01 — The problem
Most AI advice isn’t written for a business your size.
Plenty gets written about AI. What an owner needs to know is more practical: where to start, how to set it up so it still works a year from now, how to get your staff to use it, and whether it will earn back what it costs.
In the meantime, you’re already paying for the repetitive work. Someone on your payroll is retyping documents, matching invoices line by line, or answering the same questions on the phone every morning. It doesn’t get its own line on the books, so it’s easy to leave alone. We start by finding out what it costs you.
02 — Where the hours go
The work we look at first
Eight kinds of repetitive work that often get done by hand. The assessment checks each one against how your business runs.
03 — How it works
We start with an assessment. After that, you decide whether we build the automations and run them for you.
01
Assess
We look at how work moves through your business, count the hours the repetitive parts take, and tell you which processes are good candidates for AI and automation and which aren’t. It takes two to three weeks.
02
Build, if you want
If you decide to go ahead, we build what the plan calls for. You get a fixed price for each automation, and you approve it before we start. We don’t bill by the hour.
03
Run and maintain
Once it’s live, we run and maintain it for a monthly subscription. We watch for the cases it can’t handle, fix problems when they come up, and change it as your business changes.
04 — What you get
What you get from the assessment
Two to three weeks after we start, you get a written plan that’s yours to keep. You can take it to any developer or have us build it.
The assessment costs $2,500. If you have us build some automations within 90 days, the full $2,500 goes toward the build and maintenance subscription.
Prioritized roadmap
For illustration, not a real client.
SAMPLE
01
Invoice matching
FIX FIRST
~11 h/wk
02
Incoming documents
~8 h/wk
03
Renewal follow-up
~5 h/wk
04
Month-end reports
~3 h/wk
—
Credit approval check — keep manual
An overview of your processes
A high-level description of how each process runs today, and where it breaks down or relies on heavy manual work.
The hours and what they cost
How much time each repetitive process takes, priced at what you pay the people doing it.
The sales you may be missing
Missed calls, slow replies to messages and quote requests, leads nobody followed up on, and a rough estimate of what they’re costing you in sales.
Three to five quick wins
Small, inexpensive changes worth making first, so you see progress early.
A plan in priority order
What to automate and in what order, with an estimate of what each one would save or bring in compared to what it costs.
What to leave alone
Some work that looks like waste is really the check that catches a costly mistake. We’ll tell you which parts those are.
Not sure the assessment is right for you? That’s what the first call is for.
05 — How we build
Automation handles the repetitive work. Your people still make the decisions.
If the goal is fewer people, we’ll say so.
Some owners want automation to cut payroll. That’s a legitimate decision, and it’s yours to make. If that’s the plan, we’ll say so plainly, to you and to the staff it affects, and we won’t dress it up as something else. We’d rather have that conversation early than leave you defending a promise that nobody’s job will change.
06 — Keeping it running
Where your automation runs and how we look after it
Every automation we build follows the same written checklist and runs on cloud servers we manage.
Always available, in the cloud
It runs on a managed cloud platform, so it keeps running around the clock, even when every computer in your office is off.
We get an alert when something fails
If a run fails, our team receives a message and fixes it.
There’s a record of what it did
Every action is logged with the date and the result, so if a client or someone on your staff asks what happened, we can check.
Your data is kept separate
Your data is stored apart from every other client’s, and it’s encrypted.