How We Work

A structured approach to help you adopt automation and transform how you work

01

Assess

We'll help you understand how automation impacts you

Training Session

A 90-minute educational session to help your team understand what automation can and cannot do today.

What you get:
  • • Live session
  • • Personalized deck
  • • Session recording
Your commitment:
90 min (session + Q&A)

AI Readiness Assessment

A focused discovery exercise to evaluate how automation could benefit you based on your goals and constraints.

What you get:
  • • Core learnings and recommendations document
Your commitment:
3-5 hours
02

Prioritize

We'll co-create your automation roadmap

Opportunity Identification

A structured approach to identify your most promising opportunities today.

What you get:
  • • Initial problem definition
  • • Proposed solution with tech links
  • • Mock-up/illustration
  • • Impact score
Your commitment:
1-3 hours per initiative

AI Roadmap Creation

A collaborative effort to prioritize when and who will work on your selected opportunities.

What you get:
  • • Prioritized list of initiatives
  • • Now/Next/Later roadmap
  • • Aligned to business goals
Your commitment:
3-5 days
03

Deploy

We'll help you move from idea to implementation

Solution Validation

A systematic approach to define validated solutions for your chosen opportunities.

What you get:
  • • Expanded problem definition
  • • Detailed solution design
  • • Functional prototype
  • • Test, deploy, and train plan
Your commitment:
2-4 hours per initiative

Deployment Process

Ongoing support and guidance to help you consistently launch new initiatives while your team takes the lead.

What you get:
  • • Bespoke training materials
  • • Live training sessions
  • • Ongoing support
  • • Access to vetted specialists
Your commitment:
Variable depending on training requirements

How We Get You Results

Our proven 4-step process to identify low-hanging fruit and deliver immediate ROI for your business

1.

Strategy Call

Book a call to discuss your business goals and current challenges. We'll identify the systems that provide immediate ROI and create a detailed implementation plan.

2.

Custom Plan

You'll receive a detailed roadmap showing exactly which systems to implement first, expected ROI, and timeline for each automation.

3.

Quick Start

Once you approve the plan, we get started within 24 hours. No delays, no excuses - we begin implementation immediately.

4.

Scale & Optimize

As systems deliver results, we continuously optimize and expand automation to other areas of your business for compounding growth.

Success Stories

Discover how our clients have transformed their operations with AI-powered automation, achieving remarkable ROI and operational efficiency.