AI automation services built for how service businesses actually work.
Thoughtfully crafted to elevate what matters most.
Operations Accelerator
Timeline: 2-3 weeks
Ideal For: Testing the relationship, solving one critical bottleneck
Phase Breakdown:
Audit (Days 1-3)
Strategic discovery session to map current workflows
Identification of operational bottlenecks and pain points
Documentation of existing tools and systems
Gauge (Days 4-5)
Opportunity scoring across impact, feasibility, speed, competitive advantage
ROI calculation for highest-priority automation
Clear recommendation on which single workflow to automate
Engineer (Days 6-12)
Workflow design and architecture
Full implementation in your systems
Integration with existing tools
Navigate (Days 13-15)
Team training session
Documentation delivery (process maps, technical specs, troubleshooting guide)
Handoff and initial monitoring
Track (Days 16-21)
30-day monitoring and adjustment period
Performance measurement against baseline
Optimization based on real usage patterns
What's Included:
Use Case Canvas documenting the opportunity and approach
Agentic Workflow Design showing complete automation architecture
Implementation documentation with monitoring guidelines
Performance baseline and tracking methodology
What's NOT Included:
Multiple workflows or system integrations
Ongoing optimization beyond 30 days
Custom AI model development
Change management or team adoption consulting
Example Projects:
Lead enrichment pipeline: Apollo export → web scraping → AI scoring → personalized outreach → CRM integration
Proposal generation: Client intake → data gathering → AI-generated draft → brand template → 15-minute turnaround
Client onboarding: Contract signed → welcome sequence → asset collection → project setup → team notification
Download Service Overview PDF
Revenue Engine
Timeline: 6-8 weeks
Ideal For: Businesses ready to scale, multiple operational bottlenecks
Phase Breakdown:
Audit (Week 1)
Comprehensive operational audit across all business functions
Workflow mapping and bottleneck identification
Current state documentation and pain point analysis
Tool stack inventory and integration assessment
Gauge (Week 2)
Opportunity scoring for 5-10 potential automation workflows
Prioritization matrix based on impact, feasibility, speed, strategic fit
Multi-workflow system design showing how automations interconnect
ROI modeling for integrated system
Engineer (Weeks 3-5)
Multi-workflow system design with integration architecture
Phased implementation (highest-impact workflows first)
Testing and validation at each stage
Integration across 2-3 business functions
Navigate (Week 6)
Team training program (multiple sessions for different roles)
Complete documentation suite delivered
Change management support for new workflows
Staged rollout to minimize disruption
Track (Weeks 7-8 + 90 days)
Performance dashboard showing time saved, throughput increases, ROI
Bi-weekly optimization check-ins during 90-day period
Continuous refinement based on usage patterns
Quarterly strategic review of automation opportunities
What's Included:
Comprehensive Use Case Canvas for each workflow
Integrated Agentic Workflow Design showing system architecture
Complete implementation documentation suite
Performance dashboard and tracking methodology
90-day optimization roadmap
What's NOT Included:
Ongoing managed service (after 90 days, system runs independently)
Staff training on general AI literacy
Business process redesign consulting
Example Projects:
Complete sales pipeline: Lead capture → enrichment → qualification → outreach → scheduling → proposal → follow-up → CRM
Marketing orchestration: Campaign brief → content generation → multi-channel distribution → engagement tracking → lead scoring → sales handoff
Client delivery: Project intake → resource allocation → milestone tracking → deliverable generation → communication → invoicing
See Revenue Engine Case Study
Custom Intelligence Layer
Timeline: 10-12 weeks
Ideal For: Complex operations, strategic competitive advantage
Phase Breakdown:
Audit (Weeks 1-2)
Deep operational analysis across entire business
Strategic opportunity mapping beyond basic automation
Competitive landscape analysis for automation opportunities
Data infrastructure and readiness assessment
Executive stakeholder interviews
Gauge (Week 3)
Comprehensive opportunity scoring across 15-20 potential implementations
Strategic prioritization based on competitive advantage and business goals
Custom AI capability assessment
Multi-year automation roadmap development
Budget and resource allocation recommendations
Engineer (Weeks 4-9)
Custom automation architecture (not templates)
Advanced AI integration (custom prompts, fine-tuned models, vector databases)
Multi-system integration (CRM, project management, billing, communications)
Proprietary decision-making logic tailored to business
Staged implementation with risk mitigation
Navigate (Weeks 10-11)
Executive-level strategic consulting during implementation
Multi-level team training (executives, managers, end users)
Change management support for organization-wide adoption
Documentation suite including strategic rationale and technical specs
Phased rollout strategy with contingency planning
Track (Week 12 + 6 months)
Executive-level reporting and analytics dashboard
Monthly strategy sessions to refine and optimize
Continuous learning implementation (system improves over time)
Quarterly business impact reviews
6-month optimization partnership included
What's Included:
Strategic Automation Roadmap (multi-year vision)
Comprehensive Use Case Canvas for each major system
Advanced Agentic Workflow Designs with custom AI integration
Complete technical and strategic documentation
Executive dashboard with predictive analytics
6-month optimization and evolution plan
What's NOT Included:
Building AI products for your customers
Full software development or product engineering
Permanent managed service (transitions to ownership after 6 months)
Example Projects:
Dynamic pricing engine: Client data → market analysis → AI recommendations → pricing optimization → automated proposals
Predictive client health: Usage patterns → communication frequency → payment history → churn risk assessment → intervention triggers
Strategic recommendations: Business metrics → market trends → AI analysis → weekly briefing → opportunity identification
Download Custom Intelligence Overview
Automation Partnership (Retainer)
Commitment: Month-to-month, 3-month minimum
Ideal For: Continuous optimization and expansion
Many clients complete a project-based engagement and want ongoing support as their operations evolve. The Automation Partnership provides continuous optimization, new workflow implementations, and strategic automation guidance on retainer.
Three Retainer Levels:
Sustain
2 hours monthly office hours
System monitoring and minor optimizations
1 small workflow addition per quarter
Evolve
4 hours monthly office hours
Proactive optimization recommendations
1-2 medium workflows per quarter
Strategic automation roadmap updates
Advance
6 hours monthly office hours
Continuous enhancement
2-3 workflows per quarter
Competitive automation research
When This Makes Sense:
You've completed project-based engagement and want ongoing support
Your business is growing rapidly and automation needs keep evolving
You want continuous improvement of existing systems
You value having an automation expert on-call
Not sure which tier fits?
Book a 30-minute discovery call and we'll map your operational bottlenecks together. We'll recommend the tier that makes sense for your situation - or tell you if automation isn't the right investment yet.
No pitch, just analysis.