How It Works
From audit to autopilot in weeks.
A three-phase process built for teams that need results, not slide decks.
Audit
Week 1We map every process, tool, and bottleneck in your operations.
The audit starts with a 60-minute call where we walk through your day-to-day ops: who does what, in which tool, and where the friction lives. We follow up with async interviews of your team, screen recordings of key workflows, and a review of your existing tool stack and data schemas.
Deliverables
- Complete process map — every workflow, tool, and handoff
- Bottleneck report — ranked by time cost and error rate
- Automation opportunity matrix — quick wins vs. long-term plays
- Rough ROI estimate for each opportunity
Architect
Week 2We design a tailored automation blueprint with measurable ROI targets.
With the audit in hand, we architect a phased blueprint: what gets built, in what order, using which tools, integrating with what. Every phase has a defined success metric — hours saved, revenue lifted, error rate reduced — and we align on those numbers with your team before writing a single line of code.
Deliverables
- System architecture diagram with all data flows
- Integration and tooling recommendations with cost breakdown
- Phased roadmap with delivery dates
- Written ROI targets and success metrics per phase
- Fixed-fee project quote — no scope creep, no surprises
Activate
Weeks 3–6+We build, deploy, and continuously optimize your live systems.
We build in weekly increments with staged rollouts — new workflows go live to a small cohort first, we monitor, we tune, and then we scale. Every deploy ships with logging, alerting, and a runbook so your team knows exactly what's happening. After go-live, we stay embedded for 30 days of optimization, and most clients move onto a monthly retainer for continuous improvement.
Deliverables
- Production-ready systems, fully tested and monitored
- Documentation and runbooks for your team
- 30 days of post-launch optimization included
- Optional monthly retainer for new builds and monitoring
Common Questions
