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Assessment / How we work

The invoice chase never ends.

We help owners claw back hours from the recurring work they hate most: the quote retyped three times, the Sunday-night paperwork, the spreadsheet nobody trusts. We audit how you run things, map what to fix and what to automate, and hand you a roadmap you keep whether you hire us again or not.

When you need a cinematic site or a 24/7 receptionist, we build those too. Automation and done-with-you implementation are how we lead.

Step 1

Free 15-minute call.

No pitch, no obligation: tell us the process you hate most. We listen, ask a few sharp questions, and decide together whether a deeper look is worth your time. If it is not, we say so and you owe nothing.

Step 2

The deep assessment.

The 45-minute deep assessment is $999. You walk us through your most tedious recurring process, step by step, on your screen if that helps. We come back with a roadmap: what to fix, what to automate, whether that is a custom build or an existing AI tool, in hours-and-dollars terms you can sanity-check against your own math.

Trust element

The roadmap is yours to keep either way. We review it together, then it is yours, whether or not you ever hire us again. No hostage document, no pressure to sign before you can use what we mapped.

Step 3

AI Concierge retainer.

Optional. We implement the roadmap one workflow at a time: two 45-minute working calls a month plus Voxer access between calls. One workflow per call. We build with you as Claude Skills on your accounts so your team owns the tools and actually uses them.

Audit: first, we look

We watch the current process step by step on your screen. The version in your head and the version your hands run are often two different processes. Finding that gap is the highest-value twenty minutes of the month.

Optimize: then, we fix

We remove waste before we add AI: steps that only exist because of an old limitation, workarounds that became tradition. Sometimes the best fix is deleting a step entirely.

Automate: last, on purpose

Only after the process is clean do we automate what is left. The automation does real work instead of faithfully reproducing your old mess at high speed.

Scope guardrails

  • No free implementation tucked into assessment calls
  • No unlimited calls: two working sessions a month, one workflow each
  • One standardized tech stack so what we build stays maintainable
Start here

Name the process.

Call the line, open the site chat, or send the form below. Tell us the recurring work you would pay to never do again.