The Process

From audit to live systems
in 4–6 weeks.

A repeatable, structured process that removes guesswork and delivers working automations — not recommendations.

5-step process: Book Audit → 2-Week Audit → Implementation Kickoff → Deploy Live Systems → ROI Tracking
01

Book Your Audit Call

Day 1

A free 30-minute call to understand your business, your biggest manual bottlenecks, and whether we're a fit. No pitch deck. Just questions.

You'll complete a short async intake form before the call so we arrive prepared. By the end, you'll know exactly what the audit covers and what it costs.

02

2-Week AI Audit

Weeks 1–2

We map your current processes, interview your team (async or live), and score every manual task by automation potential and ROI.

Deliverable: a prioritised opportunity matrix with 5–10 automation wins, an ROI calculator, tool recommendations, and a recorded debrief.

2-Week AI Audit
03

Implementation Kickoff

Week 3

We agree on the first 2–3 automations to build. Scope is fixed. Timeline is fixed. No scope creep, no surprises.

You get a project brief, a Notion workspace with progress tracking, and a weekly async update. You stay informed without being pulled into meetings.

04

Deploy Live Systems

Weeks 4–6

We build, test, and deploy your automations into production. Connected to your real tools — CRM, email, Slack, databases.

Every system is documented, tested with real data, and handed over with a loom walkthrough. You own the workflows.

Deploy Live Systems
05

ROI Tracking

Ongoing

We set up tracking so you can see time saved, error reduction, and revenue impact. Numbers, not vibes.

Monthly check-ins available under Managed AI. Or you take the wheel — your systems, your data.

What people ask before starting

Do I need to be technical?

No. We handle all the technical work. You need to understand your business processes — we translate that into automations.

What tools do you build on?

n8n, Make (Integromat), custom Python agents, OpenAI/Anthropic APIs, and direct integrations with your existing stack (HubSpot, Salesforce, Notion, Slack, etc.).

What if I want to change scope mid-project?

We scope tightly to avoid this. If priorities genuinely shift, we re-scope formally — no silent scope creep.

Who owns the systems after delivery?

You do. We hand over full access, documentation, and a recorded walkthrough. You can run them independently or keep us on for Managed AI.

Ready to start the process?

Book a free 30-min call. We'll confirm fit and outline your audit scope.

Book the Audit Call