AI & automation · from $2,500 setup + monthly plan

The work your team does by hand, running on its own.

Quotes that write themselves. Intake that files itself. Follow-ups that never slip. We map how the work actually flows, automate the worst of it, and keep it running. Most clients get their first hours back inside two weeks.

01 · What we automate

The hours hiding in your week.

If someone in your business retypes information from one place into another, that's a candidate. These are the usual suspects.

01 · Quoting

Estimates & proposals

A request comes in, a priced quote goes out — drafted from your own rates and rules, ready for a human sign-off. Same hour, not next week.

02 · Intake

New customers & jobs

Forms, documents, and emails read, filed, and entered into your systems automatically. No more retyping the same customer three times.

03 · Follow-up

The money you forget to chase

Unanswered quotes, unpaid invoices, review requests, reactivation of old customers — sent on schedule, in your voice, without anyone remembering to.

04 · Paperwork

Reports & reconciliation

The Friday afternoon spreadsheet ritual, done by software on Friday morning. Numbers pulled from where they live, checked, and delivered.

02 · How an engagement runs

Pilot first. Prove it. Then scale.

We don't sell a grand transformation. We automate one painful workflow, measure the hours it returns, and only then move to the next one.

  1. Stage 01Map — we watch how the work actually flows
  2. Stage 02Build — one workflow, live in about two weeks
  3. Stage 03Measure — hours back, counted in real numbers
  4. Stage 04Run — managed monthly, tuned as your business changes

The two-week first build starts once we've mapped the workflow and have access to the tools it touches. The monthly plan — from $245 — covers monitoring, fixes, and adjustments, because a workflow nobody maintains quietly stops working.

03 · Scope

What's in. What's not.

Included

  • Process mapping — we chart the workflow before touching software
  • Build & integration with the tools you already use
  • Works with QuickBooks, Google Workspace, spreadsheets, most CRMs
  • Testing alongside your team before anything goes live
  • Plain-English documentation of what runs and when
  • Managed monthly: monitoring, fixes, and tuning

Not included

  • Replacing your whole software stack — we build on what works
  • Enterprise ERP migrations
  • Anything that sends messages your customers didn't ask for
  • Set-and-forget promises — automation needs an owner, that's the monthly plan

If a workflow shouldn't be automated — too rare, too human, too risky — we'll say so in the mapping stage and not charge you to learn it.

04 · Questions we always get

Fair questions, straight answers.

What does the monthly plan actually pay for?

The tools your automation connects to change constantly — an update on their side can quietly break a workflow on yours. The plan pays for someone noticing before you do, fixing it, and tuning the workflow as your business changes. From $245 a month, scaled to how much is running.

Will this work with the software we already use?

Almost certainly. QuickBooks, Google Workspace, Microsoft 365, spreadsheets, and most CRMs and field-service tools connect cleanly. The mapping stage confirms it before you've committed to anything — if a tool won't cooperate, you'll know in week one.

How do I know it's working?

Every automation counts what it does — quotes sent, documents filed, follow-ups delivered — and you get the tally monthly. Multiply by the minutes each one used to take. If the number doesn't clear the cost of the plan, we'll tell you that too, and either fix the workflow or shut it down.

05 · Start a project

Tell us where the hours go.

Describe the task your team complains about most. You'll get a reply within one business day with what's automatable and what it costs.