Phase 1
Audit
map and prioritize
Process
Audit. Blueprint. Build. Evolve.
The engagement model, week by week, with deliverables and ownership defined at each step.
FIG. 01 — process · execution lifecycle
Execution lifecycle
Audit to handover path with ownership and control points.
Process control map
Execution visibility by phase
- phase-by-phase deliverable checkpoints
- owner assignment and approval path clarity
- rollback and go-live criteria defined up front
Phase 2
Blueprint
scope and controls
Phase 3
Build
ship to production
Phase 4
Evolve
monitor and patch
01
WEEKS 1–2
Audit
We find where the hours go
We map workflows, inventory systems, and rank automation candidates by operational payoff.
- Process inventory: every recurring task, who does it, how long it takes
- Prioritized roadmap: each candidate automation ranked by payback
- ROI math per item — the shape is “10 hrs/wk × $40/hr × 52 = $20,800/yr recovered”
- Fixed written quote for the first build
$950 fixed, credited to a qualifying build. If economics do not work, you keep the roadmap.
02
WEEKS 2–3
Blueprint
We design it on paper first
Before build, system flows, handoffs, and success criteria are documented and approved.
- Architecture diagram of the full automation — you keep it
- Data-flow spec: every field, every system, every trigger
- Success metrics in writing: hours saved, response time, error rate
- Tool-bill forecast: the $40–$180/mo you’ll actually pay after handover
03
WEEKS 3–6
Build
First automation live in 30 days
Build runs on your infrastructure with retries, alerting, and production validation against real data.
- The working automation, live and processing real data
- Error handling and alerting wired to your Slack — it fails loudly, never silently
- Documentation plus a Loom walkthrough of every step
- Handover session: your team can read, run, and modify what we built
04
ONGOING · OPTIONAL
Evolve
We watch what we ship
Post-launch operations cover monitoring, patching, and roadmap iteration as systems and volumes change.
- Monitoring and alerting on every shipped automation
- Fixes and API-change patches — no surprise invoices
- Monthly report: runs completed, hours saved, failures caught
- Quarterly roadmap review: what to automate next, and what not to
From $500/mo, cancel anytime. All delivered assets remain yours.
Guarantee
The 30-day guarantee, in plain terms
- The promise: your first automation is live in production within 30 days of build kickoff.
- “Live” means processing real data in your systems — not a demo on ours.
- If delivery delay is on us, that build is not billed.
- What we need from you: system access in week 1, and feedback within 2 business days of each review.
- The clock starts at build kickoff — after Blueprint sign-off — not at the first hello.
Honesty
What automation cannot fix
Automation improves execution. It does not replace ownership, strategy, or missing inputs.
A process nobody follows
If execution differs by person, automation amplifies inconsistency. Standardize first.
A sales or product problem
Faster follow-up does not fix weak demand or offer-market misfit.
Decisions that need human judgment
Pricing exceptions and high-impact approvals remain human; automation handles prep and routing.
Data you don’t collect
Reliable automation needs reliable source data. If data is missing, instrumentation comes first.
Evolve
The care plan: we monitor what we ship
Includes monitoring, incident response, and patching for shipped automations.
Quarterly review keeps roadmap decisions tied to production data.
From $500/mo · cancel anytime · everything keeps running without us
Start where every build starts
Audit is 1–2 weeks and produces scope, economics, and rollout order.