AI implementation for owner-led firms

You've been experimenting with AI for six months. Monday still looks exactly the same.

We find the one workflow in your firm that's actually worth automating, build it into daily use on the tools you already pay for, and hand you the runbook. Fixed scope. Fixed fee. Five weeks.

8 questions, about 3 minutes. Scored instantly. It will tell you plainly if you're not ready yet, including, possibly, now.

AI workflow diagram showing: Email/Form arrives → AI reads and classifies → CRM updated → Team notified → Complete
Microsoft 365 Google Workspace HubSpot QuickBooks Slack Zapier/Make n8n

One workflow at a time, in a fixed order

Audit

$950
8 business days

We diagnose which workflow to build and why. You get a ranked shortlist of three automation candidates, each with the time it costs you today, the rough build cost, and the reason it is or isn't first. The fee comes off the build if you start within 60 days.

Build

$4,500
5 weeks

One workflow, running in daily use on your stack. We deliver a written runbook covering failure modes, a handover session, and two weeks of us fixing anything we built that breaks. At most three systems, at most ten steps, one trigger — bounded on purpose.

Running

In daily use
2 weeks support

The workflow runs in your actual work. We stay on for two weeks to fix anything that breaks, then hand you the runbook and step back. Then we stop — we don't start a second workflow until the first one is running.

Worth being blunt about fit

✓ This works when:

You're an owner-led professional services firm. One person can approve a $3,000 decision without a committee. You have a CRM or some shared system of record — not just inboxes and spreadsheets. And there's someone who will own the workflow after we hand it over.

✗ This doesn't work when:

Your core workload is regulated data — patient records, cardholder data, privileged discovery. You want a model built or fine-tuned. You want a strategy document rather than something running. Or you need it live in under a month — we're a small practice and we can't serve urgency honestly.

If that last list is you, we'll say so on the call instead of taking the engagement. Two of those are things we decline outright — the assessment will tell you which.

Find out which of the three problems you actually have

Three minutes, 8 questions, scored the moment you finish. You get a written diagnosis whether or not you're a fit, and whether or not you ever talk to us.

Take the free assessment