Process

Four stages. A deliverable at every one.

You always know what happens next, what you're paying for, and what you own. The engagement is designed so that stopping after any stage still leaves you with something useful.

01

Week 1

Audit

We map the target workflow end to end: every step, owner, tool, handoff, and failure point. You get the map and a scored list of automation candidates ranked by ROI and feasibility — whether or not we work together after this.

You get: Workflow map + scored opportunity list

02

Week 2

Blueprint

The chosen process is designed in full: triggers, logic, edge cases, escalation paths, and the exact stack. The blueprint states what the system will do, what it will cost to run, and what it will not attempt — in writing.

You get: Build spec with architecture diagram

03

Weeks 3–4

Build & monitor

The system is built, tested against real cases (not demo data), and launched with monitoring. Nothing goes live without an exception path: every automated action knows when to hand back to a human.

You get: Live system + monitoring dashboard

04

Ongoing

Operate

The system is maintained as your business changes: adjusted triggers, new edge cases, and a monthly report of what it did and where humans intervened. Automation that isn't maintained quietly rots.

You get: Monthly system report

What we won't do

Constraints, stated up front.

  • Propose tooling before the workflow is mapped.
  • Run a system without an exception path — every automated action knows when to escalate to a human.
  • Quote a fixed price before the audit, then discover the scope was different.
  • Build something that needs me on speed dial to keep running. You get documentation and ownership of everything.

Pricing is quoted after the audit, when the scope is actually known. The audit has a fixed fee that is credited toward the build if we proceed.

Next step

Start with the audit.

A fixed-fee engagement that ends with a scored list of automation candidates — useful on its own, credited toward the build if we continue.

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