Most automation projects fail not because the tools don't work, but because the process around them was unclear from day one.
We've built a simple, four-phase model that keeps everyone aligned - from the first conversation to the moment your automation goes live and beyond.
Here's exactly what happens when you work with us.
The Process
Four phases. Clear outcomes.
We start with a deep-dive into your business. You walk us through your day, your tools, your pain points. We listen, ask questions, and map out what's taking too long.
What's included
- 90-minute discovery call
- Process mapping and pain point analysis
- Tool audit and integration review
- Opportunity identification
Output
A clear picture of what to automate first and why.
Included in the free consultation — no commitment needed.
Based on discovery, we design the automation logic. You see exactly what we're going to build before we build it. No surprises.
What's included
- Workflow design document
- Tool and integration specifications
- Timeline and milestone agreement
- Sign-off before build begins
Output
A complete automation blueprint you've approved.
We build the automation in your tools, test it thoroughly, and refine until it works perfectly in your actual workflow.
What's included
- Full automation build connected with your tools
- Testing with real data
- Error handling and edge case coverage
- Documentation of how it works
Output
A live, tested automation running in your business.
We hand over the system, show your team how it works, and stay available for 30 days to handle any issues or tweaks.
What's included
- Handover session with your team
- Video walkthrough of the automation
- 30-day support window
- Documentation and runbook
Output
Your team runs it independently. We're on standby.
Our Commitments
What you can expect from us.
Transparent pricing
You'll know the full cost before we start. No hidden fees. No scope creep surprises.
No handoffs
Jim and Oki work on every project personally. You won't be passed around.
You own everything
All automation logic, documentation, and access is yours from day one. We work in your tools.
We say no if it doesn't fit
If your business isn't ready for automation, we'll tell you - and help you get ready instead.