A separate DeskMomentum service · AI team & Brain

AI agents built
around your business.

Alongside our marketing services, DeskMomentum offers tailored AI agents connected to a business Brain: your approved facts, procedures, sources, and decisions. Give your people useful context for everyday work—from finding answers and preparing summaries to drafting marketing and social content. Start with three agents you choose, a personalized plan, and hands-on setup to help you put your business knowledge to work.

Request a free 20-minute fit call ↗See practical examples ↓

Your knowledge. Your people. New momentum.

Illustration of a glowing business-knowledge core connected to specialist AI modules
From scattered to connected

Give AI more than
another prompt.

A useful agent needs to understand the work, know which sources to use, and recognize when a person needs to decide.

01 / KNOWLEDGE

A business Brain

An organized library of approved business facts, procedures, sources, and decisions. A place to start when knowledge lives across files, apps, conversations, and people’s heads.

02 / RESPONSIBILITY

Agents with clear jobs

Three agents you choose, customized around your business. Each gets a defined role, relevant context, and agreed access.

03 / EXECUTION

A task test for each agent

We verify each installed agent on one agreed task. Check the inputs, expected results, missing information, and approval points before using it in day-to-day work.

Practical starting points

What could AI help
you do at work?

Start with a familiar task, the information it needs, and a useful output. These examples show how a defined agent role could support your day. Explore sample inputs and outputs on our AI at Work page.

Conceptual illustration of an employee connecting a question to business procedure documents and an answer
01 / TEAM KNOWLEDGE

Find the answer in your business knowledge

“What information do we need before starting this job?”

Information used
Your approved procedures, service information, and internal FAQs.

Output prepared
A plain-language answer with references to the approved source material and a flag when information is missing.

Your role
The employee checks the source and brings exceptions or unclear instructions to the right person.

Conceptual illustration of a business owner reviewing task updates combined into a weekly summary
02 / OWNER OVERVIEW

Turn scattered updates into a weekly summary

“Summarize this week’s updates and flag what needs my attention.”

Information used
The task updates, project notes, or reports you choose to provide.

Output prepared
A draft summary of progress, open items, and questions that need a decision.

Your role
The owner verifies important details and decides priorities. Missing updates stay visible.

Conceptual illustration of a professional reviewing a drafted customer reply before sending
03 / EVERYDAY COMMUNICATION

Prepare a customer reply for review

“Draft a reply using our approved service information.”

Information used
A customer inquiry plus your approved service facts and response guidelines.

Output prepared
A draft reply that addresses the question and identifies information still needed.

Your role
You or a designated employee edits and approves the reply before it is sent.

Explore AI at work ↗
A practical path

Choose your agents.
Start with a clear plan.

Your knowledge and participation shape the work. We agree on the deliverables, tools, responsibilities, and terms before starting.

01 / FIT CALL

Bring one repeated task

In 20 minutes, we explore the work, your current tools, who will use the system, and whether DeskMomentum is a useful fit.

02 / CHOOSE YOUR AGENTS

Select your starting team

Choose three agents for your package. We agree on their tasks, the plugin list, business Brain scope, and expected results before work begins.

03 / YOUR PART

Bring the business context

Share accurate business information, approved source material, and examples of the work. Choose a reviewer to answer questions and confirm important details.

04 / INSTALL AND VERIFY

Test it, then learn to use it

We install your chosen agents, verify each on one agreed task, and help you use AI to add your first business information to the Brain. People review outputs and approve important actions.

See the deliverables and process ↗
Your starting package

Choose your agent team.
A Brain built around your business.

One package combines your personalized Blueprint and installation. Agree on the agents, tasks, plugins, and scope before work begins.

PLAN + INSTALL

AI Agent Team Package

Starting at $3,225The starting package includes your personalized Blueprint and installation of three agents you choose. Add more agents for $995 each.

Includes a $750 Blueprint and $2,475 installation.

  • Business and tools review; three prioritized opportunities
  • Business Brain plan, editable roadmap, and review meeting
  • Three client-selected agents included in the starting price; additional agents available
  • Your selected agent files included in your Blueprint and delivery

Additional agents: $995 each, added to your Blueprint and delivered files. Atlas is optional if you select it; no extra agent is required.

SET UP + VERIFY

A practical starting setup

  • One agreed task test per installed agent
  • Up to ten agreed available plugins across the package
  • Private Obsidian business Brain setup
  • Help using AI to add and review your first business information
  • Editable operating files, user guidance, and 30 days of correction support

Plugin compatibility, account access, and subscriptions are checked for your scope. Software and usage fees are paid by you. Additional tasks, migrations, custom integrations, or recurring automation need separate agreement.

OPTIONAL ONGOING HELP

AI Operations Partner

$1,250 per month
Optional after your package purchase.
Three-month minimum; up to ten hours per month.

  • Training and questions
  • Tool connections and added context
  • Adjustments to existing agents
  • Troubleshooting within agreed terms

Ongoing monthly support is not required to buy the package.

New agents cost $995 each and are separately agreed. Additional work is scoped before starting; support does not include done-for-you marketing or an automatic new workflow each month.

Illustration of three business professionals collaborating around a connected AI knowledge core
Built with people in the loop

For owners.
For the team already
doing the work.

DeskMomentum helps business owners use AI themselves and helps existing employees use it more effectively. Start where repeated work and scattered information create friction.

A good starting point

  • You have recurring work with a clear input and useful output.
  • You can provide accurate business information and a designated reviewer.
  • You want a defined implementation, with testing and training.

You keep the decisions

AI can make mistakes. People review important outputs and approve actions involving money, external communications, publishing, contracts, deletion, and major business decisions. The tools and actual data flow are reviewed for each engagement.

A few clear answers

Before we talk.

What is a business Brain?

It is an organized library of approved information about your business: facts, procedures, sources, and decisions. We set up your private Obsidian Brain and help you use AI to add and review your first business information.

What does the $3,225 package include?

A $750 personalized Blueprint and $2,475 installation, including the three agents you choose. We customize and install them, verify each on one agreed task, set up your Brain, and install up to ten agreed available plugins across the package. Editable files, setup guidance, and 30 days of correction support are included.

Which agents do we receive?

Your three selected agents are included in your Blueprint and delivered files. Each additional agent costs $995 and is included in those materials too. Atlas is optional if selected; it is not a mandatory or free fourth agent.

Which plugins can you install?

We agree on up to ten plugins across the package after checking availability, compatibility, and your accounts. Examples may include Gmail, GHL, Housecall Pro, and Higgsfield. These examples do not guarantee that every connection is available or works in every setup. You pay third-party subscription and usage fees.

Will the agents run the whole business?

No. Agents have defined responsibilities and access, with human review and approval points. One agreed task test per agent does not cover every possible task or include automatic recurring workflows. We do not guarantee revenue, time savings, or fully autonomous operations.

What should we bring to the fit call?

One repeated problem, the tools you currently use, and an idea of who will use and review the work. You do not need to share passwords, customer records, or sensitive documents to start the conversation.

Your next useful step

What work keeps pulling
you back to the desk?

Request a free 20-minute fit call. Tell us a little about your business and one repeated task you would like help with. You will receive an email acknowledging your request, followed by a separate email to arrange your call.

There is no purchase commitment for the call. We discuss your task, current tools, and the help you need. If there is a fit, we outline the next step and agree on scope and terms before work begins.

Submitting this form requests a call; it does not book an appointment or purchase a service. Please share a short description rather than confidential records.

Open the call request form ↗

The form opens in a new tab. We’ll follow up by email to arrange your call.

About DeskMomentum

Built from a need.
Made for your business.

DeskMomentum began when Mario Lucchetti needed AI tailored to his own business: agents connected to an organized business Brain, with the context to support real work.

He created the system he needed. Now, DM helps owners and existing teams build around their own work—making room for less repetition, more learning, and continued growth.

Meet DeskMomentum ↗