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Are we paying for software nobody really uses? Technology consulting for small and mid-sized businesses. LDT Advisors looks at how your business runs its systems and AI, top to bottom. Then we help you get more out of what you already have, or make a bigger change if you want one. And we keep watch as the technology moves.
LDT Advisors looks at how your business runs its systems and AI, top to bottom. Then we help you get more out of what you already have, or make a bigger change if you want one. And we keep watch as the technology moves.
From finding clients to earning a five-star review
Ten jobs your systems should already be doing
AI or just software?
Not everything needs AI. If a job follows the same steps every time, like texting back a missed call or asking for a review when a job closes, plain software does it cheaper and more reliably. AI earns its place when the work is messy: a caller's question, a set of plans, an order buried in an email.
Often the best setup uses both. AI reads the message and picks the right response, and software sends the one you wrote, so nothing goes out in words you didn't approve. When AI isn't sure, it hands off to your team.
Part of every evaluation is telling you which is which, so you're not paying for AI where a simpler tool would do.
How it works
What you get, and when.
Not a one-time project. We stay with you as the technology changes.
- Day 1
A 30‑minute evaluation
You meet our team, not a sales rep. We go through how you run today and where it hurts most, on Google Meet. Free, no obligation.
- Right after
Where to start, in writing
A written summary of what we found, where it's costing you and what to fix first. A deeper look at any area is part of your proposal.
- Next
Your proposal
Clear options with the price for each. You choose what we fix first.
- Once you say yes
We learn your business
We go into your business and gather what we need: how the work really flows, the systems you use and the people involved. Setup takes a few weeks, depending on what you chose.
- Within a couple of weeks
First fix live
Usually within a couple of weeks. Often that's leads, since most small and mid-sized businesses leave them on the table, but it's whatever pays back fastest for you.
- Month 2 on
Running, and getting better
We take on the next parts of the business, keep everything running, and do a fresh top-to-bottom review every 6 months.
What we deliver
- A written summary of what we find
- A clear proposal with the price
- Setup inside the tools you already use
- Training for your team
- Monitoring, fixes and updates
Questions owners ask us
Straight answers. If yours isn't here, it's a good one for the free evaluation.
Where do we even start with AI?
With how you run today, not with a tool. We look at how work comes in, gets done and gets paid, find the few places where time and revenue slip away, and start there. Often the first fix uses software you already pay for.
Is AI worth it for a business our size, or is it hype?
Some of it is worth it. A lot of it isn't, yet. For most small and mid-sized businesses the payoff comes from a few specific jobs, like answering calls, following up on quotes or entering bills. We tell you which ones fit your business and which to skip.
Do we need AI, or just better software?
Not everything needs AI. If a job follows the same steps every time, plain software or a simple automation is usually cheaper and more reliable. AI earns its place where the work involves reading, writing or judgment. Often the best setup uses both.
Is our customer data safe if we use AI?
It can be, if it's set up right. Before anything goes live we check where your data goes, which tools keep it out of AI training, and who on your team can see what. What you share with us in an evaluation stays confidential.
Which CRM or software is best for a business like ours?
The one that fits how your team actually works and connects to what you already run. Our free Software Finder shows options by industry and budget, and the evaluation narrows it down. We recommend on merit, and if we ever suggest something we have a stake in, we tell you up front.
Will AI replace our employees?
That isn't the aim. The aim is taking the repetitive work off their plate, the retyping, chasing and sorting, so they have more time for customers and the work that needs a person.
How do we show up when someone asks ChatGPT for a business like ours?
AI assistants recommend the businesses they can read clearly: a website that says what you do and where, a complete Google profile, real reviews and answers to common questions. We check how you show up today and what to fix.
What does it cost?
The 30-minute evaluation is free. If you want to go further, we price a full evaluation based on your company's size and how many people we need to talk to. You'll know the price before anything starts.
Find out where the time and money are.
Thirty seconds to book. Thirty minutes with our team.