The workhorse offer. We start by understanding your real workflows, not a one-size-fits-all demo, then build three to four core custom automations around them and train your team so they actually get used. You end up with working systems and a document that explains them.
This is where most of the value lives. Instead of a strategy deck, you get automations built into the tools you already use, handling the tasks that repeat: quoting and follow-up, lead routing, scheduling, document generation, expense and paperwork capture, and content that used to need a full marketing person.
We start with your Month 1 audit to understand exactly how your business runs, scope the automations around that, not a generic template, build and test them against your actual work, then train the team and document every system. Through the rollout you get a standing weekly working session with the team we are focused on, where the building and training happen, plus a monthly leadership review on what is live, the numbers, and what is next. The first automations are usually running within a few weeks, the core set is built across the first four months, and support and new automation continue from there, so you feel the hours come back quickly.
After the four-month minimum, the engagement continues month to month at $300 to $3,000: we keep the systems maintained, keep adding new automations as you find them, and you set the meeting pace. Most teams move to a lighter cadence, and your weekly session becomes something you can book whenever you need it. We stay available either way.
Most AI Operations Setups are built and running within a few weeks of scoping, so you see hours saved fast rather than waiting on a long project.
Common ones are quoting and follow-up, lead routing, scheduling, document and proposal generation, expense and paperwork capture, and content systems. We build what your audit ranks highest.
You own the systems and the documentation. The engagement continues month to month: we keep the systems tuned, support your team, and keep adding new automations as you grow. You set the meeting pace, moving to a lighter cadence with us available to book whenever you need us. Cancel anytime with 30 days notice.
Book a free 30-minute discovery call. No pitch. Tell me where the hours are going and I'll tell you where AI actually pays off.
