How we work

The whole engagement, end to end.

Three phases, in order. Each one ends with something you can act on, and each one is optional after the last. You can stop after the audit. Most clients do not, because the plan pays for itself.

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01 Audit Find where AI pays off.
2 to 3 weeks · fixed fee

A structured look at how your business operates, ending in a prioritized plan with real ROI numbers behind it. Not a slide deck about the future of AI, not a pitch for someone else's software.

What happens
Discovery
Structured interviews plus a look at your tools and workflows. A light lift on your team.
Analysis
We map every opportunity against impact, effort, and ROI, and rank what to do first.
Readout
You get the deck, the prioritized plan, and a fixed quote to build it.
What you get
Executive readout and presentation deck
A prioritized AI opportunity map, ranked by impact and effort
An ROI estimate for each opportunity, in hours and dollars
A broader operational gap analysis, not limited to AI
Current-state workflow maps showing exactly where AI fits
An implementation plan and fixed quote, built for your firm
Fixed fee, fixed scope, no commitment. You know exactly what the audit costs before we start.
02 Implementation Build, train, support.
scoped to your plan

From a prioritized plan to working systems your team actually uses. No handoff to a third party — the people who scope your plan are the ones who build it, in phased waves, highest return first.

What happens
Build
Workflow automations, AI agents over your tools, custom integrations, automated reporting.
Train
We train your teams on every build, so the work gets used and adopted, not shelved.
Support
We stay on after launch to support and tune the systems while your team settles in.
What you get
Working systems deployed in your stack, not a prototype
Documentation and runbooks for every build
Hands-on training and enablement for your team
A dedicated support window after go-live
Performance tracked against the audit's ROI targets
We quote after the audit, never a guess up front. You choose what to build, in any order.
03 Partnership Stay ahead, every month.
ongoing · monthly planning

A monthly partnership. We stay in the loop as your business evolves, flag what is newly worth doing, and keep you current as AI moves.

Monthly retainer, scoped to you. Scales with scope and services.
What you get
Monthly check-in
What is working, what is next.
What is newly possible
New capabilities as AI moves.
Priority build queue
Your requests jump the line.

Find out where AI pays off in your business.

Start with the audit. Fixed fee, fixed scope, no long commitment. The lowest-risk way to find out where AI is worth real money.

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