OUR PROCESS
Two-Stage Engagement. No Ambiguity.
We don't do open-ended consulting. Every engagement has clear scope and defined deliverables.
Agent Readiness Diagnostic
- 2–3 week delivery
- Prioritized automation roadmap with effort/impact scoring
- No obligation to continue
Implementation Retainer
- Hands-on workflow build and deployment
- Weekly syncs + async support
- Scope defined by diagnostic findings
What the Diagnostic Covers
Current workflow mapping
Where time actually goes—not where people think it goes.
Tool audit
What you have versus what you actually use.
Integration assessment
What can talk to what, and what's missing.
Automation opportunity scoring
Effort versus impact matrix for every candidate workflow.
90-day implementation sequence
Prioritized roadmap you can act on immediately.
What the Retainer Includes
Workflow design & build
We architect and construct the automation sequences.
Agent configuration
Setting up AI agents with proper guardrails and handoffs.
Integration development
Connecting your systems so data flows automatically.
Exception handling
Logic for when automation fails or edge cases appear.
Documentation
Everything written down so your team can maintain it.
Ongoing optimization
Monitoring, tuning, and extending as operations evolve.
We Work with 3 Clients at a Time
This isn't artificial scarcity. Operational work requires depth. We cap active engagements to ensure we can actually deliver. If we're at capacity, we'll tell you upfront and give you a realistic start date.
THE SOLUTION
Ready to see if we're the right fit?
2–3 weeks. You'll know exactly where automation will drive savings—and have a roadmap to act on.
No commitment to ongoing work. If we're not the right fit to implement, we'll tell you.