Transparent, structured, and built for busy founders.
No black box. You know what is happening in each phase, what you need to provide, and what I will deliver.
Discover and Map
This phase is about understanding how your business actually works, not how you think it works. I audit tools, run a workflow interview, and map every handoff.
- →90-minute kickoff and workflow interview
- →Full audit of tools, integrations, and data flows
- →Identify time-wasting areas and broken handoffs
- →Deliver the Business Systems Map
- →Access to your main tools (view-only is fine)
- →90 minutes for the kickoff call
- →Your three biggest pain points in writing
Design the Architecture
Using the map as the foundation, I design the tool stack and automation logic. You review and approve before anything is built.
- →Recommend the right tools for your specific situation
- →Design the automation logic for each workflow
- →Define the AI use cases with expected time savings
- →Present the architecture for your sign-off
- →45-minute architecture review call
- →Feedback and approval on the proposed stack
- →Budget context for any new tool recommendations
Implement and Automate
I build every automation and AI workflow in your live environment. You see progress in real time. Everything is tested before handoff.
- →Configure and connect all approved tools
- →Build automations with Zapier, Make, or n8n
- →Set up AI workflows and prompts
- →Test every automation end-to-end
- →Admin access to the relevant tools
- →Quick async replies during build phase (under 1 hr/day)
- →Test data to run automations against
Document and Train
The build is only complete when your team can run it without me. I write the SOPs and run a live training session so the handoff is real.
- →Write SOPs for every new workflow
- →Record a walkthrough video of the full system
- →Run a live training session with your team
- →Answer questions and refine for 7 days post-launch
- →60-minute team training session
- →Feedback on SOPs within 3 days
- →Confirmation that the system is working as expected
The outcomes you can expect.
Saved per week through automation of repetitive tasks
Reduction in onboarding time for new customers and team members
Of workflows documented and owned by your team, not me
See how this applies to your business.
Book a free audit call and we will walk through your specific situation together.
Book a Call →