We audit your operation, rank every automation by hours saved and build cost, and hand you a phased plan you can act on — with us, or without us.
It's that nobody in the building can tell you what to build first. Every SaaS vendor, consultant, and internal stakeholder has an opinion. None of them have seen your whole operation end-to-end.
You have forty employees, twenty tools, fifteen broken handoffs — and zero clarity on which one is bleeding you the most.
Most operators we meet have already tried the obvious thing: buy another tool. Hire another ops person. Run another offsite. Hope the problem surfaces.
None of that works, because the problem isn't execution. The problem is that your highest-leverage automation is invisible from the inside.
Most agencies start with a build. We start with a map. That single inversion is why our clients' first build ships the highest-ROI automation in the operation — not whatever was easiest to scope.
→ Entry point
The map before the build. A complete, opinionated audit of your operation — where time, money, and attention are actually leaking — and a ranked plan for what to fix first.
→ Execution
We build what came out of Phase 1, in the order Phase 1 prioritized. No scope debates, no mid-project direction changes. The Blueprint is the scope.
→ Compounding
Automations decay. Tools change. Teams evolve. The retainer is how the systems keep compounding instead of quietly rotting for six months before someone notices.
By the end of week two, you have a single artifact everyone from the CEO to the VP of Ops references in the same meeting. Six things you walk away with — whether you hire us to build any of it or not.
We map every recurring process across sales, ops, finance, marketing, and customer success. Not the processes your org chart says exist — the ones actually running. Most clients learn something uncomfortable on page one.
| DEPT | PROCESS | HRS | AUTO? |
|---|---|---|---|
| Sales | Lead intake → qualify → route | 14/wk | ● |
| Sales | Quote generation & approval | 9/wk | ● |
| Ops | Job scheduling & dispatch | 22/wk | ● |
| Ops | Vendor onboarding packet | 6/wk | ○ |
| Finance | AR follow-up sequence | 11/wk | ○ |
| CS | Renewal risk flagging | 5/wk | ○ |
Redacted excerpt from a recent engagement (logistics SMB, $14M revenue, 48 FTE). Click a department to see what the Blueprint found. Every finding ties to an hour count, a dollar figure, or a risk band.
Real Blueprints run ~40 pages. This is roughly 4% of a deliverable.
Outcomes we design for on every engagement. Not features — outcomes you can put in front of a CFO.
Reports, re-keying, copy-paste between tools. The stuff that fills half your team’s day without moving the business.
Quantified per-role, per-process. You’ll see the exact line items that are eating the most time.
Most clients unlock 1.5–3 FTE of capacity before their next ops hire — because the automation handles what the headcount would have.
Sales-to-ops, ops-to-finance, finance-to-leadership. Every seam is a place work drops. We make the handoffs automatic.
That 14-step workflow exists because someone left in 2022. We cut steps, we don’t codify them.
Finally knowing where hours and money actually leak — by team, by process, by dollar — changes every conversation in the room.
Most automation agencies skip the hard question — what should we actually build? — and go straight to the build. We answer that question first, then bring decades of implementation experience to the work itself.
Phase 1 delivers a complete picture of your operation in two weeks, fixed fee. Phase 2 turns that plan into working systems — built by the same team that wrote the plan.
No discovery theater. No scope creep. One artifact, one team, one accountable outcome from audit through deployment.
Aggregated outcomes across recent engagements. Every number below ties back to a specific process, a specific team, and a specific before-and-after in the Blueprint.
“Two weeks in, we had the first document anyone in the building agreed on in two years. The Blueprint didn't invent new problems — it named the ones everyone already knew and forced us to rank them.
COO · Logistics, ~50 FTE (identity withheld pending release)
Thirty minutes. We'll ask about your operation, tell you honestly if a Blueprint is right for you, and scope it on the same call if it is.
If it's a fit, we'll scope the Blueprint on that call. If not, you'll still leave with two or three things you can act on this quarter. That happens about a third of the time, and we're fine with it.