Start with a free Operations Audit, build one useful workflow, then expand when it works.
Three ways to work with us
Not sure where to begin? Start with the free audit. Already know what you need? Discuss a sprint.
1. Start here
The Operations Audit
Free
Four questions, about a minute, scored instantly
Find your weakest operational area and a recommended first fix. Answer four questions for an instant score, with optional follow-ups for a more detailed assessment.
A score out of 100, with the status band it falls in
Your operation mapped across Visibility, Routing, Execution and Oversight
Your weakest area named, and the first fix we would recommend for it
Eight optional follow-ups for a more detailed assessment
Your recommended first fix by email, with the score breakdown, your answers and any notes you added
An optional follow-up call to discuss your workflow and agree the next step
2. Build one workflow
First Automation Sprint
Custom proposal
Weeks, not months
Build one useful workflow around your first priority: an agent, automation, CRM process, report or handoff. Agree how to measure its impact before the build starts.
One production workflow built around your operation
Team training and documentation so results last
Measurement plan agreed before the build starts
Clear ROI reporting once the workflow is live
3. Ongoing support
AI Ops Partnership
Custom proposal
Ongoing
Expand what works with recurring agents, CRM improvements, dashboards and ongoing optimization. Choose a fixed-price project, retainer or outcome-based engagement to suit the scope.
Prefer a checklist by email? Review lead handling, inbox, reporting, CRM hygiene and handoffs with ten yes/no questions. Reply with your result for a recommended first automation.
Get your first step by email
Ten questions, about five minutes, with score interpretation and a direct reply channel to the founder.
Use this comparison to prepare for a scoping conversation. Your proposal defines the final deliverables, schedule, costs and support commitments.
First Automation Sprint and AI Ops Partnership: scope and responsibilities
What to agree
First Automation Sprint
AI Ops Partnership
Starting point
One workflow with a defined owner and bottleneck.
An existing workflow you want to maintain or expand.
Deliverables
One production workflow, training, documentation and a measurement plan.
An agreed set of improvements, monitoring, documentation and ongoing optimization.
What you bring
A process owner, representative examples and access to the tools involved.
A point of contact, current priorities and feedback from the people using the workflows.
Scope boundaries
Agree the systems, handoffs and exceptions included before the build starts.
Agree which workflows are covered and how new requests will be prioritized.
Support
Confirm the handover and post-launch support period in your proposal.
Confirm the support schedule, response expectations and maintenance scope in your agreement.
Price
Custom proposal based on workflow complexity, integrations and data readiness.
Custom proposal based on the agreed scope and engagement model.
Ask your proposal to separate implementation fees from software subscriptions, hosting and usage charges, and to state what happens when scope changes. The free audit is a starting assessment; it does not include an implementation or establish savings for your business.
The first-step checklist and Operations Audit are free. The checklist has ten yes/no questions and is delivered by email. The audit begins with four questions and produces an instant score, with eight optional follow-ups to refine the assessment.
What does the first automation sprint include?
The sprint builds one production workflow around the first fix your audit recommends. It includes team training, documentation, and an agreed measurement plan. Example workflows include inbox triage, CRM updates, reporting, and handoffs between teams.
How much do implementation and ongoing support cost?
The first automation sprint and AI Ops Partnership use a custom proposal. Scope and the engagement model depend on your operation. The partnership can cover recurring agents, CRM improvements, dashboards, monitoring, documentation, and ongoing optimization.
Is the first workflow worth building?
Work through task volume, review effort and running costs before estimating the value of automation.
