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The Process

From First Call to Fully Automated

A transparent, step-by-step engagement model. Every phase has a fixed scope, defined deliverable, and clear timeline.

Free first stepFixed-price buildsYou own the code6–8 weeks to live
1

Free Workflow Review

30 minutesNo commitment

We start with a free 30-minute Zoom walkthrough of your current operations. You walk us through where your team spends the most time. We listen, ask focused questions, and identify 2–3 automation opportunities on the spot.

Deliverable: Verbal summary of top automation opportunities
2

AI Operations Audit

2 weeks$2,500 – $5,000

A deep diagnostic engagement. We shadow your team's workflows (async, no disruption), map every manual process, and produce a full automation roadmap. Each opportunity is ranked by estimated ROI, effort, and risk.

Deliverable: Written automation roadmap + 60-min presentation
3

Proposal & Scope Agreement

3–5 daysFixed price, no surprises

Based on the audit, we scope the first automation build. You receive a fixed-price proposal with exact deliverables, timeline, and success criteria. We agree in writing before a single line of code is written.

Deliverable: Signed fixed-scope proposal with payment schedule
4

Build & Iterate

2–4 weeksWeekly demo updates

We build your custom automation system. You get a working demo at the end of each week — no black box development. You can provide feedback, request adjustments, and track progress at every stage. Two revision rounds are included.

Deliverable: Production-ready automation system, tested on your data
5

Deployment & Training

2–3 daysOn your infrastructure

We deploy to your chosen infrastructure (cloud or on-premises), run a live training session with your team, and hand over full documentation — written for non-technical operators. You receive complete source code on day one.

Deliverable: Live deployment + team training + full docs + source code
6

30-Day Support Window

30 daysIncluded in every build

Every build includes a 30-day post-launch support window at no extra cost. We fix bugs, tune performance, and make minor adjustments as your team gets up to speed. Support requests are responded to within 24 hours.

Deliverable: Bug fixes, minor adjustments, performance tuning
7

Managed Automation

Optional
Ongoing$750 – $2,000/mo · Optional

After the support window, you can move to our managed plan. We monitor your systems, migrate AI models as they improve, build new automations as your firm grows, and provide priority support with a 4-hour response SLA.

Deliverable: Continuous improvement, model updates, priority support

Average time from first call to deployed automation:

6–8 weeks

For single-workflow automations. Multi-system integrations may take 10–12 weeks.

Our Commitments

What you can always hold us to

Every engagement, regardless of tier, comes with these guarantees in writing.

Fixed price agreed in writing before work starts
Weekly working demos — no black box development
Full source code transferred on deployment day
Documentation written for non-technical operators
30-day post-launch support included in every build
You can cancel the managed plan any time

Have questions about the process?

See our FAQ for answers to the most common concerns.

View FAQ

Start with Step 1.

Book your free 30-minute workflow review.

Book Your Free Workflow Review

No commitment required. No sales pitch. Just a workflow analysis.

Ready to Automate?

Stop losing billable hours
to manual work.

Book a free 30-minute workflow review.

No commitment. No sales pitch. Just a workflow analysis.

Book a Free Workflow Review
No credit card required30 minutes, no prep neededYou own everything we build