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From first conversation to
full automation.

Here's exactly how we work — no surprises, no mystery. Every step is designed to keep you in the loop without eating up your time.

Four phases. Zero mystery.

Every project follows the same proven path. Here's what to expect at each stage.

PHASE 1

Discovery

Week 1

What happens

  • We talk to you about what's eating up time
  • We look at your current workflows — tools, steps, pain points
  • We identify what can be automated and its impact

What you'll get

  • A clear map of where time is being lost
  • Specific recommendations with estimated time savings
  • No obligation to move forward

Your involvement

2–3 conversations, ~2 hours total
PHASE 2

Planning

Week 2

What happens

  • We design the solution — what gets automated, how it connects to your tools
  • We create a project plan with timeline and milestones
  • We walk you through everything in plain English

What you'll get

  • A complete blueprint of what we'll build
  • Clear timeline with weekly milestones
  • Fixed price quote — no surprises

Your involvement

1–2 review sessions, ~1 hour total
PHASE 3

Building

Weeks 3–8

What happens

  • We build in weekly sprints — you see progress every week
  • We test with your real data (securely)
  • We adjust based on your feedback

What you'll get

  • Working demos every week
  • Direct access to our team for questions
  • A system that actually fits how you work

Your involvement

30-minute weekly check-in
PHASE 4

Launch & Support

Ongoing

What happens

  • We deploy to production with zero disruption
  • We train your team — everyone knows how to use it
  • We monitor performance and fix issues before you notice

What you'll get

  • Training sessions for your team
  • Performance dashboard
  • Ongoing support and optimization

Your involvement

Training session, then minimal — it just works

Timeline expectations

Every business is different. We'll give you an accurate timeline after our first conversation.

Project Type Typical Timeline
Simple automation 1–2 workflows
2–4 weeks
Medium complexity 3–5 workflows
4–8 weeks
Large implementation Full system overhaul
8–12 weeks

Questions?
We've got answers.

If your question isn't here, just ask — we're happy to explain anything.

No. We translate AI to English. You just need to know what's taking up your team's time.

No. Automation handles busywork so your team can do more valuable work. We're not replacing people — we're giving them their time back.

We'll know pretty quickly in the Discovery phase if automation is a good fit. If it's not, we'll tell you — no charge.

It depends on complexity. Simple automations start around a few thousand dollars. We always provide a fixed quote before any work begins — no surprises.

Your data stays yours. We're HIPAA-ready, SOC 2 aligned, and we never use your data to train AI models.

Ready to get started?

Let's find out where automation can give your team its time back.

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