Rule 1
What the AI may do on its own
Usually: draft, prepare, organize, answer routine questions from your policies, send messages you've pre-approved the wording of.
How it works
Map it. Build it. Run it.
No six-month roadmap. No "transformation." We pick one job that costs you money every week, get AI doing it properly, and keep it running. Here's what actually happens, week by week.
Step 1 · One week · $2,500
We map how the job runs today — and where the money leaks.
We sit with you and the people who actually do the work. We write down every step, every handoff, every "then I text Maria." Then we mark the two or three spots where AI will save the most hours or win the most revenue.
Day 1–2
Discovery
A working session with you, then short conversations with whoever touches the process. We look at your tools, your emails, your spreadsheets — as they are.
You getA clear picture of the process as it really runs, not as the org chart says.
Day 3–5
The Map
We draw the process on one page, score each step for time, cost and risk, and rank what to automate first.
You getA one-page map, a ranked list of opportunities, and a recommended first build with a fixed price.
The Map is yours to keep. If you go ahead with a Build within 30 days, the full $2,500 comes off the price.
Step 2 · 2–4 weeks · from $9,500
We build it, connect it to your tools, and teach it your rules.
This is where most AI projects die: the demo works, but it never connects to the real CRM, the real inbox, the real calendar. We do that part. Then we set the rules in writing — what the AI may do on its own, what needs a person's OK, and who that person is.
Week 1
Connect and capture
We wire into the two to four tools you already use and capture your know-how — price lists, policies, the answers your best person gives — so the AI works from your rules, not generic ones.
You getA working connection to your systems and a "business memory" the AI draws on.
Week 2–3
Build and test
We build three to five specific skills — drafting the quote, chasing the follow-up, sorting the ticket — and test them on real examples with your team watching.
You getSkills you've seen work on your own cases before anything goes live.
Week 3–4
Go live and train
We turn on one scheduled job that runs on its own, hand you a plain-English runbook, and train your team in under an hour.
You getA live system, a runbook, and a team that knows how to use it.
Step 3 · Monthly · from $3,500
We run it, watch it, and add the next job every month.
Software drifts. Tools update. Your business changes. Somebody has to keep the system honest — and it shouldn't be you. On a Managed plan we monitor every action the AI takes, fix what drifts, and ship one new skill each month.
- Daily monitoring of everything the AI did, with anything odd flagged to a person
- One new skill added every month, from the list we ranked in your Map
- New tools connected as you add them
- A monthly report in plain English: hours saved, work completed, what needed a human
- Priority support from the people who built it
How you stay in charge
Three rules we agree on before anything goes live.
Written down, in plain language, before the Build. They're the reason our clients trust the system with real customers and real money.
Rule 2
What must go to a person first
Usually: anything with money attached, any promise to a customer, anything the AI isn't sure about. It prepares the work; a named person clicks approve.
Rule 3
Who can see what happened
Every action is logged in a record you can read. When you ask "why did that quote go out at that price?", the answer is one click away.
Start here
Tell us about the job. We'll tell you what it would take.
A free 30-minute call with a person. If a Map makes sense, we'll say so. If it doesn't, we'll tell you that too.