GearHead onboarding & team training

Start with an assistant that is ready for your business.

We help your team configure GearHead, connect the right systems, bring in the company knowledge you approve, and learn how to put the platform to work.

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GearHead guiding a small-business team through setup, connected tools, training, and launch

Choose the help you need

A useful start for every business.
Hands-on help when you want more.

Begin with the hour included with a new subscription or let our team prepare a more complete launch.

Included with signup

Fast Start Onboarding

Freeone live hour

Every newly subscribed small business can meet with our team for a focused first-hour setup session.

Identify the first workflows GearHead should support
Review core account, persona, and privacy settings
Help connect or plan the first important business tool
Give your team a practical starting checklist

Available to newly subscribed small-business accounts. The session focuses on the highest-value first steps and does not include custom development or bulk data migration.

White-glove launch

Full Onboarding Experience

$1,000flat fee

For teams that want GearHead organized around the business before everyone begins using it.

Structured discovery and launch plan
Approved company-data and knowledge setup
Account, persona, dashboard, permission, and workflow configuration
Connected-tool setup assistance
Training for the key members of your team
Launch review and practical next-step recommendations

The flat fee covers a standard small-business onboarding scope. Large migrations, custom integrations, plugin development, and on-site travel are scoped and approved separately before work begins.

The onboarding journey

Set up, connect, train, and launch with confidence.

We keep the process grounded in the work your team actually needs GearHead to handle.

Set up the workspace

Define the account structure, assistant identity, privacy preferences, dashboard, and the people who need access.

Connect the right tools

Prioritize the email, calendar, files, operational systems, APIs, and playbooks that support the first real workflows.

Train the team

Show key team members how to ask naturally, review work, approve actions, use shared context, and recognize honest limits.

Launch and refine

Test practical scenarios, resolve setup gaps, and leave the team with clear ownership and next steps.

Pre-seeded with your approval

Your business context—not a blank chatbot.

During full onboarding, we can organize the company information and source material you approve so GearHead begins with useful context. We establish access and sharing boundaries before company or client information is added, and your team remains in control of what GearHead may retain and use.

Company foundationServices, terminology, hours, policies, locations, and operating preferences.

People and responsibilitiesKey team members, roles, handoffs, approval owners, and communication expectations.

Working knowledgeApproved procedures, reference documents, recurring work, and common customer questions.

Permission boundariesWhat stays personal, what is shared, which tools may act, and where a person must approve.

Ongoing AI support

Keep an experienced AI team within reach.

For businesses that want continued help after launch, ongoing maintenance agreements provide scheduled access to our team for optimization, new use cases, team changes, and practical AI guidance.

Monthly AI consulting and workflow reviews
Configuration tuning and adoption support
Training for new or changing team roles
Custom GearHead plugin planning and development

Ongoing agreements and custom plugins are scoped to the work required, with pricing approved before work begins.

Give your team a better first day with GearHead.

Tell us where you want help. We’ll recommend the included Fast Start, full onboarding, or a separately scoped engagement—without overselling what you need.

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