We understand the process before touching any technology.
- 0030 minutes
Free call
We talk about how your work runs today and see if we're a good fit. You leave with an honest view of where to start. No cost, no slides.
- 01
Discovery
We watch how the work really happens: who does what, with which tools, how long it takes.
AuditThis is the whole service: interviews, process map, measurement and a written report.
Custom agentA shorter version: we clarify the process, the rules and where a person steps in.
ImplementationWe map your systems and how data moves between them.
- You bring
- the process owner and access to a few real examples.
- You leave with
- a process map and an hours-and-dollars estimate.
Step 1 comes in two sizes. If you don't know where AI would help, start with the AI Opportunity Audit: a one-week piece of work, from $1,000, with a written plan you keep. If your process is already clear, we do a shorter version of this step as part of the build.
- 02days
Prototype
A small version that already works, on your real tools, with a few real cases.
This is what comes next if you decide to build.
AuditNot included. The report comes with a sketch of what we would build.
Custom agentOne agent working on real cases, in days.
ImplementationOne key connection working between two systems.
- You bring
- 30 minutes to try it and tell us what's off.
- You leave with
- something you can touch, before committing to the rest.
- 03weeks, depending on scope
Implementation
It fits into the daily routine and the team that will use it: handoff rules, training, a dashboard.
This is what comes next if you decide to build.
AuditNot included. You decide whether to build, with us or someone else.
Custom agentIt's connected to your tools and your team, with handoff rules and training.
ImplementationWe build the full flow, with data cleanup, testing and training.
- You bring
- the people who'll use it.
- You leave with
- agents live, documented and owned by your team.
- 04every month
Measure and adjust
We compare against the estimate from step 01. Whatever doesn't save time gets changed.
AuditA 45-minute walkthrough of the report and a clear next step.
Custom agentMonthly review against the estimate, and adjustments.
ImplementationMonthly review and adjustments to the automations.
- You leave with
- a short monthly report: what ran, what it saved, what we changed.
- Lead arrives
- Copied to CRMBy hand
- Reply by emailBy hand
- Call booked
Hours a week
Dollars a month
Hi, can I book a visit this week?
Sure. Thursday 10:00 or Friday 3:00?
Friday works.
- Agent answers common questions
- Pricing questions go to a person
- Team trained
- Docs ready
Dashboard
What ran
What it saved
What we changed
Follow-up timing adjusted
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Your data, handled with care
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We ask for the minimum access an agent needs.
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Credentials stay in the platform's secure storage, not in emails or chats.
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We tell you which AI providers process your information, and your agreement says what happens to your data if we stop working together.
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For regulated industries (health, finance), tell us up front: some processes get a person in the loop by design.
Shall we start with one process?
Thirty minutes. We'll find the one process worth automating first.
Book a discovery call