Everything runs through one person
The owner, senior estimator, or operations lead keeps getting interrupted because the real answers live with them.
Institutional knowledge, made usable
Your company already knows the answer. Your AI doesn't.
ZeisWorks captures the pricing rules, processes, judgment, and expertise stuck inside your team — then turns them into AI your entire company can actually use.
You own the knowledge. You own the systems. No proprietary AI platform required.
where it lives today
- Owner judgment
- Senior estimator
- Pricing sheets
- Slack threads
- CRM notes
- SOP
- Email history
- Sales playbook
- Field notes
structured, readable files
- pricing.md
- estimating.md
- customers.md
- escalation.md
- brand-voice.md
- policies.md
what your AI can now do
- Answer with sources
- Price with rules
- Draft proposals
- Train new hires
- Research accounts
- Qualify leads
- Support customers
- Guide operations
The problem with your AI probably isn't the AI. It's what the AI knows about your company.
Does this sound familiar?
The most valuable rules in the business are often the least accessible.
Your AI gives plausible answers, not company answers
ChatGPT knows the internet. It does not know your pricing logic, escalation rules, customer red flags, or proposal standards.
Training takes forever
New employees learn through shadowing, repeated questions, and a long trail of small exceptions nobody has written down.
Important rules are scattered everywhere
Some rules are in SOPs. Some are in spreadsheets. Some are in Slack. The decisive ones may only exist in someone's head.
You have key-person risk
When one experienced employee leaves, the company can lose the judgment behind years of pricing, sales, and operations decisions.
You want AI, but do not trust it
The issue is rarely the model alone. It is that the model has not been taught how your company actually operates.
See it working
A trustworthy answer has a trail back to company knowledge.
Sample company files — pick one to read it:
# the AI reads the right file for each question
# PricingWe price by the project, not the hour.A quote holds for 30 days.Standard rates live in the rate table.
# Approval rulesDiscounts to 10%: account manager.Discounts 11–20%: sales manager.Refunds past policy: owner sign-off.
# CustomersGood fit: repeat work, clear scope.Red flags: urgent timeline, scope disputes.Red-flag accounts: prepay or manager ok.
# Refund policywindow: 30 days from deliveryexceptions: final-sale, custom ordersafter 30 days: store credit only
# EscalationLoop in a human for money or complaints.Tag the owner within one business day.Never guess on legal or refunds.
Now ask it something.
answer
Not on your own. Discounts up to 10% sit with account managers; 11–20% needs the sales manager.
Get the sign-off before the quote goes out — and the quote holds for 30 days.
sources
answer
Check the red flags first: an urgent timeline or a history of scope disputes means prepay or a manager’s ok before anyone commits.
sources
answer
By the project, not the hour. Send a quote that holds for 30 days.
If you’re tempted past a 10% discount, that’s the sales manager’s call, not yours.
sources
answer
Inside 30 days of delivery: refund it, unless it’s final-sale or a custom order. After 30 days: store credit only.
It’s a money question, so a human handles it — and the owner gets tagged within one business day.
sources
The answer didn't come from the internet. It came from your company.
sample files, sample answers — the live version runs on yours
Want this running on your files?
See what my company knowsThe core idea
Before you automate the workflow, capture the judgment behind it.
Most AI projects start with the workflow. ZeisWorks starts with the knowledge behind the workflow. That includes:
- Rules
- Exceptions
- Judgment
- Processes
- Pricing logic
- Customer definitions
- Escalation paths
- Brand voice
- Institutional memory
What we build
The finished knowledge system is your VIK.
Visualized Institutional Knowledge — a structured, human-readable representation of how your business thinks and operates. It becomes the source material behind your AI systems. And the client owns it.
- 01
Map
Identify where the important knowledge currently lives: people, documents, software, spreadsheets, and processes.
- 02
Capture
Interview the people who know how the business really operates, then document rules, exceptions, judgment, and decision logic.
- 03
Build
Turn that knowledge into useful AI systems: assistants, internal search, estimating tools, proposal workflows, and automations.
- 04
Transfer
Your company owns the knowledge, files, systems, and documentation. Continue if it creates value. Leave if it does not.
- pricing.md
- estimating.md
- customers.md
- escalation.md
- brand-voice.md
- policies.md
Before and after
The same company, without the hidden bottleneck.
Before ZeisWorks
- Senior employees answer the same questions repeatedly
- Pricing knowledge is inconsistent
- AI produces generic responses
- SOPs go stale
- Critical judgment exists only in people's heads
- Automations break when exceptions occur
After ZeisWorks
- Employees can query company knowledge
- AI follows real pricing logic
- Answers reference actual company rules
- Institutional knowledge is explicit
- New hires have an internal knowledge system
- Updates happen at the knowledge layer
What an engagement looks like
From "ask the senior person" to a system the team can use.
What gets captured
- Pricing logic and common exceptions
- Customer qualification criteria
- Proposal structure and approved language
- Escalation rules for edge cases
- Role-specific operating notes for new hires
What can be built
- An internal question-answering system with source references
- A pricing and scope reference for estimators
- A proposal draft workflow using company language
- A living file structure the team can review and update
What it unlocks
Once the knowledge exists, the AI work gets easier.
Possibilities the knowledge foundation enables — not a promise that every client gets every system.
Sales
- Lead qualification
- Proposal drafting
- Customer research
- Follow-up
- Pricing guidance
Operations
- Process Q&A
- Escalation guidance
- Internal support
- Decision assistance
- Workflow automation
Training
- New hire onboarding
- Role-specific assistants
- Process explanations
- Internal knowledge search
Estimating
- Pricing guidance
- Scope assistance
- Historical context
- Exception handling
Customer service
- Policy-aware responses
- Escalation
- Account context
- Consistent answers
What you own
We don't want to own your AI. We want you to own it.
| Typical AI implementation | ZeisWorks |
|---|---|
| Knowledge hidden inside a platform | Knowledge stored in readable files |
| Consultant understands the system | Your team can understand the system |
| Dependent on one AI provider | AI-provider independent |
| Black-box answers | Traceable source material |
| Leave the vendor, lose the system | Leave ZeisWorks, keep the system |
| Automation first | Knowledge first |
← swipe →
If ZeisWorks disappears tomorrow, the work we've done should still be useful to you.
Who it's for
ZeisWorks works best when your company runs on expertise.
Great fit if
- A few employees hold a disproportionate amount of important knowledge
- Work involves judgment rather than simple checklists
- You have meaningful exceptions and edge cases
- Employees repeatedly ask the same internal questions
- Training employees takes a long time
- You want AI but do not trust generic output
- Losing a senior employee would create serious problems
Probably not a fit if
- You just need a simple chatbot
- Your business processes are extremely standardized
- Everything important is already documented and maintained
- You only want AI because it is trendy
- You expect AI to replace your team overnight
Industry-specific pages: consulting firms · agencies · all industries →
What clients say
Real reviews from real work.
I've had the pleasure to work closely with Jack in numerous projects, roles, and challenges. All of which have exceeded my expectations as a company leader.
Jack was great at communicating, efficient, personable and dependable. He was easy to work with and a great asset to our team.
Jack was amazing to work with, which is why he worked for us on a long-term basis. He is thorough, accurate, and timely. I highly recommend him.
Pricing
Build an AI knowledge asset for less than the cost of another hire.
Unlike a traditional retainer, the work accumulates. Every process captured becomes part of an asset your company keeps.
- 01
Intro call.
Free, 15 minutes.
Where your knowledge is stuck and whether a VIK would fix it. No deck, no pitch. If we're not the right fit, we'll tell you on the call.
- 02
Knowledge Audit.
Fixed price, one week.
We map where your firm's knowledge actually lives, show you exactly where your AI is guessing, and hand you a working starter set of files. Yours to keep whether or not we go further.
- 03
VIK build and run.
$2,500 a month, month to month.
We write the full system, build the assistants that run on it, and keep it current as your firm changes. Cancel any month. Keep every file.
A fraction of an ops hire — and the knowledge doesn't walk out the door.
You won't be handed off to a junior implementation team.
ZeisWorks is run by Jack Zeis, a systems consultant in Golden, Colorado. He captures the knowledge, designs the system, and owns your engagement personally — because a business should own how it works, not rent it. More about Jack →
Get started
Your company already has an AI advantage.
It's what your people know. Let's make it usable.
See what my company knows