Discovery Call
Free · 15 to 20 min
A free, short, no-pressure conversation to see if we're the right fit. You tell us about your business and what's eating up your week and we tell you honestly whether we can help.
- Get to know your business and your goals
- Hear where you're losing the most time
- Decide together whether an assessment makes sense
You leave withA clear yes or no on fit and a time booked for your assessment if it's a match.
AI Assessment
45 min + 30 min review
In 45 minutes, we learn how your business really runs and spot where time and money are slipping away. You'll get a written report showing which tools will give you hours back, plus a 30-minute review call where we walk you through every recommendation.
- We discuss your tasks, tools and bottlenecks
- A written report with your top 3 to 5 recommendations
- Expected hours saved and a quick-start plan
- A 30-minute review call to present your report and answer your questions
GuaranteeAt least one quick win you can put in place within 4 days that saves 5+ hours a week.
Optimization
Clean up
We put your assessment into action. We simplify the workflows that slow you down, cut software you don't need and set up the right tools for your team.
- Process redesign: broken processes rebuilt around the right tools
- Overlapping or unused subscriptions removed
- New tools set up, with your team trained on them
Best forOwners who want the plan done for them, not just handed to them.
Automation
Run on its own
We connect your apps and add AI so routine work happens in the background. Leads get answered, data moves itself and follow-ups go out on time.
- Automation build: one automation designed, built and tested start to finish
- Knowledge system: your know-how in one searchable place, with an AI assistant your team can ask
- Custom workflows: multi-step flows that connect your apps and AI
- Full implementation: plan to launch, with your team trained and results measured
Best forBusinesses with repeat tasks that eat up hours every week.
AI Concierge
Ongoing · 2 calls a month
Your hands-on AI partner, month after month. Every two weeks we meet for 45 minutes. You share your screen and we build and fix things together, with your hands on the keyboard. It's done with you, not just advice.
- Two 45-minute calls a month, every two weeks
- Screen-share sessions where we work through it together
- New tools and automations built as needs come up
- A report after every call: what we completed, who owns each open action item and when we meet next
Best forOwners who want to keep getting better without hiring an in-house tech person.