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Get a custom proposalTurning Ideas Into Solutions
Holistic Consulting Technologies is a Davidson, NC–based firm that helps small to mid-sized businesses and startups adopt AI, build custom technology, and scale with clarity. Serving the Lake Norman and Charlotte region, the company focuses on practical, hands-on implementation—helping teams not just understand new technology, but actually use it to drive results. (holisticconsulting.tech)
The company’s core offerings center on three areas. First, AI training for teams, where businesses learn tools like ChatGPT and develop real workflows that improve productivity and decision-making. Second, AI strategy and implementation, providing clear roadmaps, readiness assessments, and measurable ROI plans to ensure AI adoption is aligned with business goals. Third, custom software development, where tailored applications, automation tools, and cloud-based systems are designed and built to fit each organization’s specific needs. (holisticconsulting.tech)
What differentiates Holistic Consulting is its ability to combine strategy with execution. Rather than traditional consulting that stops at recommendations, the firm delivers end-to-end support—from identifying opportunities to building and deploying working solutions—often within weeks. This enables businesses to compete with larger organizations while maintaining the agility of smaller teams. (holisticconsulting.tech)
At its core, the company exists to help organizations integrate technology in a way that is both effective and aligned—bridging the gap between where a business is today and what it needs to become in an increasingly AI-driven world.
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Min project size
$1,000+
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Hourly rate
$100 - $149 / hr
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Employees
2 - 9
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Year founded
Founded 2023
Service Lines
- AI Development
- 30%
- AI Consulting
- 25%
- Web Development
- 15%
No Focus Areas have been added yet…
Industries
- Financial services
- 40%
- Education
- 20%
- Information technology
- 15%
- Legal
- 15%
- Medical
- 10%
Clients
- Small Business (<$10M)
- 70%
- Midmarket ($10M - $1B)
- 25%
- Enterprise (>$1B)
- 5%
Pricing Snapshot
Min. project size
$1,000+
Avg. hourly rate
$100 - $149
/hr
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Claude Code Workflow & Process Automation
AI-powered workflow automation packages that turn manual processes into scalable systems. From simple team automations to fully integrated AI operating systems, we design, build, and implement Claude Code–driven solutions with structured context, memory, and QA—delivering reliable, real-world results fast.
Small
Small teams adopting AI to automate core workflows
$5,000
/total
- AI Workflow Automation: AI workflow automation for small businesses getting started with ChatGPT and Claude Beginner-friendly AI tools setup to automate admin, sales, and content workflows Small team AI training and workflow
Medium
Growing teams systemizing ops with AI tools
$15,000
/total
- AI Workflow Automation: End-to-end AI workflow automation with database integration for growing businesses Custom AI-powered systems connecting sales, operations, and internal processes Business process automation using AI,
Large
Scaling orgs needing fully integrated AI systems
$35,000
/total
- AI Workflow Automation: AI-native business operating system with automation, orchestration, and memory architecture Advanced AI systems integrating workflows, data, and custom applications across the organization Enterprise-
| Features |
Small $5,000 /total |
Medium $15,000 /total |
Large $35,000 /total |
|---|---|---|---|
|
AI Workflow Automation |
AI workflow automation for small businesses getting started with ChatGPT and Claude Beginner-friendly AI tools setup to automate admin, sales, and content workflows Small team AI training and workflow |
End-to-end AI workflow automation with database integration for growing businesses Custom AI-powered systems connecting sales, operations, and internal processes Business process automation using AI, |
AI-native business operating system with automation, orchestration, and memory architecture Advanced AI systems integrating workflows, data, and custom applications across the organization Enterprise- |
|
Small $5,000 /total |
|
|---|---|
|
AI Workflow Automation |
AI workflow automation for small businesses getting started with ChatGPT and Claude Beginner-friendly AI tools setup to automate admin, sales, and content workflows Small team AI training and workflow |
|
Medium $15,000 /total |
|
|---|---|
|
AI Workflow Automation |
End-to-end AI workflow automation with database integration for growing businesses Custom AI-powered systems connecting sales, operations, and internal processes Business process automation using AI, |
|
Large $35,000 /total |
|
|---|---|
|
AI Workflow Automation |
AI-native business operating system with automation, orchestration, and memory architecture Advanced AI systems integrating workflows, data, and custom applications across the organization Enterprise- |
Our Story
We are Holistic Consulting Technologies, a Mooresville team blending Taylor’s Vision-to-Matter coaching with Chris’s 12+ years of enterprise delivery to serve purpose-driven small businesses and startups. We pair human-led strategy with AI-powered software, offering AI training, engineering, product build, and startup/funding support. Our integrated 9‑phase framework produces aligned brand, systems, and production-ready technology with measurable client outcomes.
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