A clear, seven-step engagement
No mystery and no lock-in. Every engagement follows the same transparent path, so you always know what’s happening now and what comes next. You keep ownership of your accounts and data throughout.
Discovery Call
A short, no-obligation call to understand your goals, team size, current tools, and where time is being lost. We listen first and look for the few changes that would make the biggest difference.
Workflow & Tool Assessment
We review how work actually flows today and take stock of the AI and SaaS tools already in use. We identify repetitive tasks, manual handoffs, and gaps where the right tool or workflow would help.
Implementation Plan
You receive a written plan with clear scope, timeline, costs, and a definition of done. We agree on what we’ll build, which tools we’ll use, and how success will be measured before any work begins.
Team Training
Live, role-specific sessions teach your team to use AI tools on real tasks. Training is recorded and paired with simple written guides, so new hires can get up to speed later without starting from scratch.
SaaS Tool Setup
We configure the tools your workflows depend on — accounts, permissions, integrations, and sensible defaults — and document everything. Where helpful, we use company-controlled training environments so nothing is tested on your live data.
Monthly Review
For ongoing clients, we review what’s working, track active subscriptions, check vendor billing, and prepare a clear monthly expense summary. Small adjustments keep workflows healthy as your team and tools evolve.
Ongoing Support
A single point of contact for questions, small changes, and the next round of improvements. As your needs grow, we help you expand workflows, train new people, and adopt new tools at a sensible pace.
Working with us, in practice
Written scope
Every engagement is defined in writing before work starts — scope, timeline, and price. No open-ended billing.
You stay in control
Accounts, licenses, and data remain yours. We document configurations and hand everything over cleanly.
Remote-first
We deliver remotely across time zones, with recordings and written guides so nothing depends on one meeting.