AI Transformation for SMBs & Mid-Market

AI agents that work for your business, not just demos that impress your board.

Most companies have bought the tools but can't get results. We close that gap — with outcome-based engagements, agent-first delivery, and deep vertical expertise in professional services, e-commerce, healthcare, banking, and retail.

Not ready to talk? Get the free AI Readiness Checklist to self-assess first.

72%
of enterprises now operate AI agent systems beyond experimental
61%
gap between AI adoption and measurable EBIT impact — our market
70–80%
gross margin target using agent-first delivery
40.5%
CAGR in the agentic AI market through 2034

The gap between AI hype and AI execution is our market.

88% of enterprises use AI automation. Only one-third have scaled it across the org. The problem isn't the technology — it's the execution. That's where KOI AI comes in.

We use AI agents to deliver AI transformation — which means lower costs, faster timelines, and margins that let us serve SMBs at prices the Big 4 won't touch.

Outcome-based pricing
Pay for results, not hours billed.
Agent-first delivery
1 consultant + AI = output of 3–4 traditional consultants.
Vertical specialization
Deep domain expertise commands 30–40% premium pricing.
Fractional CAIO model
Ongoing strategic partnership, not one-off projects.

Service Tiers

Start where you are. Scale as you see results. Every engagement is designed to ladder toward recurring impact.

Tier 1

AI Readiness Assessment

Entry Point
$2,000 – $5,000
2-week engagement

Understand where you stand before you invest. We audit your processes, tools, and data maturity — then give you a prioritized roadmap of AI quick wins with ROI estimates.

  • Current state audit of processes & tools
  • Data maturity evaluation
  • AI opportunity matrix with ROI estimates
  • Prioritized roadmap of quick wins
Start Free Self-Assessment
Tier 2

AI Strategy & Roadmap

Strategy
$10,000 – $25,000
4–6 week engagement

Go deep into 1–2 business functions and emerge with a concrete implementation plan, technology recommendations, and a change management playbook.

  • Deep-dive into 1–2 business functions
  • Technology selection & architecture
  • Implementation plan with timeline
  • Change management playbook
Start Planning
Tier 3

AI Agent Implementation

Build
$15,000 – $50,000
4–12 week engagement

Custom AI agents built and deployed into your business. Integrated with your existing CRM, ERP, and comms. Includes 30 days of post-launch support.

  • Custom AI agent development
  • System integrations (CRM, ERP, comms)
  • Testing, training & handoff
  • 30-day post-launch support
Build Your Agents
Tier 4

Fractional CAIO Retainer

Recurring
$3,000 – $8,000/mo
8–20 hours/month

Ongoing AI strategy and optimization. Monthly executive briefings, continuous improvement, vendor evaluation, and new use case identification.

  • Ongoing AI strategy & guidance
  • Continuous system optimization
  • New use case identification
  • Monthly executive briefing
Become a Partner

Industries We Serve

Vertical depth is our competitive advantage. Generic AI advice is a race to the bottom — we build expertise that commands premium outcomes.

⚖️

Professional Services

Law firms, accounting, consulting

High document and process volume with strong willingness to pay. AI agents handle research, drafting, and client intake — freeing your team for high-value work.

🛍️

E-commerce & D2C Brands

Online retail, direct-to-consumer

Immediate ROI from AI in customer service, inventory management, and personalized marketing. Reduce CAC, increase LTV, and automate the ops that don't scale.

🏥

Healthcare Administration

Clinics, health tech, admin teams

Compliance-heavy workflows with massive efficiency gains from AI automation. Streamline prior auth, documentation, scheduling, and patient communications.

🏦

Banking & Financial Services

Community banks, credit unions, RIAs, lenders

Compliance documentation, audit prep, and exception reporting eat 10–20 hours a week that should go toward serving clients. AI agents cut that overhead by 60–70% — drafting reports and flagging exceptions directly from your existing data sources.

🏪

Retail

Brick-and-mortar, omnichannel, specialty retail

Reactive inventory decisions, manual vendor communications, and data trapped in spreadsheets. AI agents automate reorder forecasting, flag stockout and overstock risk, and handle routine vendor and customer comms — integrated into the tools you already use.

Ready to unlock your AI ROI?

Start with a free 30-minute discovery call. We'll identify 3 AI opportunities in your business, give you a rough ROI estimate, and tell you exactly how we can help — no pitch deck required.

Book a Discovery Call

No spam. No sales pitch. Just an honest conversation about where AI fits in your business.