Start with a $99 AI Workflow Audit
We diagnose your workflow, identify the best automation opportunities, and give you a clear plan to move forward.
45-minute workflow call
You walk me through how your business runs today:
- how leads come in
- how you respond
- where tasks get stuck
- what back-office work keeps repeating
With your permission, we record the call so I can build an accurate plan.
24-hour custom workflow plan
You get a practical plan that shows:
- what to automate first
- what tools it should connect to
- where human approvals should stay
- expected time savings and impact
- what to build now vs later
Choose your path
- DIY: Use the plan and build it yourself
- Done-for-you: We build your first workflow sprint for $699
Want a better audit call? Fill out the optional prep guide
Complete a short readiness guide before the call and we can spend more time on decisions, not discovery.
- Your lead flow
- Your support or service workflow
- Your current tools
- Your biggest time drains
- What must stay human-controlled
Want us to build it for you? We can launch your first AI employee in 7 days
After the audit, we can build your first automation sprint for $699 using the plan we created together.
Your AI employee is a set of custom workflows that runs repetitive tasks in the background, 24/7, with your rules and approvals.
Kickoff and success metrics
We map your current process, pick the first workflow, and define what "working" means.
Lead workflow build
We set up intake, qualification logic, routing rules, and handoff paths.
Support or service triage build
We configure classification, priority rules, and escalation logic.
KPI brief setup
We build your daily briefing format, metrics roll-up, and action queue.
QA and failure handling
We test edge cases, approvals, and fallback steps so the system stays reliable when inputs are messy.
SOPs and approvals
We document runbooks and define clear human approval boundaries.
Go-live and handoff
We launch, review the first outputs, and align on next-step improvements.
Examples of what we can automate first
Lead Handling System
- Inbound lead triage
- Fit scoring
- Next-step routing
- Follow-up reminders
Support or Service Triage
- Request classification
- Priority tagging
- Escalation routing
- Handoff summaries
Back-Office Ops
- Daily KPI summaries
- Repetitive admin tasks
- Internal status updates
- Action queues for your team
Common questions before you book
Will this stuff break?
Sometimes systems fail. That is normal. The difference is how they are built. We use approval steps where risk is high, fallback rules when inputs are unclear, and clear ownership so fixes are fast. You keep control of the system and can turn workflows on or off.
Do I lose control?
No. You define the rules. We automate repetitive execution first and keep human approvals where they matter.
Does my team need to learn a new system?
Usually not much. Most of the value comes from background automation, cleaner routing, and better outputs. Your team mostly sees the result.
What if our process is messy?
That is exactly why the audit exists. You do not need a perfect process. We identify the highest-leverage automation first.
Can this work with our current tools?
Usually yes, within reason. We scope around your existing stack and build what is realistic for the audit and sprint.
Pricing
AI Workflow Audit
- 45-minute workflow mapping call
- Call recording review
- Custom automation plan in 24 hours
- DIY or done-for-you path
Build Sprint (post-audit)
- 7-day implementation sprint
- One core workflow launch
- Guardrails and approvals
- SOPs and handoff
Expanded Build
For deeper implementation and multiple workflows.
- Expanded workflow customization
- More automation depth
- Extended QA and rollout support
FAQ
Who is this best for?
SMB owners and lean teams who are handling leads, support, and admin work manually and want time back without hiring more ops support.
What if I do not fill out the prep guide?
That is fine. The guide is optional. We can still map your workflows on the call.
What do I get after the audit?
A custom plan within 24 hours that shows what to automate first, how it should work, and whether you should build it yourself or have us build it.
Do I need to be technical?
No. You just need to explain how your business works today. We handle the workflow design.
Do I lose control of my systems?
No. You keep control. We build around your rules and use human approvals where needed.
What if something goes wrong after launch?
We build guardrails and fallback steps. You also get a documented workflow and handoff so issues can be fixed quickly.
Get a custom AI workflow plan in 24 hours
Start with a $99 audit. Walk away with a practical automation plan you can implement yourself, or let us build your first AI employee for $699.