How we work

We find expensive, repetitive work inside your business and eliminate it using AI, automation and better processes. Every engagement is sized to what we actually find, so we talk it through with you first.

Let's talk before we talk money

A 30–45 minute complimentary consultation costs you nothing and usually surfaces three areas worth investigating. Once we've spoken and know your situation, we share what each step costs — so you're looking at real numbers for your business, not a price list.

STEP 1

Start with a conversation

A short, complimentary call about how work actually flows through your business. No slides, no pitch deck.

AI & Operations Discovery

A 30–45 minute conversation about where your time and money go

Free

  • How your business gets and keeps customers
  • Where your people actually spend their hours
  • The repetitive work nobody enjoys
  • Three areas worth investigating further
STEP 2

Find the expensive, repetitive work

A half day on site, then a report you own: what to fix, in what order, and what it's worth. Take it anywhere — including somewhere else.

AI & Operations Opportunity Assessment

A half day on site, then a report you own

Sized on your complimentary consultation

  • Workflow map of your most important operations
  • 10–20 identified automation and AI opportunities
  • Top 5 ranked by impact, cost, effort and risk
  • Estimated hours and dollars you could save
  • Recommended tools and integrations
  • 90-day implementation roadmap
  • Security and privacy considerations
  • 60-minute findings presentation with your leadership

Enterprise Assessment

Multiple departments or locations — quoted

Sized on your complimentary consultation

  • Everything in the standard assessment
  • Multiple departments or sites covered
  • Interviews across teams and shifts
  • Consolidated roadmap and ROI by location
STEP 3

Fix one thing, for a fixed price

Pick a defined outcome. Scope and a firm fixed price are agreed in writing before anything starts.

Never Miss a Lead

Every inquiry answered, logged, assigned and followed up

Sized on your complimentary consultation

  • Website, email and form inquiries captured automatically
  • Immediate acknowledgement to the customer
  • Entered into your CRM and assigned to a person
  • Automatic follow-up until someone responds

AI Inbox & Office Assistant

Email sorted, drafted, summarized and routed

Sized on your complimentary consultation

  • Incoming mail sorted and important requests flagged
  • Draft responses ready for review
  • Action items extracted, long threads summarized
  • Messages routed to the right employee

Customer Follow-Up Engine

Nothing falls through the cracks after the first contact

Sized on your complimentary consultation

  • Estimates and proposals followed up automatically
  • Appointment reminders and no-show recovery
  • Past-customer and reactivation touches
  • Review requests at the right moment

Document & Knowledge Assistant

Your procedures become something employees can just ask

Sized on your complimentary consultation

  • Procedures, manuals, policies and FAQs indexed
  • Plain-language answers with the source document
  • Fewer interruptions for whoever knows everything
  • New-hire ramp-up without shadowing for weeks

Meeting-to-Action Automation

Meetings turn into decisions and tasks, not notebooks

Sized on your complimentary consultation

  • Transcripts and summaries after every meeting
  • Decisions and owners captured
  • Action items pushed into your task system
  • Searchable history of what was agreed

Paperwork & Data Entry Automation

Stop retyping what you already received

Sized on your complimentary consultation

  • Data pulled from PDFs, forms, invoices and spreadsheets
  • Written into the systems your team uses today
  • Exceptions flagged for a human instead of silent errors
  • Hours of typing removed every week
STEP 4

Fix two or three things in 30 days

Redesign, build, test, train, document, support. The usual next step after an assessment.

30-Day AI Business Automation Sprint

Two to three high-value workflows fixed in 30 days

Sized on your complimentary consultation

  • Process redesign before any tooling
  • Configuration, integration and AI automation built
  • Tested against real work, not a demo
  • Employee training and written documentation
  • 30 days of post-launch support
STEP 5

Keep improving every month

Your fractional AI and automation department — roadmap, vendors, builds, and employee questions.

Fractional AI Partner — AI Advisor

A senior engineering leader on call each month

Sized on your complimentary consultation

  • Advisory hours whenever questions come up
  • Monthly optimization meeting
  • Tool recommendations before you buy
  • Monitoring of the automations already running

Fractional AI Partner — Automation Partner

One meaningful improvement shipped every month

Sized on your complimentary consultation

  • Everything in AI Advisor
  • Continuous improvement of existing automations
  • One new automation or improvement each month
  • Priority response when something breaks

Fractional AI Partner — Fractional AI Leader

Your AI and automation department, without the headcount

Sized on your complimentary consultation

  • Roadmap ownership and prioritization
  • Vendor selection and management
  • Hands-on implementation work
  • Employee enablement and governance

What is that repetitive work costing you?

Pick one process people repeat every week — entering leads, retyping invoices, chasing documents, building the Monday report.

Annual cost of this work
$26,250
Hours back per week (~70% automated)
10.5 hrs
Estimated annual savings
$18,375
Payback on a typical project
~3.3 months

Rough math, deliberately conservative — we sometimes recommend fixing a process or a software setting instead of adding AI at all. Get your real numbers in a quote.

Something not on this list?

Plenty of work is custom. Tell us what's eating your team's week and we'll come back with a plan, the payback math, and a firm price.