02 · Implementation
Custom automation built around how your business actually works. Deep integrations between your existing tools — API-level, not just Zapier flows. Systems that run quietly in the background so your team doesn't have to think about it.
Who It's For
You've completed the AI Audit (or you know exactly what needs automating). Now it's time to build systems that actually run.
You've identified 2–5 workflows that are costing you hours every week.
You're tired of manual handoffs, data entry, and follow-up that should run itself.
You want deep integrations — not surface-level Zapier flows that break.
You need systems your team can actually use without a PhD in prompt engineering.
Scope
Six workstreams in every engagement. Each one is built to survive the real world — your team's real workflow, your existing stack, and the quirks that make every business different.
01
End-to-end automation across sales, operations, finance, HR, and beyond. Trigger → process → output, with human review where it matters.
02
API-level connections between your existing systems. CRM to accounting. Intake to onboarding. Reporting to dashboard. No rip-and-replace — we build on what you already use.
03
Drafts, summaries, triage, and routing that AI handles first — your team reviews and approves. Proposals in minutes instead of hours. Reports that write themselves.
04
Every automation documented: what it does, how it works, who owns it, what to do if it breaks. Screenshots, fallback steps, escalation paths.
05
Live handoff session with your team. We don't just build and leave — we make sure your people are confident using it.
06
30–90 days of support after go-live. We monitor, tune, and fix anything that doesn't hold up in the real world.
The Process
Four phases, one trajectory. Most engagements move through these in sequence — though scoping and build often overlap on smaller projects.
Week 1–2
Detailed requirements, system access, integration mapping.
Week 3–6
Core automations developed, tested, iterated.
Week 7–8
Go-live, team training, SOP delivery.
Week 9–12+
Monitoring, tuning, optimization.
Timeline varies by scope. Simpler builds (1–2 workflows) finish in 4–6 weeks. Multi-department projects take 8–12 weeks.
Track Record
Two builds across two industries. The roadmaps came from the audit — these are the numbers that came out the other side once the systems went live.
CPA Firm
90%
Time saved on onboarding
Client onboarding cut from 8 hours to 45 minutes. Onboarded 40% more clients — same headcount.
Real Estate Group
127%
Lead-to-meeting conversion lift
AI lead pipeline delivered 127% increase in lead-to-meeting conversion. Same team, more deals.
FAQ
Usually, yes. The audit identifies exactly what to build, in what order, and what the ROI looks like. If you already have a clear scope and just need someone to build it, we can discuss skipping straight to the build.
Whatever you already use. CRMs, accounting software, project management, email, scheduling, document management — we integrate with your existing stack. We also bring in new tools where they make sense, always with a vendor-neutral recommendation.
Every build includes 30–90 days of post-launch support. We monitor, tune, and fix. After that, the AI Partnership retainer keeps systems running at peak — but it's optional.
Most engagements fall between $25,000 and $50,000, scoped based on your audit findings. Simpler builds (1–2 workflows) come in lower. Complex multi-department projects with advanced integrations can go higher. You'll know the exact number before we start.
Get Started
Thirty minutes with the founder. Walk through your operations, leave with a real sense of which workflows would build first — and what it would take to ship them.
30 minutes. No pitch. No obligation. Mid-market businesses only.