The engagement model
How working with us works.
One scoped build, then a managed monthly operation. No hourly billing, no black box.
Most automation fails because nobody is running it. A workflow works when someone remembers to check it, until it quietly breaks and nobody notices. We make the work consistent, automatic, and ours to keep running.
Discovery call
Thirty minutes on Cal.com. Bring the process that eats the most time, whether that's reports, proposals, purchase orders, or data entry. We'll tell you honestly whether automation helps and where we'd start.
Embedded scoping
Like a forward-deployed engineer, we get inside your operation: shadow the workflow, look at the real documents and data, find where hours actually go. You get a fixed-scope proposal listing exactly which workflows we'll build, with no open-ended estimate.
Build retainer
A one-time scoped retainer covers the build: agents, workflows, and integrations with your phone system, CRM, and inbox. You see progress as it ships, not at the end of a long engagement.
Launch
Workflows go live inside your accounts. Your team learns the new routine in one short session, and we watch the first runs closely to catch anything that needs tuning before it touches real volume.
Managed administration
The ongoing monthly plan: monitoring, fixes, and improvements, with the fee scaled to the number of workflows under management. Add workflows as the wins stack up; retire ones you outgrow.
Pricing
Scoped to workflows, not hours.
Every engagement has two parts: a setup retainer sized to the workflows in scope, and a monthly administration fee sized to the workflows under management.
You pay for workflows under management, not for logins your team may never use. The fee scales with the work handled, not with your headcount.
You know your cost before the month starts: setup scoped in writing, the monthly fee agreed in advance. No renewal surprises, no open-ended billing.
Every engagement starts with discovery, so the quote reflects your operation, not a generic pricing page.
Fit
Who this is for.
A good fit
- You have a repeatable process eating staff hours: reports, proposals, purchase orders, or data entry.
- You live in tools like RingCentral, HubSpot, or GoHighLevel.
- You want it handled, not another login to babysit.
Not a fit
- You want a one-off chatbot for your website.
- You want to buy software and run it yourself.
- You need a bot to post on social media.
Questions
Common questions.
Start with the 30 minutes.
Bring the process that eats the most time. We'll tell you what we'd automate first.
30 minutes, no pitch deck. You leave knowing what automation would handle, and what it wouldn't.