Day 0
Audit
Process
Turn a messy workflow into a system your team can run.
We start with the bottleneck — the one workflow eating the most hours — and ship the smallest useful automation around it in about a week. Fixed quote before we build. You own every credential and every line when we’re done.
The seven-day sprint
Day 1–2
Design
Fix the scope
Day 3–6
Build
Ship the system
Day 7
Hand off
You own it
Kickoff to handoff · about one week · you own everything
The timeline, day by day
Every engagement runs the same way. No scope creep, no surprises.
Day 0
Audit
Find the leak
- A 60-minute working session with the person who actually does the workflow — not a manager's version of it.
- We map it as it really happens: inputs, tools, decisions, handoffs, and the exceptions that eat the hours.
- Every repetitive step gets ranked by hours saved versus build difficulty.
A written build plan plus a ranked list of opportunities, in your inbox within 48 hours.
Day 1–2
Design
Fix the scope
- A system map covering triggers, routing rules, and the exception paths for when things go sideways.
- Tool selection from the stack you already run — new tools only where they earn their keep.
- A fixed quote for the whole build. No hourly meter, no change-order surprises.
A signed-off scope. What we agree on Day 2 is what ships — no moving target.
Day 3–6
Build
Ship the system
- We connect the tools, build the interfaces, and wire the notifications your team will actually see.
- Testing runs against your real data — real leads, real invoices, real edge cases. Not sample rows.
- You watch it run on a live workflow before it ever runs alone.
A live system you've seen work with your own data, before handoff.
Day 7
Hand off
You own it
- Operating notes in plain English, plus the test cases that prove each path works.
- Every credential, API key, and owner account transferred to your team — nothing held back.
- Known limits documented honestly, walked through on a handoff call with your team.
100% ownership of the build, plus 30 days of support after handoff.
What we need from you
Three things. That’s the whole ask.
Most engagements ask almost nothing of your team. Here is the complete list — no steering committee, no status meetings, no homework.
01
60 minutes for the audit
One working session with the person who lives inside the workflow. That's the only meeting we require — everything else runs async.
02
Access to the tools involved
Credentials or invites for the systems the workflow touches — CRM, inbox, billing, whatever's in scope. Scoped to the build, revoked any time.
03
One decision-maker who can say yes
A single owner who can approve the scope on Day 2 and sign off on Day 7. No committee, no procurement maze.
What you walk away with
You walk away with a system, not a deck.
A working system
Live in your stack and running on real data — not a deck, not a prototype, not a recommendation you have to build yourself.
An operating manual in plain English
What triggers it, what each rule does, and how to change it. Written so anyone on your team can pick it up cold.
Every credential and test case
Full ownership of every account and key, with the test cases that prove each path — so the next edit starts from proof, not guesswork.
A roadmap of what's next
The next highest-leverage builds ranked by hours saved, so you know exactly what to automate second — with us or without us.
Ready when you are
Start with the bottleneck.
Book the 60-minute audit. Within 48 hours you’ll have a written build plan, a ranked list of what to automate first, and a fixed quote for the build — whether you hire us or not.