Everyone is telling you to "use AI" and nobody is telling you how. We audit how your team actually works, assess what your tools and data can support, and hand you a prioritized automation roadmap tied to real ROI. Then we build it.
Every business owner has heard it by now: use AI, or get left behind. Almost none of them have been told which workflow to start with, which tool actually fits their stack, or what the payback looks like in hours or dollars.
So most SMBs end up with a scattershot of subscriptions nobody uses, a slide deck from a consultant who has never shipped a line of code, or nothing at all because the mandate was too vague to act on.
That is the gap we close. A short, focused engagement that turns "use AI" into a ranked list of automations, each one tied to a number, each one something we already know how to build.
Every engagement is scoped to your real operation, not a template deck. You walk away with something concrete to build against.
We map how your team actually spends its hours today, workflow by workflow, before recommending a single tool.
An honest look at your data, systems, and process maturity, so you know what is buildable now versus what needs cleanup first.
We evaluate the platforms and models that actually fit your stack and your data, and tell you what to buy versus what to build custom.
Every workflow ranked by hours saved and cost to build, so you know exactly what to fund first and what it will pay back.
Recommendations that are already scoped to what we know how to ship, no gap between the plan and the engineering.
Approve the roadmap and the same team moves into the build engagement, no handoff, no re-scoping, no lost momentum.
A Bay Area tax and advisory firm serving over 800 clients with a team of five started with the same question every client asks us: where do we even start with AI. The audit and roadmap identified onboarding, document intake, and internal workflows as the highest-ROI targets.
That roadmap became 31 deployed systems across CRM, document management, communication, and billing. Onboarding dropped from 45 minutes per client to under 2. The strategy did not sit in a folder, it shipped.
Strategy engagements run in the same range as our builds. Exact scope depends on the size of your operation and confirmed on a short discovery call.
A short call and a review of how your team actually works today. We map the workflows costing you the most hours.
You get a prioritized automation roadmap ranked by ROI, plus a readiness assessment of your tools and data.
Approve the roadmap and we build the first workflow. Same team, no handoff, code you own.
Every recommendation in the roadmap is something we already know how to build. No strategy that dies because it was never buildable.
Each workflow is ranked by hours saved and cost to build, not by which tool has the flashiest demo.
Approve the roadmap and we start building. No new vendor, no re-scoping, no six months of procurement.
An operations audit of how your team actually works today, an AI readiness assessment of your tools and data, and a prioritized automation roadmap that ranks opportunities by hours saved and cost to build. You leave with a plan tied to real ROI, not a generic slide deck.
Most AI consultants hand you a deck and disappear. We are builders first. The strategy is scoped by the same people who will build it, so every recommendation is something we know how to ship, and the roadmap flows straight into a build engagement instead of dying in a drawer.
You start by mapping the workflows eating the most hours and the tools you already run, then ranking automation opportunities by real ROI. That is what the audit and roadmap give you: a specific, ordered list instead of a vague mandate.
Yes. Vendor and tool selection is part of the engagement. We evaluate the platforms and models that fit your stack and your data, and recommend what to buy versus what to build custom.
Strategy engagements are scoped on a short discovery call, in the same $500 to $5,000 range as our builds depending on the size of your operation. Most are delivered in one to two weeks, and the roadmap can move straight into a build the moment you approve it.
Tell us how your team actually works. We audit it, rank the opportunities, and hand you a plan the same team can build.