What we offer and how it works.
One agreed workflow review. Optional implementation support. Every engagement is scoped and priced before work begins.
Workflow review
A focused diagnostic of one agreed operational workflow. We identify where time is being lost, what can be improved, which tools may help, and what to implement first. It is for businesses that know admin work is taking too much time and want a clear starting point.
Delivered within 5 business days.
Schedule a Fit CallWhat's Included
Support beyond the report.
Guided implementation
$3,000 to $7,500 / month
For clients who complete the review and want help turning the roadmap into action. Includes tool setup guidance, workflow redesign support, SOP recommendations, team enablement, and weekly prioritization.
Full implementation oversight
Starting at $10,000
For businesses that need managed execution. May include vendor coordination, rollout oversight, SOP creation, workflow implementation support, and team adoption planning. Scoped via statement of work.
Ongoing optimization advisory
$1,500 to $4,500 / month
For businesses that want continued workflow, AI, and tool improvement after the initial review or implementation. Retainer includes advisory cadence, not unlimited execution.
Calm, practical recommendations your team can actually use.
The review is designed for businesses that are curious about AI but skeptical of hype. Recommendations are based on your current workflow, current tools, team capacity, and implementation effort.
If a simpler template or process change will solve the problem, we will recommend that before adding another tool.
See how the review works
Industry-specific guidance available.
The review process is the same across industries, but the common time leaks and recommended tools vary by business type.