How we work together
A four-step process designed to be clear, practical, and low-friction for small business owners.
Understand the Business
Learn what you are working with
Before any tool is mentioned, we take time to understand how your business actually operates. What tools do you use? What does your team's typical day look like? What are your goals, and where are things breaking down?
- A structured conversation about your current operations
- Review of the tools and platforms you already use
- Discussion of your team size, roles, and workflow patterns
- Identification of your biggest time sinks and frustrations
Typical Duration
30–60 minutes
What you get
A clear picture of your current state
Identify Repetitive Processes
Find the best candidates for automation
Not every task should be automated. We focus on finding the processes that are repetitive, predictable, and high-volume — the ones where AI can genuinely help without creating more complexity than it removes.
- Mapping the tasks that happen most frequently in your business
- Assessing which processes follow consistent, predictable patterns
- Prioritizing by time saved vs. implementation complexity
- Filtering out processes that need human judgment and context
Typical Duration
1–2 hours
What you get
A prioritized list of automation opportunities
Design the AI Workflow
Build a plan that actually fits your business
We design a practical workflow that integrates AI into your existing operations — not a theoretical ideal state, but a realistic plan based on what you actually have and what will genuinely work for your team.
- Selecting the right tools for your specific situation and budget
- Designing the step-by-step logic of each automation
- Planning for edge cases and exceptions
- Documenting the workflow clearly so your team understands it
Typical Duration
1–3 days
What you get
A documented workflow design and tool plan
Implement, Test, and Refine
Set it up, run it in real conditions, adjust
We set up the tools and workflows, test them with real data and real scenarios, and refine until everything runs reliably. We also make sure you and your team know how to use and maintain what we build.
- Hands-on setup and configuration of all tools and integrations
- Testing with real data and real-world edge cases
- Adjusting based on what actually happens during testing
- Training you and your team on the new workflow
Typical Duration
Varies by complexity
What you get
A working, tested automation + team training
Questions about the process
It depends on the complexity of what we are building. A simple email automation might take a few days from start to finish. A more involved multi-tool workflow could take two to three weeks. We will give you a realistic timeline before we start.
No. Our job is to handle the technical side. You need to understand your own business — we bring the AI and automation knowledge. We will explain everything in plain language and make sure you feel confident with the result.
We document everything clearly and train you on basic troubleshooting. We are also available for follow-up questions. If something breaks due to a tool update or configuration issue, we can help you resolve it.
Sometimes, but we try to work with what you already have whenever possible. When new tools are needed, we recommend options across a range of price points and explain exactly what each one does and costs.
In most cases, yes. Common small business tools — Gmail, Google Workspace, Calendly, HubSpot, Notion, Slack, QuickBooks, and many others — have strong integration options. We will assess your specific stack in the first step.
Ready to start step one?
The first conversation is free and straightforward. Tell us about your business and we will tell you honestly what we think AI can help with.
Start the Conversation