From discovery to ongoing optimization
Three service tiers that take you from identifying automation opportunities to running a fully optimized, AI-powered operation.
Discovery Audit
$1,500\u2013$3,000
Every engagement starts with a deep understanding of your current operations. We don't guess \u2014 we measure. Our audit surfaces exactly where your team's time is going and which automations will deliver the fastest, highest return.
You get a data-backed roadmap, not generic advice. The audit pays for itself by identifying automation opportunities that, once implemented, can recover significant staff time and reduce operational costs — often within the first few months.
Buy Discovery AuditDiscovery call
We hop on a 30-minute call to understand your team, tools, and pain points. You tell us what's eating your team's time.
Process mapping
We shadow your workflows, document current processes, and measure time spent on each repetitive task.
Opportunity scoring
Every workflow gets scored by automation potential, implementation effort, and expected time savings.
Roadmap delivery
You receive a prioritized implementation roadmap with clear ROI estimates for each opportunity.
Architecture design
We design the automation architecture — which systems connect, where AI agents fit, and how data flows between them.
Build & integrate
We build the workflows, connect APIs, embed LLMs, and develop custom integrations. Everything is tested in a staging environment first.
Deploy & document
We deploy to production, document every workflow, and create runbooks so your team understands how it works.
Train & handover
We train your team on using and maintaining the automations, then hand over the keys with full support.
Implementation Projects
$5K\u2013$25K
Once we've identified the opportunities, we build. Our implementation projects turn the roadmap into working automations \u2014 connecting your tools, embedding AI, and delivering measurable time savings.
Projects typically run 2\u20138 weeks depending on scope. You get fully tested, documented, and deployed automations that your team can use from day one.
- Custom workflow engineering
- CRM, email, Slack, and API integrations
- LLM-powered data extraction & routing
- Testing, deployment & documentation
- Staff training & handover
Monthly Retainers
$1K\u2013$5K /mo
Automation isn't a set-and-forget project. Your business changes, tools update, and new opportunities emerge. Our retainers keep your automations running smoothly and your team getting maximum value.
Prompt refinement
As your business changes, LLM prompts need tuning. We continuously refine prompts for accuracy, tone, and relevance.
Staff training
New hires and existing team members get ongoing training to maximize adoption of your automation systems.
Performance monitoring
We monitor workflow execution, error rates, and throughput. Alerts are set up so issues are caught before they impact your team.
Quarterly reviews
Every quarter we review your automations, identify new opportunities, and optimize existing workflows for better performance.
Frequently asked questions
How long does a Discovery Audit take?
A typical audit takes within 1–2 weeks, depending on the complexity of your operations and the number of workflows we map.
What if we don't have a clear idea of what to automate?
That's exactly what the Discovery Audit is for. We identify the highest-ROI opportunities you might not have considered. Business owners are often surprised by what can be automated.
Do I need technical staff to work with you?
Not at all. We handle all the technical work — building workflows, connecting APIs, embedding AI. Your team just needs to describe their current processes.
What tools and platforms do you integrate with?
We work with CRMs (HubSpot, Salesforce), email (Gmail, Outlook), Slack, project management tools (Asana, Trello), accounting software (Xero, QuickBooks), and any REST API.
Can we pause or cancel the retainer?
Yes. Our retainers are month-to-month with no long-term contract. You can pause or cancel at any time with 14 days' notice.
How do you measure success?
We track hours of manual work eliminated, error reduction, task completion speed, and team satisfaction scores. You'll see clear metrics as soon as your automations go live.
Not sure which service fits?
Book a free discovery call. We'll listen to your challenges and recommend the right path \u2014 no commitment, no pressure.