# Worden > We provide AI advisory and implementation for growing companies: advice on where AI fits, and agents built and run under written rules for the work that matters most. Website: https://worden.ai · Contact: dallas@worden.ai · Legal entity: Worden, LLC, a Michigan limited liability company. Based in Traverse City, Michigan; takes on work for companies across the US, in person or remotely. Founder: Dallas Worden. Last updated: 2026-11-08. ## Who we work with ## Services ### AI services - What it is: Years working with owners, CEOs and deal teams shape how we approach AI: understand how the company makes money, then decide where technology belongs. Employees stay in charge of the work. We build on what they know, then add agents for specific tasks under written rules, with a named person responsible. - AI advisory: We give an outside view before, during or after AI is put to use: where it fits, what to leave alone and which processes come first. We give a second opinion on tools and agents already in use. The result is a written plan with priorities, the numbers to measure and next steps. You can start with questions alone. - AI implementation: We write down one process, agree on the goal, define the metric and record its starting point. Before an agent runs on live systems, we test it in a sandbox: a separate test setup built from past work or sample data, checked against cases your employees confirm as correct. Then we run a 90-day pilot under a one-page written rulebook. Access moves from read-only to draft-only to limited sending. A person approves anything that leaves the business, except routine items we name and agree on in writing. In the first weeks we review the agents' work closely and tune it with your employees. If you choose, we then add more processes. We train your people to manage and improve the agents, including what they should keep watching. Ongoing support is optional. - How we measure it: We review the metric at 30, 60 and 90 days against implementation and operating costs, and revise or stop before expanding. - Quoting: time from request to quote - Month-end close: days to close - Scheduling: weekly hours spent - Forecasting: time to update the forecast - Owner's weekly numbers: hours to compile - Where we apply AI: We document each process first, then: - Quoting and estimating: draft quotes from your pricing rules. - Scheduling and production: flag conflicts and missing inputs. - Shipping and logistics: prepare paperwork and status updates. - Accounting and the close: organize records and flag missing items. - Finance and forecasting: update working models and flag changes against plan. - Marketing and the website: draft updates and route them for approval. - The CEO's weekly numbers: gather figures and flag what needs attention. - Who owns it: The work runs in your accounts under agreed access rules. The prompts, workflows and documentation we write are yours to keep, on the terms in your engagement letter. - AI does not change what makes a business good: We believe strong businesses put customers first, do quality work and grow responsibly. AI does not change those priorities. We use it to reduce routine work and give people more time to serve customers. ## Common questions ### What does Worden do? We provide AI advisory and implementation for growing companies: advice on where AI fits, and agents built and run under written rules for the work that matters most. ### Who do you work with? Our services are for owners, CEOs and department heads at growing companies, as well as private equity funds, their portfolio companies, and the CPA firms and advisers who work with owners. ### Where are you based? Worden is based in Traverse City, Michigan. We take on work for companies across the US, in person or remotely, and we travel to clients. ### Do we have to start with a big project? No. We can start with a conversation or with AI advisory, each scoped in writing. ### Who owns the work at the end? The accounts are yours. The prompts, workflows and documentation we write for you are yours to keep, on the terms in your engagement letter, and we train your people on them. Ongoing support afterward is optional. ### How are fees set? Every engagement starts with a written scope and an engagement letter. Fees are agreed in writing before work begins. ### How do I start? Email dallas@worden.ai or use the contact form. A few lines is plenty, and it doesn't have to be about work. We aim to reply within one business day. ## Pages - [Home](https://worden.ai/): We help growing companies decide where AI fits, choose tools and build agents under written rules, with a person responsible for reviewing the work. - [Services](https://worden.ai/services/): We provide AI advisory and implementation for growing companies, from an initial question to implementation across many processes. - [AI advisory and implementation](https://worden.ai/services/ai-advisory/): Two AI services for growing companies: advice on where AI fits and what to leave alone, and a 90-day pilot of one process on agents under written rules. - [AI advisory and implementation for Bozeman, Montana.](https://worden.ai/bozeman/): AI advisory and implementation for growing companies in Bozeman, Montana. We work across the US, remotely and in person. Scoped in writing first. - [AI advisory and implementation for South Florida.](https://worden.ai/south-florida/): AI advisory and implementation for growing companies in Miami, Fort Lauderdale, Palm Beach and Boca Raton. Remote, and in person when it helps. - [AI advisory and implementation in Traverse City.](https://worden.ai/traverse-city/): AI advisory and implementation for growing companies, based in Traverse City, Michigan. We work across the US, in person or remotely. - [How we run Worden on AI agents](https://worden.ai/how-we-run-worden-on-ai-agents/): How Worden runs its own operations on AI agents, with written rules, separate checks and a person approving what goes out. Our own case study. - [About](https://worden.ai/about/): the firm and its founder, Dallas Worden. - [Research](https://worden.ai/research/): notes on putting AI to work in companies, published on this site. - [Contact](https://worden.ai/contact/): email dallas@worden.ai or the contact form. - [Scope and terms](https://worden.ai/scope/): what Worden, LLC does and does not do. ## Research - Research: One question, public data, a clear answer. - Memos: One idea, argued, with what would prove it wrong. - Guides: A question owners and deal teams ask, answered plainly, with an example. - Signal and noise: What mattered this week, what didn't, and why. - Model notes: What we found testing AI models and tools on real work. - Lessons: What we learned, in and out of the office. ## What we do not do Worden is not a CPA firm and not a registered investment adviser. It provides no audit, attest or assurance services and no legal, tax or investment advice. It does not act as a broker, arrange financing, or arrange the sale of any business or security. Research is general commentary, not a recommendation to buy or sell anything. ## Scope Worden, LLC provides advisory and analytical services as scoped in written engagement letters. It is not a CPA firm or registered investment adviser and provides no audit, attest or assurance services, or legal, tax or investment advice. Research and commentary on this site are educational and are not recommendations about securities transactions. No outcome is promised beyond the written terms.