Step 0 · Free
Free intro call
Thirty minutes. Tell us how your team works and where the hours go. We'll tell you honestly whether AI can help, and if it can't, we'll say so.
How it works
From first call to running automations.
No 40-page strategy decks. We find the work worth automating, build it in your accounts, teach your team to use it, and keep it running.
- Assess
AI Opportunity Assessment
One survey, one 60–90 minute session, and a written roadmap of your top 3 automation opportunities with hours and dollars saved.
What you get
- An intake survey that covers most of the discovery up front
- One 60–90 minute working session
- A written roadmap ranking your top 3 automation opportunities, with estimated hours and dollars saved
Credited toward your Implementation Sprint if you go ahead within 60 days.
- Build
Implementation Sprint
We build 1 to 3 workflows end to end, connected to your CRM or ERP, tested and handed off. Fixed scope, priced on your payback.
What you get
- AI platform setup in your accounts
- Connections to your CRM, ERP or other systems
- The workflows themselves
- Testing with your real data
- Handoff
Fixed scope, agreed before we start.
- Train
Enablement (included with every sprint)
Short training videos recorded in your own tools, plus a plain-English AI use policy your team will actually read.
What you get
- Short videos recorded in your own tools, so they match exactly what your team sees
- A plain-English AI use policy
Videos are quick to re-record when your tools change.
- Run
Managed AI
We monitor, fix and keep improving: monthly check-ins, new automations as you grow, and clear usage reports.
What you get
- Monitoring and fixes
- A monthly check-in
- New automations as you grow
- Usage reporting so you can see what it's doing
What we build
The work we take on.
AI automation and agents
Workflows that read, decide and act across your systems.
Data entry automation
AI that does the re-keying for you. Not a staffing service.
Custom software and internal tools
Small apps that fit how your team actually works.
Websites and web apps
Fast, modern sites, built and kept up to date.
Ecommerce
Online ordering and the back-office automation behind it.
AI strategy and policy
A practical plan and a use policy your team will follow.
You own everything
Your agents live in your accounts. Not ours.
Everything we build runs in accounts your business owns, with us added as collaborators. We don't hold your data, and if you ever stop working with us, you keep every automation and can keep improving it.
- Your accounts, your data
- No lock-in
- Your team trained to use it
FAQ
Frequently asked questions
Will this replace our staff?
That's not the goal. We take repetitive work off the people you have so they can do more of the work that needs a person. Most clients use the hours to grow without hiring as fast.
Do we have to buy new software?
Usually not. We start with the tools you already pay for and add only what the roadmap justifies.
Where does our data live?
In your accounts. We're added as collaborators, and we don't keep copies of your data.
How long does a sprint take?
It depends on the workflows. We agree the scope and timeline in the proposal before any work starts.
What if we stop working with you?
You keep everything. Your agents and apps live in your accounts, and your team has the training videos.