The Process

How We Build and Support Your AI Team

Four steps from discovery to a running team of AI bots — plus ongoing monthly support so they stay useful as your life or business evolves.

Two colleagues on a video call consultation — the discovery call process at Bot Leverage

Intake Form and Discovery Call

Start with a short intake form — about 10 minutes. We review it carefully, then schedule a free 30-minute discovery call that includes a live demo of what an AI team looks like in practice.

We learn your tools, accounts, habits, and goals before anything is built. No generic questions — the call is focused on your specific situation.

Design and Build Your AI Team

We design a team of specialized bots — each one configured for a specific area of your life or business. Bills. Email. Calendar. Maintenance. Documents. Each bot is built and tested thoroughly before it touches your real work.

You get a clear proposal with scope, pricing, and timeline before we start. No surprises.

Hands-On Setup and Training

We come to you in Winchester, VA and the Shenandoah Valley for in-person setup, or work with you by video call if you're remote. We install and configure each bot in your actual environment and train you until you're confident.

You see each bot run through real scenarios before we hand off. You know exactly what it does and how to adjust it.

Monthly Support — Your AI Team Stays Current

We stay on. Monthly monitoring, tuning, and adjustments keep your AI team working as your needs change. You get a simple customer portal for billing, scheduling, and support requests — plus a clear view of each bot's rules and connected tools.

AI-assisted support handles most questions fast. Human follow-up is available when you need it. Month-to-month — no long-term commitment required.

Common Questions

How many bots will I have?

Most personal clients start with two to four specialized bots — one for bills and subscriptions, one for email, one for calendar and reminders, and one for maintenance and documents. We scope the right number during the discovery call based on your actual situation.

Do I need to be technical to use this?

No. We handle all the setup and configuration. You interact with your AI team the same way you'd interact with any AI assistant — in plain language. We train you until it feels natural.

What tools do the bots connect to?

It depends on what you use. Common connections include email (Gmail, Outlook), calendar (Google Calendar, Apple Calendar), banking and finance apps, document storage (Google Drive, Dropbox), and home management tools. We assess your specific setup during discovery.

What if I want to change something after setup?

That's exactly what the monthly support is for. Your needs change, tools update, and the bots need tuning. We handle adjustments as part of the ongoing support plan.

Can I cancel the monthly support?

Yes — support plans are month-to-month. We ask for 30 days notice so we can document your AI team's current configuration for handoff.

Is remote setup available?

Yes. We offer full setup by video call for clients outside Winchester, VA and the Shenandoah Valley. The process is the same — we just work through it together on screen.

Ready to See What an AI Team Can Do for You?

Start with a short intake form. We'll review it and schedule a free discovery call with a live demo.

Start Your Intake Form