How We Work

Consulting That Fits Your Situation

No product tiers or one-size-fits-all packages. We start with a conversation and design an engagement around your goals.

How engagements work

1

Discovery call

We learn your goals, constraints, and current setup.

2

Assessment & proposal

You receive a clear scope, approach, and investment.

3

Kickoff

We align on success criteria and get to work.

4

Delivery & iteration

We deliver, measure, and refine with you.

Ways we work with you

Strategy & Assessment

We map your operations, identify high-impact AI opportunities, and deliver a clear roadmap. Ideal before any implementation.

  • Current-state audit
  • Prioritized opportunity map
  • ROI and timeline estimates
  • Go/no-go recommendation

Implementation

We design and deploy AI agent teams for specific departments or workflows. Scope and investment are defined together after discovery.

  • Custom agent configuration
  • Tool integration and workflows
  • Handoff and documentation
  • Success metrics defined

Ongoing Partnership

Retainer-based support to run, optimize, and expand your AI operations. Cadence and scope tailored to your needs.

  • Dedicated point of contact
  • Ongoing optimization
  • New use cases as you scale
  • Transparent reporting

Every engagement starts with a discovery call. We'll listen, ask questions, and tell you how we can help—with no obligation.

Common questions

Every engagement starts with a discovery call. We learn your goals, current setup, and constraints, then provide a clear proposal with scope, approach, and investment. No surprises—you decide before we start.

A 30-minute conversation to understand your operations, where AI can add the most value, and what success looks like for you. We'll tell you if we're a fit and outline next steps. No commitment required.

Both. We do strategy and implementation projects with a defined scope and timeline, and we also offer ongoing retainers for teams who want a dedicated partner to run and expand their AI operations.

That's what the strategy and assessment engagement is for. We help you prioritize and build a roadmap. Many clients start there before committing to implementation or a retainer.

Yes. We sign NDAs before any substantive discussion. We integrate with your existing stack (CRM, email, project tools) and work within your security and compliance requirements.

Getting started

We can start within 48 hours of signing. Our onboarding process is streamlined - we do a discovery call on Day 1 and have your AI agent team configured and deployed by Day 2-3.

We need access to your existing tools (CRM, email, project management), a brief on your current processes, and clarity on your goals. We handle the rest.

Absolutely. We sign NDAs before any discovery call. Your data and business information are treated with the highest level of confidentiality.

No problem. We can start with a single department or use case - like just marketing or just support - and expand as you see results.

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