Five phases.
One call.
No pitch at the end.
Most agency "discovery" is theater. Ours isn't. One call, then a week. Here's exactly what happens between the moment you book and the moment you have a written plan in your inbox.
First, the audit call.
One call, forty-five minutes, and it is the audit itself. You talk, we ask questions, and we map your business live while you do. There is no pre-call to get through first.
You bring
- — A rough description of your business (what you do, team size, revenue band)
- — The one or two problems that drove you to book
- — Questions about how we work
We do
- — Ask about your tools, your lead flow, and your biggest time-suck
- — Tell you straight if we're the right team, or if we're not
- — Draw your workflows on a shared canvas while you talk
- — Flag the leaks we spot as we go, out loud
A clear read on where AI and automation would actually pay off in your business.
We map your business live.
Not a template. Not a 40-page discovery deck. This happens on the same call: a real-time walk-through of how you actually operate, drawn on a shared canvas while we talk.
You bring
- — You (the owner)
- — Whoever runs your office or your operations, if that isn’t you
- — Your intake channels: forms, phone, text, walk-ins
We do
- — Follow a lead from first touch to paid invoice
- — Flag every handoff, every system, every manual step
- — Note where data drops, duplicates, or disappears
A visual workflow map of your entire operation, emailed within 24 hours.
We score every workflow on three axes.
No opinions, no feelings, just numbers. Hours it costs you per month, revenue it leaks per month, and how fast we can have it running.
You bring
- — Nothing. This is our work.
We do
- — Score hours-per-month for each workflow
- — Estimate revenue leak where measurable (missed leads, lost reviews, unfollowed-up quotes)
- — Estimate how fast we can get each one live, so the plan is ordered by what pays you back soonest
A prioritized heat map showing exactly where to look first, second, and last.
You get a written plan. Yours to keep.
Top three automations, recommended in order. Each with a build cost, a monthly savings estimate, and honest tradeoffs. We get on a call and walk you through it. Build them with us, with someone else, or sit on the plan. Your call.
You bring
- — Questions, pushback, “what about X”
We do
- — Write the plan. Actual words, not slide bullets.
- — Cost each build with real numbers
- — Flag anything we think would be a bad idea and tell you why
A PDF you could hand to another agency and get the same quote from them. No lock-in.
We build it. Then we run it with you.
The build is the on-ramp, not the finish line. Every engagement ends in a live partnership. We monitor the automations, tweak them as your business changes, build new ones when we see opportunities, and sit down with you quarterly to evaluate new AI tools. Month-to-month, cancel anytime. You own the work; we own the upkeep.
You bring
- — Access to the tools we’re automating into (API keys, user seats)
- — 30 minutes a week to review progress during the build
- — One 60-minute strategy call per quarter after launch
We do
- — Build in n8n, Make, or Zapier, whatever fits the job
- — Connect to OpenAI or Anthropic where AI is the right lever
- — Test in your sandbox before touching production
- — Document everything in plain English so you own the work
- — After launch: monitor 24/7, fix breakages, build new automations when we spot opportunities, evaluate new AI tools quarterly
Working automations running in your business, plain-English docs, and an AI partner on retainer, month-to-month, cancel anytime.
The work you do twice
is the work we automate.
One 45-minute call. We walk your business and map it live. A week later you have a written plan in your inbox, and we get on a call to walk you through it. No pitch either way.