Custom AI Solutions for Small and Mid-Sized Businesses

The AI revolution isn’t coming. It’s here. Don’t let your business get left behind. It’s time to go all in. Whether you’re just starting or ready to scale, Core can help you on your AI journey.

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The Time To Take AI Seriously is Now

Artificial Intelligence is a transformative technology that is accessible today, to all companies, large and small. By embracing AI, your business can unlock unprecedented gains in productivity, quality and customer service, and significantly improving the effectiveness of revenue growth strategies. There are not barriers to entry, and no excuse to stay on the sidelines. All it takes is commitment.

Rapid ROI Through Practical Implementation

The true power of AI lies in its ability to deliver significant return on investment (ROI) in a remarkably short timeframe. By automating repetitive, time-consuming tasks and optimizing your resource management, you free up your most valuable assets, your people, to focus on higher value creative and strategic work.

A Partner in Your AI Journey

Navigating the world of Artificial Intelligence can seem daunting, but there is a method to the madness. At Core, we’ve moved past the hype and spent the last two years adopting AI within our own business. This deep, hands-on experience has resulted in a pragmatic AI implementation model that is specifically suited to SMBs. We don’t just offer tools; we offer a proven process that ensures your transition into AI is purposeful and, above all, results-driven.

Example Use Cases

Customer Service

Optimize your customer service experience with customized AI agents that answer product and support inquiries in real-time. By integrating directly with data from ERP’s, websites, spec sheets and other internal sources, prospects and customers get answers in seconds versus hours or days. Conversational, intuitive interfaces provides customized feedback, while reducing the strain on customer service representatives.

Lead Generation and Nurturing

Grow your sales pipeline by automating the business development process; from list building and prospect research to follow ups and lead tracking and scoring. AI agents execute multi-channel outreach with embedded analytics that will identify the most promising opportunities. CRM integration ensures that no lead is left behind, with personalized communications that result in increased close rates.

Data Analysis

Most businesses have lots of data that is difficult to digest and interpret. Make data-driven decisions with automated, customized dashboards that secure insights from both internal and external sources such as industries, companies, and individuals. AI agents identify opportunities and make suggestions to maximize outcomes. AI-driven analysis ultimately improves strategy and decision-making quality.

A Proven Approach to AI Implementation

Opportunity Identification and Prioritization

Any SMB can identify opportunities for improvements in productivity, quality, customer, service, sales performance, etc. The list is endless.

Once opportunities have been identified, they must be prioritized. You can’t apply AI to everything at once. Prioritize based on criteria such as low-hanging fruit and impact on the business.

Opportunities should be “bite-sized” so they can be in full production within 60 days to accrue the business benefit and a positive return on investment as soon as possible.

Project Synopsis

A project synopsis describes the core elements of the AI opportunity and how the project will proceed. The document includes objectives and milestones, who does what, data sources, user interface requirements, AI technologies that will be employed, metrics and budget details.

The synopsis ensures everyone involved with the AI initiative is on the same page, and that all project details are clearly understood before development of the solution begins.

Create a Workflow Map

An end-to-end workflow serves as the architectural blueprint for AI initiatives, mapping the entire process to be automated. By defining every touchpoint, from initial data ingestion to delivery of results, the workflow ensures AI agents operate as intended and include human intervention where required.

In the development of Agentic AI solutions, the workflow acts as a detailed roadmap that ensures a focus on clear objectives and generating desired results.

AI Initiative Development

The key considerations for turning the AI workflow into reality are:

Creating AI Agents and Sub-Agents that will manage the entire process and making sure guardrails are put in place so agents behave exactly as required.

Having a team of business users and “AI techs” that work together to craft the end-to-end solution.

Customizing the workflow so that it is optimized for the user experience and the desired outcomes.

Refine and Repeat

Once a workflow has been implemented, it must be monitored, gauged for performance and refined to continually improve ease of use and overall results.

The learning from each initiative is leveraged for subsequent workflow automations. This rapid development cycle is repeated over and over to derive maximum benefit and business impact from Artificial Intelligence.

Reviews From Real Clients

“We wanted to make it easier for clients to get answers without waiting for a call or email response. Core Online Marketing implemented an AI chatbot that has become both a reliable support tool and a valuable sales resource for our team. It helps users find information quickly, guides them to relevant services, and gathers important details for follow-up when needed. It’s improved the customer experience while saving our team valuable time. We’re already partnering with Core on new initiatives to keep adding value for our clients.”

Robert Crowder | President of The Benefits Trust

Frequently Asked Questions

Is AI only useful for large companies?

AI tends to get talked about at the enterprise level, but that doesn’t mean it only works for enterprise businesses. Smaller companies often see strong value from AI as even small workflow improvements can free up time, reduce pressure on teams, and make daily operations run more smoothly.

How can AI help my business save time?

AI helps save time by taking pressure off the repetitive work that slows teams down. That might mean faster responses, less manual sorting and review, or smoother workflows that no longer rely on someone repeating the same steps over and over.

The best solution to save your business time depends on how your business operates and what slows you down the most.

What business processes can AI automate?

AI can support a wide range of business processes, especially the ones that are repetitive, structured, and time-consuming.

Common examples include managing customer questions, reporting workflows, data handling, document review, process routing, and internal admin tasks that tend to create drag over time.

How do we know which process to automate first?

The best place to start is usually the process that gets repeated often, takes too much manual time, and follows a clear pattern. If your team keeps running into the same bottleneck, that is often a good sign that there is an opportunity worth exploring.

What is AI workflow automation?

AI workflow automation combines a structured business process with AI capabilities, so part of the work can be handled more efficiently. Instead of relying on manual effort at every step, the workflow creates the structure, and AI helps move the task forward in a faster, more consistent way.

Why would my business need a custom AI solution?

A custom AI solution is built around your workflow, your information, your goals, and the way your team works. A generic tool may be helpful at a surface level, but it usually isn’t built to support the way your business operates day to day.

A custom solution is designed based on the way your business operates, so you know it suits your needs best.

Can we start with one workflow instead of a full AI rollout?

Starting with one workflow is often the smartest way to begin. It gives you a chance to solve a real problem, see how the process works, and build confidence before expanding into other areas of the business.

Do we need a large budget or an internal tech team to get started with AI?

Using AI doesn’t mean building a huge internal AI function or taking on a complicated project. Many of our clients begin with one focused use case and a clear goal, which makes the first step more manageable.

How is this different from using ChatGPT or other standard AI tools?

ChatGPT and similar solutions can be helpful for general tasks, but they aren’t built around your business by default. A custom AI solution is shaped around your workflow, your goals, and the way your team works, so it can support specific tasks in a way that is more useful, more consistent, and more relevant to your day-to-day operations.

Make AI Work for You

If your team is losing time to repetitive work, scattered information, or manual processes, AI can help. The right AI solution will support the way your business works and help your team move more efficiently.

Take the First Step