Trusted by forward-thinking SMBs

From AI confusion to measurable
results in 30-90 days

SageKeeper implements secure, practical Gen-AI embedded in the tools you already use - governed by your data and tracked with clear KPIs. We target 20+ hours saved per employee per month and quick wins inside 30-90 days.

A
B
C
D
91% report productivity gains
Among adopters
58%
save >20 hours/month
66%
save $500-$2,000/month
91%
report productivity gains

Among adopters, these are the results. We build the guardrails SMBs require to trust those results.

Before
Scattered tools, no integration
After
Unified AI + Governance + KPIs
!Industry Challenges

The blockers are real

- and fixable.

64%
Struggle to connect data across sources
59% cite governance/quality gaps
70%
Needed outside help for AI
Only 33% of employees feel trained
74%
Would adopt with clearer ROI
<20% actually track AI KPIs
77%
Say integration is a major challenge
62% found Gen-AI harder than expected
60%
Need human review to trust AI
50% worry about accuracy
~30%
Tech capacity consumed by compliance
Fines up to €35M or 7% revenue
95%
Of AI pilots fail to scale
Only 1% move beyond pilots

Sound familiar? You're not alone.

How We Solve It

A practical, low-risk path

from pilot to scale

Your data
Docs/CRM/Helpdesk
AI layer
RAG
Governance
Guardrails
With KPIs
Teams
1
PROBLEM
Data not AI-ready
SOLUTION
No-code RAG + connectors

We stand up a no-code retrieval-augmented generation (RAG) layer over your own docs (FAQs, product docs, policies) and connect CRM/helpdesk/accounting with pre-built connectors.

OUTCOME
AI knows your business on day one
2
PROBLEM
Unclear ROI
SOLUTION
ROI model + KPI tracking

Every assessment includes an ROI modeling spreadsheet, implementations add KPI tracking (adoption, hours saved, accuracy, commercial impact).

OUTCOME
Close the <20% measure KPIs gap
3
PROBLEM
Accuracy & trust
SOLUTION
Human-in-the-loop + auditability

Built-in human review, fact-checking, content filtering, explainability, audit trails, and logging.

OUTCOME
Trustworthy and traceable outputs
4
PROBLEM
Compliance load
SOLUTION
Documentation & controls

GDPR/EU AI Act-ready worksheets, DPAs, risk classification, and data residency options.

OUTCOME
Reduce documentation burden
5
PROBLEM
Skills gap
SOLUTION
Training & office hours

Role-based sessions (executives, managers, frontline), usage guidelines, short videos, and 30-day post-launch support.

OUTCOME
Team ready to use AI effectively
6
PROBLEM
Cost/lock-in
SOLUTION
Vendor-agnostic evaluation

A Technology Evaluation Matrix compares no-code vs custom paths, integrations, and TCO.

OUTCOME
Adopt confidently, avoid lock-in
Pricing

Packages built for

SMB realities

Quick wins, minimal disruption, predictable costs.

Tier 1
Tier 1

AI Readiness Assessment

Starting at $1,000
2-3 weeks
YOU GET
Current State Analysis (stack, integrations, data readiness, security/compliance posture, skills)
Use Case Identification with a prioritized quick-wins list
ROI Modeling Spreadsheet (time saved, cost and revenue impact)
Technology Evaluation Matrix (no-code vs custom, vendor comparison, scalability)
90-Day Implementation Roadmap (milestones, resources, risks)
WHAT THIS SOLVES
74% would adopt with clearer ROI evidence
Tier 2

AI Implementation Package

Custom pricing
60-90 days
YOU GET
End-to-End No-Code RAG over your content + pre-built connectors
Custom LLM Fine-Tuning + prompt library (marketing, service)
System Integration with Microsoft 365/Google Workspace/CRM
Human-in-the-loop workflows and fact-checking
Training & Knowledge Transfer + 30-day post-launch support
WHAT THIS SOLVES
Addresses 64% integration struggle, 59% governance gap
Tier 3

AI Transformation Program

Custom pricing
6-12 months
YOU GET
3-Year AI Strategy aligned to business goals; CoE governance
Deploy 3–5 use cases across marketing, service, sales, operations
Change Management program: governance framework, EU AI Act-ready policies
KPI Dashboard & Measurement with monthly executive reporting
6-Month Optimization (bi-weekly check-ins, model retraining, A/B tests)
WHAT THIS SOLVES
Complete AI transformation with executive oversight
Tier 4

AI Management Retainer

Monthly subscription
Ongoing
YOU GET
Ongoing optimization & cost tuning, model monitoring/drift detection
Prompt engineering (library expansion, A/B testing), new use case pilots
Priority support (4-hour SLA)
WHAT THIS SOLVES
Continuous improvement and optimization

Cross-cutting (included across tiers)

Trust & Safety Toolkit: human-in-the-loop, fact-checking, content filtering
Compliance Documentation: GDPR/EU AI Act readiness, DPAs, risk classification
No-Code Integration Framework: visual workflows + 50+ connectors
Training & Enablement: quick-starts, short videos, AI Champions program
Why SageKeeper

Built for SMBs: practical, proven,
trustworthy

Embedded AI Integration
77-78% SMBs

Embedded where you already work

Microsoft 365, Google Workspace, CRM, helpdesk - the same pattern by which 77-78% of SMBs access Gen-AI today.

Learn more
ROI and Growth
15% → 23% YoY

Start where ROI shows up fastest

Marketing & customer-service workflows with documented traction (e.g., marketing automation 15% → 23% YoY; chatbots 25%).

Learn more
Trust and Security
60% need review

Trust by design

Human review (60% prerequisite), security controls, explainability, audit trails - what employees say they need to trust AI.

Learn more

And much more...

Compliance-first

~30% burden cut

Measure what matters

<20% track KPIs

Buy-first pragmatism

2× success rate

Vendor-agnostic

Zero lock-in
Implementation Process

A clear path from assessment to
scale

Implementation Process

From Discovery to Continuous Optimization

5-phase proven methodology delivering results in 30-90 days

Week 0

Foundation

Discovery & Fit

Define goals, constraints, and success criteria (no prep required).

0-30 days

Safe pilot

Prove value safely

Pilot embedded copilots in Microsoft 365/Workspace; add human review and logging; start tracking hours saved and response KPIs.

30-90 days

RAG + connectors

Harden data & integrate

Stand up no-code RAG over your docs; connect CRM/helpdesk/accounting; add data quality checks and access policies; publish usage guidelines.

Quarter 2

Dashboard & scale

Scale responsibly

Expand use cases (analytics/insights); implement KPI dashboards; formalize change management and role-based training; begin EU AI Act readiness where applicable.

Ongoing

Continuous

Optimize & evolve

Strategy/CoE, optimization, monitoring, retraining, and new use-case pilots via retainer.

Results

What success looks like

- with numbers

≥20 hours
per employee/month
Time saved

58% of adopters already hit this benchmark

$500-$2K
per employee/month
Cost savings

From automation and faster cycles

10-15%
uplift
Revenue impact

In lead conversion or retention as use cases scale

70%+
active users
Adoption

Within 90 days through embedded workflows

<10%
error rate
Quality & risk

Zero regulatory incidents as the bar

Real results from SMBs implementing AI with SageKeeper. Your results may vary based on use cases and adoption.

Testimonials

Trusted by

Forward-Thinking SMBs

Real results from companies like yours who transformed AI confusion into competitive advantage

★★★★★

"SageKeeper delivered a custom RAG system in 8 weeks that cut our proposal writing time by 60%. The ROI model they provided was spot-on."

60% time saved
SM
Sarah Mitchell
Operations Director
TechConsult Partners
★★★★★

"We were drowning in AI vendors promising the moon. SageKeeper gave us a practical 90-day plan with measurable KPIs. Six months in, we're seeing 4x ROI."

4x ROI achieved
JR
James Rodriguez
CEO
MidMarket Manufacturing
★★★★★

"The compliance documentation and EU AI Act guidance alone were worth the investment. Our auditors were impressed with the governance framework."

Full audit compliance
EC
Emma Chen
Head of Compliance
Financial Services Group

Implemented for companies across industries

TechConsult
MidMarket Mfg
Financial Services Group
Healthcare Solutions
Legal Partners
Resources

Free Resources to

Get Started

Download practical templates and guides to evaluate AI opportunities for your business

AI Readiness Assessment

Answer 16 questions to find out

The AI Impact Quiz is designed specifically for SMBs. It aims to identify which areas of your business would benefit most from AI implementation.

  • Takes just 2 minutes to complete
  • Completely free
  • Personalised insight report on completion
Take the Quiz

AI ROI Calculator

Find out with our ROI calculator

Take our quick AI ROI Calculator quiz to see how much time, money, and operational efficiency you could gain by implementing AI solutions.

  • Completely free
  • Takes just 2 minutes
  • Personalised insight report on completion
Take the Quiz
Security & Compliance

Security and compliance

aren't add-ons - they're built in

GDPR Ready
EU AI Act Compliant
SOC 2 Type II
Security and Compliance

Enterprise-grade security, SMB-friendly pricing

What you can count on

Audit trails & logging
Human-in-the-loop
Fact-checking
Content filtering
Explainability
SSO
Data residency options
Secure data pipelines

Control → Where it lives

SSO
IDENTITY
Audit Log
PLATFORM
Human Review
WORKFLOW
Data Residency
INFRASTRUCTURE
Content Filter
AI GATEWAY
Explainability
MODEL LAYER

Compliance documentation for GDPR/EU AI Act readiness (classification worksheets, DPAs, technical templates), reducing the ~30% documentation burden.

Mitigating fines up to €35M or 7% of revenue.

Buyer-checked alignment: Trust, tooling, integrations, data residency, pricing transparency, and support SLAs-exactly what SMBs say they need.

Glossary

RAG (Retrieval-Augmented Generation)

AI that cites your documents. Instead of hallucinating, it pulls from your actual company knowledge base.

FAQ

Frequently Asked

Questions

Let's talk about your AI journey

Our team is ready to help you implement AI that delivers real results

Ready for safe, measurable AI
- without the drama?

Start with our AI Readiness Assessment to identify high-impact use cases, model
ROI, and ship a 90-day plan. Packages start at $5,000.

What happens next:

1

Book a 30-minute discovery call

2

Receive your customized ROI model

3

Get your 90-day implementation plan