Your accounts, your keys
Every login, workflow and data store sits in accounts your company owns. I never hold access you can't reach.
Work with us
Start small. Pay for proof before you pay for a build.
If you have been sold software nobody ended up using, this works the other way around: a short call, a fixed-price audit, then a graded pilot. You decide at every step.
The path
20-minute call
Free
We talk through one workflow and whether it's worth auditing. If it isn't, I'll say so.
AI Workflow Audit
$2,500, one week
Every workflow scored by monthly impact, ranked and priced. One fix you can use right away.
Two-week pilot
Quoted in the audit
The top fix put to work on real tasks and graded against a pass line agreed in writing.
Build and support
Scoped after the pilot
Optional. What worked gets built out and kept running.
What you paid is credited toward a pilot or build you sign within 30 days of the wrap-up call.
Good fit
Who this is for.
- About $2M to $50M in revenue, or more than one location.
- No in-house tech team. The owner or a COO decides.
- Lead-, document- and schedule-heavy service work: home services and trades, field service, auto service, professional services.
- A CRM, a pile of shared files, and processes that run on people remembering.
- You want someone outside the business to find the problem and then actually build the fix.
What gets built
The fixes owners ask for most.
Which one comes first depends on what the audit finds.
- Speed to lead. Every new inquiry gets a first reply, a call task and an alert within minutes.
- Follow-up that runs itself. Quotes and callbacks move on a schedule, and stop when someone replies.
- Answers from your own records. An assistant your team asks in plain English that answers from company files and links the source.
- One page of numbers. Leads, replies, jobs and pipeline every Monday, with what changed.
- Job and deal desk. Who owes what and by when, pulled from email, chat and CRM notes.
- Invoice follow-up. Past-due reminders go out on a schedule, and the owner hears only when a person needs to step in.
- Inbox routing. Inbound email sorted and sent to the right person, urgent items flagged, a reply already drafted.
How a fix ships
Most AI projects fail for boring reasons. So each fix ships the same careful way.
The wrong problem, too much at once, no owner, no fallback, no measurement. The order below closes each gap.
Audit first
Know which fix is worth the most before anything gets built.
One fix at a time
Start with the top item, not five at once.
Success written down
Agree what good looks like, in numbers, before launch.
A named owner
Someone on your team owns it day to day.
A fallback
If it breaks, work keeps moving the old way.
Measure, then the next one
Watch it for 30 days, then move down the list.
Built so you can leave
You own everything. On purpose.
No black-box glue
No proprietary layer between you and your tools, so nothing locks you in.
Built to hand off
If another good builder couldn't take it over in a week, I built the wrong thing.
See the work
Samples, not promises.
Twenty minutes to see if the audit fits.
Tell me which workflow eats the most of your team's week. I'll tell you honestly whether an audit is worth it.