What we do
Three services. Fixed scope, fixed price, and you own the result.
We build automations inside your own accounts, on the tools you already pay for, and hand them over with documentation your team can actually follow. Nothing we build depends on us being around next quarter.
Meeting & CRM workflows
The meeting ends and everything that should happen next happens on its own: the summary gets written and filed where it belongs, contact records update, action items land on the right person's list, and a follow-up email sits drafted and waiting for you to hit send.
This is the highest-value automation for most small businesses because the work is genuinely necessary, genuinely repetitive, and genuinely never done consistently. Notes get written when someone has time. Follow-ups go out when someone remembers. The CRM is accurate for about four days after somebody cleans it.
The trigger is one sentence, spoken or typed by whoever was on the call. Everything after that is automatic, and everything that leaves your business, like the follow-up email, waits for a human to approve it.
What we build into it
- Transcript capture from whatever recorder you already use
- A structured summary written in your firm's format, not a generic one
- Filing into the right client folder, named the way your team names things
- Contact records created or updated in your CRM, with meeting history attached
- Action items extracted and assigned in your task tool
- A follow-up email drafted in your voice, held for approval before sending
AI voice agents
A voice agent that answers your phone when you cannot. It books appointments, answers the questions you field every single day, takes intake details accurately the first time, and passes anything that needs a person straight to a person.
Missed calls are the most expensive thing in a lot of small businesses, and the cost is invisible because nobody counts the customer who called, got voicemail, and called someone else instead. A voice agent does not replace your team. It stops the phone from pulling them off the work that pays.
We script it against your real calls, not a template. It knows your hours, your service area, your pricing rules, and what it is not allowed to promise. When it does not know something, it says so and takes a message rather than inventing an answer.
What it handles
- Booking, rescheduling, and cancellations against your live calendar
- New customer intake, captured accurately and written into your CRM
- The twenty questions you answer every week: hours, service area, process, timing
- After-hours and overflow calls that currently go to voicemail
- Clean handoff to a human, with the context already gathered
- A transcript and summary of every call, searchable afterward
Where we draw the line
We do not build voice agents that pretend to be human. Callers are told they are speaking with an assistant. It is the honest thing to do, it is increasingly the legally required thing to do, and in practice customers do not mind as long as the thing actually helps them.
The Business Blueprint
Our training program. A structured blueprint for using AI to automate your own business, taught to you and your team on your real work rather than on made-up examples.
Hiring someone to build one automation solves one problem. Understanding how to build them changes how you look at every process you run. The Blueprint exists because the businesses that get the most out of this are the ones who stop needing us.
It is not a video course you watch alone. We work through your actual operation, find the processes worth automating, and build two of them with your team during the sessions. You finish with working systems and, more importantly, with the judgment to tell a good automation candidate from a bad one.
That judgment is the part nobody teaches. Most failed AI projects fail because someone automated a process that should have been deleted, or one with too much genuine judgment in it to hand over. Knowing the difference is most of the skill.
The eight sessions
01 Map the business
Every recurring process, written down and ranked by how much time it eats and how mechanical it is. Most owners have never seen this list in one place, and it is usually the most valuable hour of the program.
02 What AI is actually good at
The honest capability map. What it does reliably, what it does badly, and the specific failure modes to watch for. Grounded in examples, not marketing claims.
03 Context and outcome
The two things people leave out of every request, and the repeatable structure that fixes it. This is the difference between output you rewrite and output you use.
04 Judgment work
Getting AI to evaluate, score, and rank rather than just write. You will score a real list from your own business against criteria you define.
05 Build your first system
Take a process from session one and turn it into something that runs from a single trigger. Your team builds it, we guide.
06 Connecting your tools
Email, calendar, drive, and CRM, with the permission model explained in plain language so you know exactly what you are granting and how to take it back.
07 Automations that run without you
Scheduled work, review gates, and the habits that keep a human in the loop where a human belongs.
08 Rollout and documentation
How to introduce this to a team that did not attend, write instructions people follow, and decide what to automate next quarter.
How we work
You approve the price before anything gets built.
Four steps, in the same order every time. The only surprise we ever want you to have is how boring the process is.
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Discovery call · 30 minutes, free
We map how the work flows today, not how it is supposed to. You will be asked a lot of specific questions about who does what and when. At the end you get an honest read on whether there is enough here to be worth building, including when the answer is no.
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Written scope and fixed price
A document naming exactly what gets built, what it will do, what it explicitly will not do, the timeline, and the price. Nothing starts until you approve it, and the number does not move afterward unless you ask for something new.
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Build and test on your real cases
Built inside your accounts, tested against actual work from your business rather than demo data. You see it running on something you recognize before you sign off on it.
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Handoff, training, and 30 days of support
A live walkthrough with the people who will use it daily, plus written instructions in plain language. Then thirty days where you can ask us anything at no extra cost.
Pricing
There is no price list, and that is on purpose.
A two-step workflow and a twelve-step workflow are not the same job, and pretending otherwise would mean quoting you a number that is wrong in one direction or the other.
What we can promise is the shape of it: one fixed price, agreed in writing after the discovery call, before any work begins. No hourly billing, no scope creep invoices, no retainer you have to remember to cancel. If the project grows because you want something added, we quote that separately and you decide.
What determines the price
- How many steps the process has
- How many tools it has to connect to
- Whether your tools have clean integrations or awkward ones
- How many people need training on it
- Whether you want the Blueprint alongside the build
Takes about three minutes. You get a written response within one business day.
Questions
Before you book a call.
Which service should we start with?
Start with whichever problem is costing you the most hours right now. If your team is drowning in post-meeting admin, start with workflows. If the phone is interrupting billable work, start with a voice agent. If you want the capability in-house rather than a single fix, start with the Blueprint.
Can we combine a build with training?
Yes, and most businesses do. We build the first automation so your team can see a finished example, then run the Blueprint using that build as the teaching case. It is scoped as one engagement.
What tools do you work with?
We build on whatever you already use. Common ones are Google Workspace, Microsoft 365, HubSpot, Salesforce, Notion, Slack, Zoom, and the major meeting recorders. If you use something unusual, the discovery call is where we confirm it can connect before you commit to anything.
Do we own what you build?
Yes. Everything is built inside your own accounts and stays there. There is no platform of ours that it depends on, no license to keep paying, and nothing that stops working if you stop working with us.
How do you price this?
Fixed price per engagement, agreed in writing after the discovery call and before any building starts. There is no published rate card because a two-step workflow and a twelve-step workflow are not the same job. You will never receive an invoice for a number you did not approve first.
Find out what is worth automating.
Thirty minutes, no cost, no pitch. Plenty of these calls end with us saying not yet, and you still leave with the map.