Working With Us: Step by Step
From the first chat to launch (and beyond).
Every phase protects your team's time, keeps decisions transparent, and makes sure you always know what's
happening next.
1. Let's Talk
We begin with a relaxed conversation. You show how work happens today, where it drags, and what "better"
would feel like. We ask simple questions to surface the tasks most ready for automation (and note where
AI might help) while confirming the ROI before we suggest anything.
- No prep required, just an honest walkthrough.
- We leave with a shared understanding of your priorities.
2. Map the Opportunity
We roll up our sleeves with your operators to document the workflow. Together we spot the manual steps,
the copy-paste moments, and the approvals slowing everything down, then flag where automation takes
over—and where AI adds extra context—while we stay on the hook for the outcome.
- Plain-language summary of what's happening and why it matters.
- Clear view into the potential savings in hours and dollars.
3. Build the Plan
We outline a flexible plan matched to your goals, team capacity, and appetite for change. No buzzwords
or filler—just the smartest blend of process tweaks, automations, and AI accents, packaged with
value-based pricing so the ROI is guaranteed on paper.
- Side-by-side options so you can pick the right level of investment.
- Visibility into effort, timeline, and dependencies.
4. Make It Real
Once aligned, we build quickly and collaboratively. You get regular previews, async updates, and a clear
view of progress so nothing feels like a black box—and we keep operating each automation (and its AI
components) once it launches.
- Fast iterations with your subject matter experts in the loop.
- Deliverables designed around the tools your team already uses.
5. Launch, Learn, Support
We handle rollout, training, and monitoring. After launch we stay close, patching gaps, optimizing the
automations and any AI layers, and helping your team get full value from the work as your managed
automation team. Want to see what iteration looks like in
the wild?
Browse recent automation recaps.
- Post-launch office hours and instrumentation.
- Optional ongoing support so improvements keep compounding.
Ready to co-design your AI copilot?
The next step is simple: book a working session and show us where manual work is slowing the business.
We'll walk the workflow live, map the opportunity, and point you straight to the best automation win—
complete with value-based pricing and a managed service (AI included) so you never babysit the tech.
Fill Out the Contact Form