The same form, the same spreadsheet, the same update, every week. We map your repetitive admin tasks and connect the right steps across forms, inboxes, spreadsheets, and your CRM, using the tools you already have wherever possible.
What we set up
- A map of the repetitive admin tasks worth automating first
- Connected steps across your forms, inboxes, spreadsheets, and CRM
- Documentation of each workflow so your team can run it
- A check of available integrations, permissions, and costs before building
How it works
- Discover. Review your goals, tools, and time drains. Prioritize a clear first use case.
- Build. Configure prompts, templates, and agreed integrations around your actual process.
- Launch. Test the workflow, document the steps, and train the people who will use it.
- Improve. Track adoption, time saved, and workflow performance. Expand where it makes sense.
Packages that include it
AI Starter
- Business audit and implementation roadmap
AI Growth
- Industry-specific workflow setup
- Internal playbooks and ROI tracker
AI Scale
- Cross-department automation
- Business AI workspace setup
Each package also includes everything in the one before it. Software subscriptions, messaging, and third-party usage fees are billed separately. Ongoing support is available after launch: Tune-Up $297/mo, Growth $497/mo, Partner $997/mo, Full AI Ops $1,500+/mo.
Start with a free evaluation
Tell us where your team loses the most time. We'll suggest a practical first use case and the package that fits, before you commit to anything.
Get Your Free Evaluation →Questions
Can you work with the software I already use?
That's the starting point. We review your CRM, email, calendar, and other tools, then confirm available integrations, permissions, and costs before building.
Are software and usage fees included?
No. Package prices cover the listed setup and training. AI subscriptions, paid integrations, messaging, calling, and other provider fees are separate. We identify expected costs during scoping.
How long does setup take?
Typical setup windows are 3–5 business days for Starter, 5–7 for Growth, and 10–14 for Scale. Timing depends on scope, access, and third-party approvals; we confirm it before work begins.
Other services: Lead follow-up that keeps moving. · Your team's AI assistant. · Content with a plan. · Training that sticks.