Process and cost mapping
We document how work actually flows today — not the org chart version — and attach hours, headcount, and error rates to each step.
A defensible baseline
Services
Three practice areas, sold separately.
Strategy without implementation is a document. Implementation without strategy is an expensive guess. Most clients buy them in sequence, but you are not obliged to.
Practice 01
AI Strategy Consulting
Before anything gets built, someone has to decide what is worth building. That decision is usually made on vendor demos and pressure from a board, which is how companies end up with an expensive assistant nobody uses. We do the unglamorous version: map the processes, put a number on them, and rank the opportunities against effort and risk.
- DurationTwo to four weeks
- PricingFixed price, agreed before we start
- Works forCompanies with several plausible AI ideas and no basis for choosing between them
- PrerequisiteAccess to the people who actually run the processes
Included in a strategy engagement
Opportunity assessment
Each candidate initiative is scored on value, technical feasibility against your real systems, and what it costs to run once live.
Ranked, not listed
Build, buy, or skip
For each opportunity: build it custom, buy an existing product, or leave it alone. Off-the-shelf frequently wins, and we will say so.
Honest recommendations
Data and systems readiness
What state your data is in, which systems expose usable APIs, and what has to be fixed before any of the rest is possible.
Blockers surfaced early
Sequenced roadmap
What to build first, what depends on what, and where the natural stopping points are if budget changes.
A plan with an order
Risk and governance review
Where the system could cause harm, what needs human approval, and what your regulatory and privacy exposure looks like.
Known failure modes
Practice 02
Custom AI Agents
An agent earns its keep when it is pointed at one process someone can describe end to end, including the exceptions. We build against that process, define what correct behaviour means before writing code, and put approval gates wherever the system touches a customer, a payment, or a record of any consequence.
- DurationFour to twelve weeks, depending on integration surface
- PricingFixed price per agent, staged against milestones
- Works forProcesses with real volume and describable rules
- PrerequisiteA named owner on your side for the process being automated
Agents we are commonly asked to build
Lead response agent
Reads an inbound enquiry, qualifies intent, answers what it can, books the meeting, and routes anything ambiguous to a person with context attached.
Response time in seconds
Inbox and ticket triage
Classifies every inbound message, drafts a suggested reply, routes to the right owner, and escalates anything urgent or sensitive.
Less time sorting
Proposal and quote drafting
Gathers requirements, pulls from historical pricing, and produces a formatted draft for a human to review and send.
Faster turnaround
Internal knowledge assistant
Answers staff questions from your documented procedures, and logs the ones it could not answer so the gaps get filled.
Fewer interruptions
Research and monitoring agents
Watches sources you care about — competitors, filings, listings, pricing — and reports what changed rather than everything it saw.
Signal, not a feed
Document processing
Extracts structured data from invoices, contracts, forms, and reports, with confidence thresholds that route uncertain cases to review.
Manual entry removed
Practice 03
Workflow Automation
A significant share of what gets called AI work involves no model at all. It is data that never moves between two systems, a follow-up nobody owns, or a report someone rebuilds by hand every Monday. This work is cheaper, faster, and more reliable than agent development, and we will steer you here whenever it solves the problem.
- DurationTwo to eight weeks, scoped per workflow
- PricingFixed price per workflow
- Works forManual handoffs between systems you already pay for
- PrerequisiteAdmin access to the systems being connected
Automations we are commonly asked to build
Systems integration
Connect the tools that were never designed to talk to each other, so data stops being re-keyed between them by hand.
One source of truth
Follow-up sequences
Structured follow-up that runs whether or not anyone remembers: reviews, re-engagement, renewals, and post-service checks.
Nothing goes quiet
Pipeline and exception monitoring
Watches for work that has stalled past a threshold you set and surfaces it with the context needed to act.
Stalls become visible
Receivables and reminders
Staged reminder sequences on outstanding invoices and appointments, escalating to a person at the point you specify.
Faster collection
Reporting automation
The weekly numbers assembled and delivered without anyone rebuilding a spreadsheet — in plain language, not another dashboard login.
Reports that arrive
Automation health checks
Monitoring on the automations themselves, because integrations break silently and usually announce it through lost revenue.
Failures caught early
Commercials
Fixed price, staged, no hourly billing.
Hourly billing rewards the wrong thing. Every engagement is quoted as a fixed price against a defined scope, with payment staged against milestones you can verify.
- DiagnosticPaid, fixed price, and scoped to one process. Produces a written assessment and an implementation proposal. Stopping here is a legitimate outcome.
- ImplementationQuoted from the diagnostic, so the number is based on what we found rather than what we guessed. Staged against milestones.
- SupportOptional monthly retainer covering monitoring, tuning, and failure handling. Cancellable. Systems drift, and someone has to watch them.
- OwnershipYou own the accounts, credentials, and source. If the engagement ends, the systems keep running and another team can maintain them from the documentation.
By industry
Worked examples.
Detailed breakdowns of how these engagements run in specific industries, including the processes involved and where the approval gates sit.
Custom AI agents
How agent engagements are scoped, built, and evaluated against a defined process.
Read moreFront-office overflow
Handling inbound volume that exceeds what the front desk can answer live.
Read moreGoHighLevel automation
Pipeline, follow-up, and reporting automation inside an existing GHL deployment.
Read moreHome services
Speed-to-lead and dispatch coordination for trades and field service operations.
Read moreMed spa
Missed-call recovery and booking workflows for appointment-driven clinics.
Read moreDental practices
Recovering missed calls and reducing no-shows across a practice calendar.
Read moreNot sure which of the three you need?
That is what the diagnostic is for. Most companies arrive convinced they need an agent and leave with a workflow automation that costs a fraction as much. Book a consultation