Measure.
Start with a consultation and needs assessment. Agree a proposal for the work ahead, then define the business and build a canon for your approval.
A clear scope & a founder-approved canonOur Method / Business first
Before the software comes a shared understanding of the business—and the way you want it to operate.
The foundation / Your business canon
The tools come after
the business is clear.
Before we configure the tools, we help you articulate what your business is and how you want it to operate.
Together, we turn that into a practical business canon: a written source of truth you approve, used to guide AI responses to specific tasks.
We turn the approved canon into task-specific instructions and templates, test them against real examples, then refine and maintain the reference as your business evolves.
Explore the work we can buildFrom discovery to handoff
A practical method for defining the business, testing useful workflows, and equipping your team to keep going.
Start with a consultation and needs assessment. Agree a proposal for the work ahead, then define the business and build a canon for your approval.
A clear scope & a founder-approved canonTurn the approved canon into task-specific instructions and templates. Configure suitable tools and supported connections, test real examples, and refine the workflow and human review points.
A tested workflow & documented limitationsTrain your team, document the workflow, and hand over source files in accounts you own. Agree how the canon stays current. Expand after the first workflow works for your team.
Training, source files & an operating playbookAgreed before we begin
Trust comes from knowing what a system can do, what it can access, and when a person needs to step in.
Your accounts.
Your approvals.
Your team’s judgment.
The starting point is supervised work: AI prepares summaries, drafts, and proposed next steps. Your team reviews them. Any action permissions must be explicitly agreed, tested, and documented within the pilot.
You do. We build in client-owned accounts and agree on access before setup. Your team receives the source files, workflow documentation, reusable materials, and training to operate the system. Software costs are discussed before setup and scoped separately.
The choice follows your needs, existing tools, budget, and data requirements. We assess fit during discovery and explain the tradeoffs before recommending a platform or connecting business systems.
We agree on which information can be used, who can access it, and what must stay out. Data settings, retention, and access controls depend on the selected platform and plan. We review those constraints with you before introducing business data.
Start with a free conversation. The $750 consultation includes a needs assessment, priorities, and written implementation direction. Canon development, setup, and integration follow a separate proposal. Explore the client roadmap
We review the results together and complete training and handoff. Optional support can include reviews, troubleshooting, and workflow refinement. We agree the support scope, availability, and response expectations before it begins.
Let’s find your starting point
A focused conversation about your business, a recurring task, and what a useful pilot could look like.