How we work

From first call to a digital employee on the job.

We talk through the work you do now and the work you wish you could get to, then show you what we'd build to handle it.

Nothing to set up You don't install or manage anything. We do.
You approve the work Results come to you to approve, change, or send back.
Fast to launch Live in days or weeks, not a drawn-out IT project.
Process

Six steps, start to finish.

Here is what happens after you book.

01

Discovery call

We meet by phone, video or in person and mostly listen. Walk us through how the work gets done today, or come with something specific in mind. We take notes either way.

  • A workflow you want handled start to finish
  • A role you're trying to hire for or can't fill
  • Something you've always wanted to do but haven't known how
02

Opportunities follow-up

We come back with a clear picture: where a digital employee fits, what each one involves, and what it frees up for you and your team.

  • Built from what you told us on the first call
  • Ranked by what will make the biggest difference for you
  • Honest calls on what isn't worth automating
03

You choose

Based on your needs, timeline and budget, you pick what to build. One opportunity or all of them, now or in stages.

  • You set the order and the pace
  • Add more whenever you're ready
04

Map it

You show us, or tell us, what a great finished result looks like. Then we map the whole job from start to finish.

  • Where the data comes from and the tools you use today
  • Every step and decision between the raw data and the finished result
  • Where it helps, a smarter way to run the work, keeping your data sources and the output you want
05

Build, test, review

We build it from the data the work needs, run it against real examples from your business, and review the results with you before it goes live.

  • Designed around your process from the start
  • Checks built in at each step
  • Adjusted until it works the way you want
06

Live and running

It goes live and does the work on schedule, whether that's daily, weekly, monthly or quarterly. We keep it running and improve it when it's needed.

  • Monitored, so problems get caught early
  • A clear record of what ran and when
  • More time back for your customers and the decisions that matter
In and out

What goes in. What comes back to you.

Every build starts with the information the work needs and ends with finished work in your hands.

What it works from

Your information, or information we gather for you.

  • Spreadsheets, files and shared folders
  • Email and the tools your team already uses
  • A secure copy of your data when that's the better fit
  • Public data and outside sources worth watching

What comes back

Finished work, delivered wherever works best for you.

  • Reports, dashboards and summaries
  • Campaigns and follow-ups, drafted or sent on schedule
  • Calls answered and appointments booked
  • A heads-up when something needs your attention

Bring us the work that keeps piling up.

30 minutes with our team, no prep needed. We'll tell you honestly whether it's a fit.

Book a free intro call (opens Calendly)