From bottleneck to working workflow.

A fixed path from the first audit call to handover, with scope, ownership, and documentation clear before build work starts.

The engagement follows six stages.

We start by finding the work that is consuming time. Then we build the highest-impact workflow and hand it over inside your own stack.

  1. 01 / DISCOVERY

    Discovery Call

    We talk through where manual work is piling up and decide whether automation is the right fix.

    Output

    A clear read on the bottleneck, the likely workflow target, and the next step.

  2. 02 / ONBOARDING

    Onboarding Call

    We confirm your tools, stakeholders, access needs, and the workflows your team touches every week.

    Output

    An access checklist, audit plan, and the operating context needed to inspect the stack.

  3. 03 / OPS AUDIT

    Ops Audit

    We map your workflow stack, identify the top automation opportunities, and estimate the hours each can return.

    Output

    A written audit document with ranked recommendations.

  4. 04 / START WORKFLOW

    Start Workflow

    We choose the first workflow, lock the scope, and define the triggers, handoffs, branches, and failure states.

    Output

    A build spec your team can review before implementation starts.

  5. 05 / BUILD

    Build

    We build, test, document, and launch the workflow inside your own accounts.

    Output

    A live workflow, architecture map, Loom walkthrough, and written SOP.

  6. 06 / RETAINER

    Retainer

    We maintain what is live, iterate as your team changes, and add new workflows on a rolling basis.

    Output

    Ongoing builds and maintenance, cancel anytime with 30 days' notice.

What the process looks like.

Short, scoped, and designed so your team understands what is being built before it goes live.

  1. 01

    Book a free 30-minute ops audit call.

  2. 02

    We map your current workflow stack and identify the highest-impact automation opportunities.

  3. 03

    You receive a written audit document with our recommendations.

  4. 04

    We scope and build your first workflow on a fixed scope and fixed timeline.

  5. 05

    We hand everything over: working workflow, documentation, and full walkthrough.

  6. 06

    Optional: continue on a monthly retainer for ongoing builds and maintenance.

Book a free 30-minute ops audit call.

We will map your biggest ops bottleneck and tell you honestly whether automation is the right fix.

Book a free ops audit call