From Discovery to Deployed in 30 Days
Every engagement starts the same way: with Phase 0, a fixed-fee diagnostic that maps your operations and delivers a prioritized roadmap. From there, we build.
A Clear Path From Diagnosis to Deployment
Phase 0: Diagnose
We map your current workflows, systems, and pain points. We identify the highest-leverage opportunities for automation and AI. We deliver a prioritized roadmap with specific recommendations, effort estimates, and expected impact. Typical timeline: 1–2 weeks.
What you get
- Workflow audit across your key processes
- Systems inventory and integration map
- Prioritized opportunity matrix (impact vs. effort)
- Detailed Phase 1 proposal with scope, timeline, and pricing
- A clear roadmap you own — whether or not you move forward with us
Phase 0 is designed to be valuable on its own. If you stop here, you walk away with a professional operational assessment and a roadmap you can execute on with any team.
Phase 1: Build
We design and deploy your custom operating system. This includes data model design, interfaces and dashboards, workflow automation, AI augmentation where it creates real leverage, documentation and playbooks, and training for your team. Typical timeline: 3–5 weeks.
What gets built
- Custom Airtable application(s) designed around your workflows
- Automated workflows (n8n, Make, or Zapier depending on your stack)
- Dashboards and reporting views for every stakeholder level
- AI-powered features where they meaningfully improve throughput or quality
- Training sessions and documentation so your team can own the system
Phase 2: Automate & Integrate
Once the core system is live, we extend it: deeper integrations with your existing tools, advanced automation workflows, cross-system data syncing, and more sophisticated AI capabilities.
Examples
- API integrations with CRM, PSA, or project management tools
- Automated reporting pipelines (data warehouse, BI dashboards)
- AI-generated summaries, classification, and insights
- Cross-system data synchronization
Phase 3: Intelligence Layer
For teams that want to go further: custom ML models, AI agents embedded in workflows, advanced analytics, and decision intelligence.
Examples
- Custom ML models for classification, prediction, or anomaly detection
- AI agents that handle routine tasks autonomously
- Advanced analytics and executive decision dashboards
- AI value measurement and ROI tracking
Phase 4: Ongoing Support & Improvement
Most systems improve significantly in the first 90 days of real use. Workflows evolve, new edge cases emerge, your team finds what they actually need. Our retainer keeps us in your corner: tuning the system, shipping improvements, and making sure your ops platform grows with your business instead of falling behind it.
What's included
- Dedicated support channel with guaranteed response times
- Monthly sprint of improvements, additions, and refinements
- Proactive monitoring of automations and integrations
- Quarterly ops review — identifying new leverage points as your business changes
- Priority access for new Phase 1 work as your needs expand
Teams that stay on retainer ship more, break less, and compound their advantage over time. The system you have in month 12 is dramatically more capable than the one you launched in month 1.
Clear on What We Are — and Aren't
- ✕We don’t build marketing websites or handle IT support.
- ✕We don’t do staff augmentation — we build systems, not fill seats.
- ✕We don’t sell software licenses — we build on tools your team can own.
- ✕We don’t do 18-month enterprise implementations — most systems go live in 30 days.
Ready to Start?
Book a Phase 0 and get a clear-eyed assessment of your operations within two weeks. $3,500. No commitment beyond the diagnostic.
Book Your Phase 0 →