Partners in AutomationWorkflow & IT automation
Services

Clear scope. Written quotes. You own the result.

Every engagement is a fixed fee for a written scope. We quote after a free 30-minute call, once we know your tools and your process, so the number reflects your work rather than a guess. Software subscriptions are paid by you directly to the vendor, with no markup.

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Assessments

Not sure where to begin? Get a ranked, costed plan before committing to a build.

Workflow Proof of Concept

For owner-led teams that suspect they lose time to manual work, and want to see it working before committing.

  • Up to three of your people describe their week in a short survey and a 30-minute review
  • A written findings summary across your team, in their words, including what should never be automated
  • One working automation built as a proof of concept, with sample data
  • A prioritized roadmap and a 45-minute demo with whoever holds the budget
  • The full fee credited against a build if you proceed within 30 days
2 weeksFixed fee, paid up front

AI Readiness & Workflow Assessment

For teams already using AI tools informally, or handling client-confidential information.

  • Inventory of the AI tools in use, and a risk review of each
  • A simple data-classification guide for staff
  • Draft one-page AI Acceptable Use Policy
  • 3–5 recommended AI uses, each with human-review points, plus a recorded staff briefing
2–3 weeksPaid upfront
Automation builds

Built, tested, documented, and handed over.

Timelines are typical and start at kickoff. A deposit starts the work; the balance is due when the automation meets its acceptance criteria.

Quick-Win Automation Build

One specific, repetitive task that eats time every week.

  • 1 workflow, up to 3 connected tools, up to 15 steps
  • Test log, one-page runbook, 30-minute recorded training
  • Example: a completed job triggers an invoice and a review request
1–2 weeksOr a setup-plus-monitoring plan

Lead Capture & Follow-Up

For businesses losing leads to slow or inconsistent follow-up.

  • Up to 3 lead sources routed into your CRM, with duplicate checks
  • Instant acknowledgment, staff alerts, and a 3-step follow-up sequence
  • Quote reminders and a lead-source and response-time report
2–3 weeks

CRM Cleanup & Sales Automation

For a CRM nobody trusts or uses consistently.

  • Cleanup of up to 5,000 records; clear pipeline stages and required fields
  • Automatic tasks, reminders, and emails as deals move
  • Pipeline dashboard and team training
3–4 weeks

Customer Communication & Intake

For firms that onboard clients through long email threads.

  • Branded intake forms, secure document collection, and automatic reminders
  • Online signing, welcome sequence, and internal task creation
  • AI-drafted replies to common questions, approved by a person
3–4 weeks

Document, Invoice & Data Processing

For teams re-typing PDFs, receipts, and invoices.

  • Automatic intake from email or upload; extraction for up to 2 document types
  • Validation rules, plus a review queue for anything uncertain
  • Entry into your accounting software, CRM, or spreadsheet
3–4 weeks

Reporting & Operations Dashboard

For owners without reliable weekly numbers.

  • KPI workshop; automatic data collection from up to 3 sources
  • One dashboard with up to 12 KPIs, plus a weekly emailed summary
  • A data dictionary showing where every number comes from
2–4 weeks

AI Assistant / Internal Knowledge Assistant

For teams answering the same questions again and again.

  • Written permission levels: read-only, draft-only, or approval-required
  • Built from up to 200 of your documents, in Google Chat, Slack, web, or email
  • A 25-question test set, human review, and usage and cost monitoring
3–5 weeks+ AI usage, billed to you by the provider

Systems Integration & Workflow Connectors

When key tools don't talk to each other, or you need a custom connection.

  • Integration design, data mapping, retries, alerts, and a sync log
  • Quoted in writing after an audit or a paid scoping session
2–6 weeks
The build standard

Included in every build, at no extra cost.

These are never removed to reach a lower fee. If something doesn't fit your budget, we'll reduce scope instead.

  • Written requirements and acceptance criteria, agreed before we build
  • Client-owned accounts: if we part ways, everything keeps working
  • Error alerts and missed-run checks, so nothing fails silently
  • Re-run-safe design: no duplicate records, emails, or charges
  • A pause switch your team controls
  • Human review for anything AI writes that reaches a customer
  • Testing and your sign-off before go-live
  • Runbook, recorded training, and a 30-day warranty
Ongoing support

Keep it healthy. Keep it improving.

Software vendors change their products and your business evolves. Every Care plan includes our No-Silent-Failure Guarantee and a monthly health report. Plans run monthly, with a 3-month minimum and then 30 days' notice.

Automation Care

Monthly plans, quoted after the Fit Call. Each tier includes monitoring, alerts, and the No-Silent-Failure Guarantee.

Monitor

  • Up to 3 active workflows in one system
  • Monitoring, alert response, and fixes when vendors change things
  • One-page monthly health report
  • The natural add-on for a Quick-Win build

Essentials

  • Up to 5 active workflows
  • Everything in Monitor
  • 2 improvement hours per month
  • Full monthly health report

Standard

  • Up to 15 active workflows
  • Everything in Essentials, with faster responses
  • 5 improvement hours per month
  • Monthly report plus a 30-minute review call

Fractional Automation Partner

Monthly plans, quoted after the Fit Call. Limited to a small number of clients at a time so every one gets senior attention.

Advisor

  • Two 60-minute strategy sessions per month
  • Roadmap, tool selection, and vendor management
  • About 5 hours of advisory time per month

Partner

  • Everything in Advisor, plus build work from your backlog
  • About 20 hours per month
  • Standard-level care for what we build, plus quarterly staff training

Response times are measured in our service windows: Monday–Friday, 9 am–5 pm ET, with evening and Saturday appointments on request. Full terms are in each plan's agreement.

Add-ons

Extras

Add-onWhat it is
Paid scoping sessionA 90-minute working session plus a written scope and fixed quote. Fully credited to a build signed within 30 days.
AI Spend ReviewRight-sizes what you already spend on AI tools and usage.
Additional integrationOne more tool beyond your package (documented API / custom).
Add an AI stepAI drafting, sorting, or summarizing added to an existing automation, with tests and human review.
Training sessionUp to 60 minutes, recorded, with a quick-reference guide.
Half-day team workshopUp to 4 hours of hands-on team training, recorded, with materials.
Documentation PackageDocuments automations someone else built, so we can support them.
Prepaid custom-work blockFor small out-of-scope requests. Expires 90 days after purchase.
How we quote

Straightforward terms, in writing

Fixed fees

You know the fee before work starts. The proposal states the scope, the deliverables, the acceptance criteria, and the price. No hourly billing.

Simple payment schedules

Assessments are paid upfront. Builds take a deposit, a milestone payment, and a final payment on acceptance. Ongoing plans are billed monthly in advance.

No markups on software

Tools are bought in your name, and you pay the vendor directly. Your proposal lists every tool and its estimated cost.

Credits, not discounts

Audit and scoping fees are credited in full toward a build signed within 30 days, and reused components are credited on later projects.

Changes in writing

Any change to scope, fee, or timeline is approved in a short change order before work starts.

Value you can check

Every value estimate shows its inputs: hours saved, hourly cost, errors avoided. Adjust them yourself, then ask us to quote against your numbers.

How we start

We ask the people who do the work.

Owners usually know what should be faster. The people doing the job know exactly where the time goes. We start with them, and we show you what we find before we ask you to buy anything.

A short call

Twenty minutes with the owner to confirm who should be involved and what the real pain is.

Your team describes the work

Up to three people fill in a five-minute survey and then a 30-minute review call with us.

We build one working example

The single highest-value workflow, built as a proof of concept with sample data, then demonstrated to you.

You decide with evidence

A written roadmap with what to build first, what to skip, and what we think should stay manual.

Not sure which one fits?

Tell us about the task you'd most like to stop doing by hand. We'll recommend the right starting point, or tell you if we're not the right fit.

Book a free Fit Call