AI SherpaAI SherpaThe Expedition — AI Implementation
We configure the tools, build the workflows, train your team, and hand over a system your organisation can run and own — with structured ongoing support when the terrain changes.
The Approach
Agreed before a single line of configuration is touched.
A beginning, a structured middle, and a clean handover.
The Survey’s roadmap becomes the implementation brief.
Implementation Phases
Phase 1
Define the implementation brief from the Survey roadmap. Confirm tool selection, agree timelines, align with internal stakeholders, and establish success criteria.
Phase 2
Configure tools, build workflows and automations, integrate with existing systems, and test everything rigorously. Production standard, not prototype standard.
Phase 3
Train your team — not a one-time session, but a structured programme that builds genuine capability. Documentation, runbooks, SOPs. Internal champions identified.
Phase 4
Formal handover session. Final documentation delivered. A structured support window so your team beds in with confidence. The summit is yours.
Capabilities
AI-powered workflow automation using Zapier, Make, and n8n
Internal AI assistants and knowledge bases with Claude, custom GPT
AI-enhanced customer communication and service tools
AI integration with CRMs, ERPs, project management platforms
Content and marketing automation pipelines
AI-assisted reporting and business intelligence dashboards
Bespoke AI tooling for specific business workflows (via Sandcastle)
Platform-Agnostic. Tool-Fluent.
Every implementation is built around the tools that make sense for your business — whether that's ChatGPT, Claude, Gemini, Microsoft Copilot, or a combination. We're platform-agnostic and tool-fluent.
Delivery Partner
Complex or technically intensive engagements are delivered in partnership with Sandcastle, our founder's specialist digital and technology agency. Clients get both the strategic clarity of a focused AI advisory practice and the technical execution capacity of a full agency, under a single point of accountability.
Ongoing Support
After handover, clients can opt into the Annual Maintenance Contract (AMC) — a structured ongoing support agreement that keeps your AI systems healthy, your team sharp, and your tools up to date.
Quarterly system and workflow health reviews
Annual tool landscape review and recommendations
Two team Q&A or refresher sessions per year
Priority response for questions and emerging issues
Early access to new AI Sherpa frameworks and guides
Fixed annual fee, agreed in advance — no surprise invoices
Still building the case internally? Our free resources can help you get stakeholder buy-in.
Browse free resources →A Note on Fit
The Expedition is for organisations that have decided to move — not ones still weighing up whether AI is relevant. You'll need a leadership mandate, internal champions who want this to succeed, and a realistic appetite for change. If that's you, we'll build something that lasts.
The Expedition begins with a Survey. If you've already completed one, get in touch. If you're starting from scratch, The Survey is the right first step.