Five phases.
Two weeks.
No pitch at the end.
Most agency "discovery" is theater. Ours isn't. Here's exactly what happens between the moment you book and the moment you have a written plan in your inbox.
First, a short alignment call.
Ninety minutes is a big ask before we've said hello. This 15-minute call sorts fit both ways — your business for us, us for you — and lines up everything we need to make the audit worth your time.
You bring
- — A rough description of your business (trade, crew size, revenue band)
- — The one or two problems that drove you to book
- — Questions about how we work
We do
- — Ask about your tools, lead flow, and biggest time-suck
- — Tell you straight if we're the right team — or if we're not
- — Walk you through how to prep for the audit (who to bring, what tools to have credentials for)
- — Put the 90-minute audit on your calendar together
A yes/no on fit, a short prep list, and — if we're a fit — the audit scheduled.
We map your business live.
Not a template. Not a 40-page discovery deck. 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 / dispatch, 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 — numbers. Hours it costs you per month, revenue it leaks per month, how hard it is to automate with tools that exist today.
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)
- — Rank automation difficulty: green (ready now) / yellow (needs a data fix first) / red (not worth it yet)
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. Build them with us, with someone else, or sit on the plan for six months. 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.
Your next job is waiting
in a missed voicemail.
Start with a 15-minute alignment call. If we're a fit, we schedule the 90-minute audit together. A week later, you have a written plan in your inbox. No pitch either way.