How we work

Here's exactly what working with us looks like

One engagement. Two possible starting points. Same outcome: AI built into your actual operations.

It starts here

The AI Audit

Every engagement begins with a deep dive into your operations. We map every process, tool, and workflow in your business, then identify exactly where AI and automation will have the highest impact.

You get a clear, prioritized roadmap, not a vague strategy deck. If we find AI won't meaningfully help your business, we'll tell you. But across every business we've audited, we've always found high-impact opportunities.

What the audit delivers

  • Full mapping of every process, tool, and workflow in your business
  • Prioritized list of AI and automation opportunities ranked by impact
  • Clear implementation roadmap: what to build first, second, third
  • Honest assessment: if AI won't move the needle, we'll tell you

Timeline

1–2 weeks

Format

Remote interviews + process walkthroughs

After the audit

Two paths, same destination

The audit reveals where you are. From there, the path depends on what you already have in place.

A

You already have systems

Notion, ClickUp, Airtable, or anything else

We implement AI and automation directly into your existing workflows. No migration, no disruption. Just new capabilities layered on top of what already works.

  • →AI integrations into your current tools
  • →Workflow automation between systems
  • →Custom AI assistants for your team
  • →Training and documentation
B

You don't have systems yet

Running on memory, spreadsheets, or Slack DMs

We build your operational foundation in Notion first: a complete workspace for your leads, clients, projects, and SOPs. Then we layer AI and automation on top. You get both in one engagement.

  • →Full Notion workspace built for your business
  • →Process mapping and operational design
  • →AI and automation layered on top
  • →Training and documentation

Both paths end the same way: your team running an AI-powered operation, with full ownership of everything we build.

What we build

Real examples, not buzzwords

Every business is different, but here are the kinds of things we build. The audit determines which of these (and what else) applies to you.

AI-powered proposals

Generate custom proposals from a brief conversation instead of writing from scratch every time.

Automated lead qualification

Leads get scored, routed, and followed up with before you even see them.

Smart email triage

AI reads, categorizes, and drafts responses to incoming emails so you handle only what matters.

Client onboarding flows

New clients get welcome emails, contracts, folders, and tasks created automatically.

Automated reporting

Weekly reports pull from your tools and land in your inbox. No spreadsheet wrangling.

Intelligent data entry

Information flows between your tools automatically instead of being copy-pasted by hand.

Fit check

Is this right for you?

This is for you if

  • Service businesses doing $500K+ in revenue
  • Agencies, consultancies, coaches, professional services
  • Founders who know AI matters but don't know where to start
  • Teams already using tools like Notion, ClickUp, Slack, or similar
  • Businesses ready to invest in implementation, not just advice

This is not for you if

  • Businesses looking for a ChatGPT tutorial
  • Companies that want a strategy deck but won't implement
  • Anyone looking for the cheapest option
  • Businesses not willing to change existing workflows

Ready to find out where AI fits your business?

Book a call. We'll learn about your business, and if we're a fit, map out exactly where to start.

Book a Call

“My business feels completely renewed.” - Callan, REI Optimize