How It Works

Discovery Call (Free 30 min)

We start with a conversation to understand your business and biggest challenges.

What We'll Cover:

Your current processes and pain points
Time spent on repetitive tasks
What happens when things go wrong
Previous attempts at automation
Your ideal outcome

Output: Go/no-go decision. If we're not a good fit, we'll tell you honestly and point you in the right direction.

On-Site Assessment (If you proceed)

We spend 2-3 days in your shop observing how you actually work (4-hour sessions). No assumptions.

What We Do:

Shadow your team through real workflows
Document current processes step-by-step
Interview key team members
Identify bottlenecks and time-wasters
Observe without interrupting production

Output: Deep understanding of YOUR specific process, not a generic template.

Roadmap Presentation

We present 5-10 automation opportunities with clear ROI for each.

What You'll Get:

List of automation opportunities prioritized by impact
ROI analysis for each (hours saved, cost reduction)
Complexity rating (Low/Medium/High)
90-day implementation timeline
Recommended starting point
Written report to keep

Output: Clear plan forward. You can implement yourself, hire us, or hire someone else. The roadmap is yours to use.

Implementation (If you choose to proceed)

We build the automation, test it with your team, and make sure it actually works.

Our Approach:

Build in phases with checkpoints
Test with a small group first
Gather feedback and refine
Train entire team (hands-on, not PowerPoint)
Create documentation they'll actually use
Hand off completely - no vendor lock-in

Output: Working solution, trained team, documentation. You own it, not us.

Support & Expansion

30 days of included support, then you decide how to proceed.

Your Options:

Option 1: You're good to go. Use what we built and call if you need help.
Option 2: Implement the next automation (another project).
Option 3: Ongoing partnership for continuous improvement.

Output: Long-term relationship on your terms. No pressure, no contracts you can't exit.

Why This Process Works

We've learned what doesn't work the hard way. Here's why our approach is different.

We Watch First

Most consultants show up with a solution. We show up with questions and observe your actual process.

ROI is King

If the automation doesn't save you more than it costs, we don't recommend it. Simple as that.

Your Team Leads

We train your people and hand off completely. No ongoing dependency on us.

Start Small, Scale Fast

Prove it works with one automation before committing to more. Low risk, high trust.

What to Expect: Timeline

From first call to working automation

Week 1

Discovery Call: 30 minutes, we decide if there's a fit.

Week 2-3

Assessment: 2-3 days on-site (4-hour sessions), then 1 week to prepare roadmap.

Week 3-4

Roadmap Presentation: 1 hour meeting, you have your plan.

Week 5-8

Implementation: Build, test, train. Timeline varies by complexity.

Week 9-12

Support & Refinement: Fix issues, train more people, optimize.

Note: This is a typical timeline for one automation. Some projects are faster, some take longer. We'll give you a specific timeline after the assessment.