Three ways to work together

Every business is different. Whether you need a single quick win, a deep dive into your operations, or an ongoing partnership, we have an engagement that fits. No pressure, no upsell We don’t ask you to commit to anything before you’ve seen what we can do. Every relationship starts with a free process fix — one quick win that proves the value. From there, you choose what makes sense for your business.mdash; you choose what makes sense for your business.

The Free Process Fix

We fix one process and automate it — completely free. One process, one trigger, one outcome. You see the quality of our work and the value of automation before you invest a dollar.

But we don’t just hand you an automation and walk away. We also deliver an Opportunities Report — identifying 5–10 additional areas where your business could save time or eliminate manual work.

Delivered in 1–2 weeks from your discovery call, with 30 days of support included.

Zero risk, zero cost. We invest our time upfront because we’re confident in the value we deliver. If you like what you see, we can talk about what’s next. If not, you keep everything we built.

Best for: any business ready to see automation in action — zero risk

What You Get — Free

Working Automation

One process, one trigger, one outcome — fully built, tested, and running.

Current & Future-State Process Maps

Visual documentation of how it works today and exactly what we improved.

SOP Documentation

Step-by-step standard operating procedure so anyone on your team can follow the new process.

Opportunities Report

5–10 additional improvement opportunities identified during your process walkthrough — so you can see the full picture.

Training Walkthrough + 30-Day Support

Live walkthrough of the automation, plus 30 days of support to make sure everything runs perfectly.

The 10-Hour Challenge

Give us 2 days and we’ll show you where your business is losing 10+ hours a week — and fix the biggest problems on the spot.

Day 1: we observe and diagnose. A 60–90 minute Zoom session where we watch you work through your key processes, identify the top 3–5 time drains, and get access to your systems. We spend the afternoon analyzing everything and designing solutions.

Day 2: we build and deliver. Multiple automations targeting your biggest time wasters, tested end-to-end, with a live walkthrough and complete documentation. You walk away with a full improvement roadmap showing every remaining opportunity.

Concentrated impact in 2 days. We diagnose the biggest time drains, build working automations, and hand you a complete roadmap of every remaining opportunity. You decide what to do with it.

Best for: businesses ready to make a serious dent in wasted time

What You Get

Multiple Working Automations

Targeting your biggest time drains — built, tested, and running in 2 days.

Tool & Plugin Setups

Integrations configured for your daily tools so everything works together seamlessly.

Process Maps & SOPs

Current-state and future-state process maps plus full SOP documentation for every process addressed.

Full Improvement Roadmap

A complete map of every remaining opportunity — so you know exactly what to tackle next.

30 Days of Support

Everything is covered for 30 days. If something needs adjusting, we handle it.

Monthly Retainer

An ongoing partnership where we systematically improve your entire business, month by month. Think of it as having a fractional process improvement and automation expert on your team — without the cost of a full-time hire.

For businesses that want continuous improvement without hiring a full-time resource. A set number of hours each month dedicated to maintaining what’s been built, implementing new automations, and identifying the next opportunity.

Each month, we maintain everything that’s been built, implement new automations, update documentation, and proactively identify the next improvement opportunity. Your business gets measurably more efficient every single month.

All hosting and maintenance costs are included. One invoice, no surprises. Your business gets measurably more efficient every month.

Best for: businesses ready for continuous, systematic improvement

What’s Included Monthly

Monitoring & Maintenance

Ongoing monitoring of all automations. If something breaks, we fix it — usually before you notice.

New Automations Each Month

Continuous improvement — every month, new processes get automated and documented.

Priority Support

Same-day response to issues or questions. You’re never waiting in a queue.

Living Documentation

SOPs and process maps updated as your business evolves. Always current, always accurate.

Monthly Strategy Call & QBR

Proactive review of results, ROI reporting, and identification of the next improvement opportunity.

How every engagement works

Whether it's a single project or an ongoing retainer, the methodology is the same. We follow a proven process that delivers consistent results.

1

Discovery Call

A 30-minute conversation about your business. We identify the biggest pain points and determine if there's a fit. No pitch — just an honest discussion about what's possible.

2

Process Analysis

Via Zoom, you walk us through the process as it exists today. We observe, ask questions, and identify exactly where things break down and where the opportunities are.

3

Solution Design

We map the current-state process, design the improved version, and define exactly what will be automated. You see the plan before we build anything.

4

Build & Implement

Using AI-powered development tools, we build your automation fast — typically delivering what would take traditional consultants weeks in just days. Everything is built on your systems and your accounts. Your data never leaves your environment.

5

Document & Deliver

Complete SOP documentation, process maps, and a live training walkthrough. Everything is handed over with 30 days of support. You own every automation, every document, every SOP — no lock-in, no dependency.

6

Expand

After seeing results from the first project, we identify the next opportunity. This is where single projects grow into ongoing partnerships.

What we don't do

Clarity about what we're not is just as important as what we are. This ensures every client gets exactly what they expect.

We don't sell software

We're consultants, not vendors. We build solutions using the right tools for your situation — no license fees, no lock-in.

We don't do one-size-fits-all

No pre-packaged solutions. Every engagement is scoped to your specific business, processes, and goals.

We don't automate broken processes

If the process is broken, we fix it first. Automating a bad workflow just makes it fail faster.

We don't disappear after delivery

Every project includes 30 days of support. We make sure it's working perfectly before we step back.

Let's start with one process.

Book a free discovery call. We'll find your biggest quick win and deliver a working automation — on us. You'll see the value before you invest a dollar.

Get Your Free Process Automation

No commitment. No pressure. Just a conversation about what's possible.