Consulting
Start with the job that keeps landing back on one person.
We take one recurring workflow and build it into a system your team can see and run. The follow-up on day three. The job file that hasn't moved in two weeks. The work order that never got created after the estimate went out. The estimate itself, drafted from the photos your tech already took. Built live in your accounts, documented as we go, with a person approving anything that leaves the building.
Free 30-minute call. You leave knowing the first process worth moving, whether or not we work together.
“You really have taught me so much. The value has been immeasurable.”
Meisha Anderson, nutritionist
427
tickets scored, one by one, to prove the method on her own work
Where to start
One path. You decide how far.
Step one
Free
Strategy call.
Thirty minutes. Bring the one job that lives in someone's head. You leave knowing what it would take to get it out, whether or not you hire us.
Four hours, in a room
$500 a seat
Public workshop.
Half a day with other owners. You bring your phone and one job. You talk it through for 90 seconds, we turn the recording into a written procedure in front of you, and you leave with the file and the thin spots flagged. See the workshops
Half a day, your team
$7,500
Private workshop.
Same method, your team, your jobs. By the end of the day one process is documented and one AI check is running against your standard, on your logins.
Three to six weeks
From $15,000
Build.
We map one process end to end, build the system, and hand it to your team with a checklist they grade it against. We stay until they run it without us.
If this sounds familiar
The work is getting done. The system isn't.
Off your team's plate.
The job list your office manager retypes every morning. The 40 resumes somebody has to read by Friday. The work orders that pile up because they're a step after the step everyone remembers. Anything with a fixed set of steps and no judgment call becomes something your team reviews instead of types.
Out of your head.
The gate codes. The carrier that wants the scope written its way. The client who unplugs the dehumidifier because of the noise. Your team asks the doc first, and the doc actually has the answer.
Follow-ups that run.
Day one, day three, day 14. Proposals, job updates, past-due invoices. Drafted in your words, queued, approved by a person, sent. Nobody has to remember.
Your team, multiplied.
One owner put it to his estimator this way: to hit the growth number he'd need four more of him. Or one more of him, and everyone gets paid more. That's the version we build toward. Nobody gets replaced. The boring part of the job does.
The method
First, make the work visible. Then decide what AI can safely do.
Six steps, in order. Click any step for the detail.
1 Pick the job
The one that would wobble if your best person were out for two weeks. Usually it's the one everybody already complains about in the production meeting.
2 Map the real work
Your person talks through the job out loud for 90 seconds, like they're training their replacement on their last day. We record it. That transcript becomes the first draft of the procedure, and it's usually more accurate than any SOP in the building.
3 Pull out the judgment
The steps are the easy part. We go back for the reasons. Why this carrier gets scoped differently. Why day three and not day five. What you check before you hit send. The draft flags every place a decision isn't explained yet, so we know exactly what to ask.
4 Build the smallest useful system
One workflow in the tools you already have. If the job runs on a spreadsheet, Teams, and QuickBooks, that's where it runs. One standard AI subscription is usually enough to start. Custom agents come later, if the job ever needs them.
5 Test it on real or approved inputs
It runs on real jobs from your pipeline while a person checks every output against your standard. If it breaks on the third job, we fix it before we call it done.
6 Hand it off cleanly
Your team gets the procedure, the checklist they grade the output against, and the recording. Knowing how to do the job by hand stops being the requirement. Knowing what a good one looks like is.
Your accounts. Your logins. Documented as we go. A clean handoff.
What you receive
Paper you can run the business on.
Current-state workflow map: every step, who does it, which system it lives in.
Decision and exception log: the judgment calls, written down, with the reason behind each one.
One working AI workflow, or an approval-gated operational check, running in your accounts.
Test notes: what it ran on, where it broke, and the fallback for when it does.
Source and ownership map: which system is the truth for each field, and who owns updating it.
A clean SOP or checklist your team grades the output against.
Human review at every point where something leaves the building.
Team handoff and a written recommendation for the next job worth moving.
What you get depends on the job we pick and the systems it touches. You'll know the list before we start.
Bring the work that keeps waiting on you
Pick a job. Watch it stop waiting on you.
Sample data, real shape. Tap a job, or any row, and watch the system run it.
Plain terms
What this is, and what it never becomes.
What it never becomes
A tool your team was shown once and never opened again.
An agent nobody in the building can explain.
Software that logs in as you and sends things you didn't read.
Anyone but you and your team holding your logins.
AI deciding what goes to a client, an adjuster, or a candidate.
What it is
One real workflow, picked because it's costing you the most.
Built in your accounts, on your logins.
Documented while we build, in words your team already uses.
A person approving anything that matters before it goes out.
A handoff where your team runs it and we're on the phone if it breaks.
"You really have taught me so much. The value has been immeasurable. This is life-changing."
Meisha Anderson, nutritionist
Fair questions
Fair questions, straight answers.
Who do you work with?
Owner-run service businesses with a real team. Restoration, cleaning, contractors, design studios, practices, coaches with staff. The common thread is an owner who is still the busiest person in the building.
What does it cost?
The call is free. The public workshop is $500 a seat, the private one is $7,500, and builds start at $15,000. You'll know which fits before anyone asks for money.
Do we need to be technical?
No. One owner we work with took over a $4 million restoration business that ran on pen and paper. If your people can talk through a job on a phone for 90 seconds, you have what we need.
What tools do you build on?
The ones you already have. QuickBooks, Teams, Google Workspace, your job management system, the spreadsheet everyone actually uses. On the AI side we start with a standard ChatGPT or Claude account and only go custom when the job needs it.
Why the form before a call?
So the 30 minutes goes to your job. You name the process, we read it before the call, and we show up with questions about your business.
What happens after the first project?
Your team runs it. Most owners come back with the next job on the list, because the first one showed them where the rest of the time goes. Some don't, and that's fine. The system keeps running either way.
Bring us a real job
Tell us about your operation.
Four questions. Name the job that keeps landing back on one person. If it looks like a fit, you get the link to book the call.
Bring us a real job.
Free 30-minute call. You leave knowing the first process worth moving, whether or not we work together.