Automation Consulting
We don't sell tools. We architect systems that run your business, then we build them, deploy them, and make sure they never break.
LIMITED AVAILABILITY · 3 ENGAGEMENTS PER QUARTER
What an engagement replaces
Every engagement is scoped to your operation on a discovery call, then quoted in writing. We publish how we work, not a price list.
The engagements
Automation Strategy
A complete automation blueprint for your business. We map every workflow, identify high-leverage opportunities, and hand you a prioritized roadmap you can execute on.
Quoted in writing after your discovery call · 3-month advisory minimum
- Full operational audit, every workflow mapped
- Automation opportunity scoring & priority matrix
- Custom automation architecture document
- Tool & platform recommendations (vendor-neutral)
- Weekly 1-on-1 advisory calls
- Implementation oversight & QA
- Priority email & Slack support
Full-Stack Build
We don't just plan, we build it all. End-to-end automation deployment across every department. AI agents, workflow orchestration, integrations, the works.
Build + retainer quoted in writing after scoping · 6-month minimum
- Everything in Automation Strategy
- Complete automation build-out (unlimited workflows)
- AI agent deployment for sales, ops, marketing, and support
- 15+ system integrations (CRM, ERP, email, calendar, social)
- Outreach & lead gen automation
- Content pipeline (TikTok, LinkedIn, email sequences)
- Bi-weekly optimization sessions
- Dedicated support channel + on-call technical support
Executive Installation
We fly to your office and build it in person. Five days on-site. Unlimited automations. Full team training. This is the highest level of service we offer.
Scoped after audit · travel & lodging included
- Everything in Full-Stack Build
- 5-day on-site deployment at your location
- Unlimited automations across all departments
- Hands-on team training & change management
- Custom AI agent team configured live with your data
- Infrastructure deployed on your terms (cloud or on-prem)
- 12-month support retainer included
- Quarterly on-site review sessions
What we automate
Every engagement is custom. These are the categories we build across most often.
/3.1 Sales & Outreach
Lead research, cold email sequences, CRM automation, pipeline tracking, follow-up cadences, proposal generation.
/3.2 Operations & Workflows
Invoice processing, document routing, employee onboarding, approval chains, exception handling, daily reports.
/3.3 Marketing & Content
Content calendars, social scheduling, script generation, SEO pipelines, email marketing, analytics dashboards.
/3.4 AI Agent Deployment
Custom AI agents for your vertical: support bots, intake wizards, data analysis, voice agents, internal copilots.
Engagement comparison
| Feature | Strategy | Full-Stack Build | Executive Install |
|---|---|---|---|
| Fee Structure | FIXED FEE + ADVISORY | FIXED BUILD + RETAINER | SCOPED AFTER AUDIT |
| Minimum Commitment | 3 months | 6 months | 12 months |
| Automation Scope | Roadmap only | Unlimited workflows | Unlimited + all depts |
| AI Agents | — | ✓ | ✓ |
| System Integrations | Recommendations | 15+ built & deployed | Unlimited |
| On-Site Deployment | — | — | ✓ |
| Team Training | — | Documentation | In-person |
| Advisory Calls | Weekly | Bi-weekly + on-call | Unlimited + quarterly on-site |
| Infrastructure | Your choice | Cloud-managed | Cloud or on-prem |
Every engagement begins with a discovery call. We'll audit your current operations, identify the highest-ROI automation targets, and scope the project before any commitment. The full fee is quoted in writing after scoping: no hidden fees, no surprise invoices. If we can't deliver measurable ROI, we'll tell you upfront.
Frequently asked
- WHAT KIND OF BUSINESSES DO YOU WORK WITH?
- We work with established businesses doing $1M+ in revenue that have real operational complexity: staffing firms, financial services, professional services, and agencies. If your team is still doing things manually that software could handle, we're a fit. We don't work with pre-revenue startups or businesses looking for a chatbot.
- HOW IS THIS DIFFERENT FROM A DEVELOPER OR AGENCY?
- Developers build what you spec. Agencies sell hours. We operate differently. We study your entire business, identify where automation creates the most leverage, and build systems that compound over time. Our systems use AI agents, not just scripts, which means they adapt and improve. And because we retain ongoing, we keep optimizing long after the initial build.
- WHAT DOES THE ON-SITE EXECUTIVE INSTALLATION LOOK LIKE?
- We fly to your office for five days. Days one and two are deep discovery and architecture, where we sit with every team, understand every workflow, and build the automation blueprint in real time. Days three through five are deployment, where we build, test, and go live while your team watches and learns. By the time we leave, your systems are running autonomously and your team knows how to operate them. Quarterly return visits are included for the first year.
- WHAT IF AUTOMATION ISN'T THE RIGHT FIT?
- We'll tell you on the discovery call. If your operations aren't complex enough to justify the investment, or if the ROI math doesn't work, we'll say so directly. We'd rather lose a deal than deliver something that doesn't move the needle.
- IS MY DATA SECURE?
- Yes. All systems are deployed on isolated infrastructure. For Executive Installation clients, we can deploy entirely on-premise if required. We use zero-data-training AI providers and can provide full security documentation for compliance teams. We've built for regulated, data-sensitive industries such as finance, tax, and professional services, and understand what's required.
Ready to automate at the highest level?
Book a discovery call. We'll audit your operations, identify the wins, and tell you exactly what we'd build, before you commit to anything.