Fixed-scope consulting that audits your busywork, designs the automations that actually pay off, and hands you the working flows plus the documentation to keep them running. No sprawling retainers, no AI-hype theater — practical wins your team uses every week.
The lead form goes to your inbox, you re-type it into the CRM, you tag it in Trello, you DM the team. Same fifteen minutes, every time.
Pulling data from QuickBooks, Stripe, your scheduling tool — into a spreadsheet — into a slide. Monthly. By hand.
You bought a ChatGPT subscription and a Copilot license. They're sitting there. Nobody's quite sure what to do with them.
Vendor-neutral. We pick the simplest tool that fits — not the most exciting one.
Website form, email, or LinkedIn message routes itself into your CRM, tagged, assigned, with a follow-up task created — instantly.
Proposals, contracts, follow-up emails, meeting recaps — drafted by AI from your existing templates and prior examples. Reviewed by you, sent in minutes.
Weekly/monthly business reports pulled from QuickBooks, Stripe, Google Analytics, your booking tool — assembled, formatted, and emailed to you. No more spreadsheet day.
AI sorts and labels inbound email, drafts replies to common questions, escalates the urgent stuff, and quietly archives the noise.
New employee or new client? One trigger sets up the accounts, sends the welcome packet, schedules the kickoff, and creates the onboarding checklist.
Your SOPs, vendor contracts, and past project notes — searchable by AI so your team gets the answer instead of asking you.
Fixed scope. Fixed price. Clear deliverables. No "we'll see where it goes" billing.
You walk us through where time goes each week. We ask a lot of questions. We tell you straight up which engagement (if any) we'd recommend — or whether you don't need us yet.
We shadow how 3–7 of your most painful workflows actually run today. Map every step. Identify the 2–3 with the highest payoff if automated.
Written proposal: the workflows we'd automate, the tools we'd use, the cost (yours + ours), and the expected time savings. You decide what to greenlight.
We build the automations in your tools, under your accounts. You watch us work (Loom recordings, live screen-shares) so nothing is a black box.
Your team learns how the automations work, how to tweak them, how to fix them. Plain-English runbooks left behind. You own everything.
After handoff, we stay on call for 30 days to tune anything that drifts. After that, your coaching membership (or a follow-up engagement) handles ongoing changes.
All engagements are fixed scope and fixed price. No surprise hourly billing.
~1 week · 1 audit, no build
Best when you're not sure what's automatable.
~4 weeks · audit + 2 automations built
The sweet spot for first-time automation projects.
~12 weeks · full transformation
For businesses ready to overhaul how work gets done.
Already a coaching member? 10% off any engagement. Need something custom? Tell us what you're trying to fix.
We'll always tell you the simplest, most affordable option that does the job. You buy direct — we never resell licenses or collect referral fees.