The four steps

From first conversation
to partnership.

01
Free

Discovery call

We start by listening. In a 30-minute call, we learn how your business operates today: where time is lost, where errors happen, and what you'd most like to change. There's no sales pitch and no obligation.

  • We review your submission in advance so the call is focused and efficient
  • You walk away with a clear sense of whether automation is the right move
  • We walk away with enough context to scope a meaningful audit
Consultant in a discovery conversation with a client
02
Paid engagement

Workflow audit

We go deeper. Over the course of a week, we map your current operations in detail, identify your highest-impact automation opportunities, and deliver a written roadmap with honest effort estimates and clear priorities.

  • A full map of the workflows involved and where the friction lives
  • An honest estimate of what each would cost and how long it would take
  • A recommendation on where to start, and what to leave for later
03
Project delivery

Build and deliver

We build exactly what's on the roadmap, nothing more and nothing less. You see progress at regular intervals, not just at the end. Delivery includes full documentation and a walkthrough so your team understands what was built and why.

  • Regular progress check-ins so there are no surprises at delivery
  • You review and approve before anything goes live
  • Full documentation of every system we build
  • A walkthrough session so your team can operate it confidently
Consultant reviewing a delivered system with a client
04
Ongoing

Ongoing partnership

After delivery, we don't leave. We offer an ongoing partnership: a monthly arrangement that keeps us close to your business — maintaining the systems we built, handling small requests, and staying ready whenever you need us.

  • Direct line of contact, with no ticket system or account manager in the way
  • Monthly system health checks and proactive maintenance
  • We already know your business, so the next project starts on day one, not week four