly plan for everything we set up: kept current when your prices or services change, fixed when something breaks, and checked every month.

$350/mo covers one product we set up. Several, or weekly Google posts and review replies, are quoted in writing before you start.

See every price, and Monthly Management