Our Process
No mystery, no hand-waving. We walk you through every phase so you know what’s happening, what it costs, and when you’ll see results. Most projects go from first meeting to live automation in about two weeks.
The 4 Steps
Every engagement follows this same straightforward path. You’ll always know where we are and what comes next.
This is where everything starts. We sit down together — either in person at your office or on a video call — for about 90 minutes. I’ll ask you to walk me through a typical day at your business. How do leads come in? Who handles what? Where do things get stuck or fall through the cracks?
By the end of that conversation, I’ll have a clear map of which tasks are eating up your team’s time and exactly where AI can step in. You’ll get a written report with specific recommendations, estimated time savings, and a priority order for what to automate first. Even if you never hire us for the build, that report is yours to keep — and most people tell us it’s worth ten times the $200.
Once you approve the plan, we get to work. Depending on your needs, we’ll pull from a toolkit that includes Claude AI, n8n, Make, Zapier, custom APIs, and purpose-built integrations. We don’t believe in one-size-fits-all templates — everything is configured specifically for how your business actually operates.
Most builds take between 5 and 10 business days. During that time, I’ll send you progress updates so you’re never wondering what’s going on. If something needs your input — like how you want a customer reply to sound or what your escalation rules should be — I’ll reach out and we’ll figure it out together.
Before anything goes live, we test it thoroughly. That means running real scenarios through the system — the normal ones and the weird edge cases that trip up most automations. What happens if a customer sends a blank email? What if someone calls outside business hours? What if two appointments overlap?
We catch all of that before your customers ever interact with it. When we’re confident everything works the way it should, we launch. And by launch, I mean we turn it on together — you’ll watch it work in real time so there’s no “trust me, it’s fine” moment. You’ll see it with your own eyes.
This is the part most AI consultants skip, and it’s the part I care about most. I’ll sit down with your team — the people who are actually going to interact with these tools every day — and walk through everything. How to use it, how to check if something looks off, what to do if it doesn’t behave as expected.
Nobody on your team should feel intimidated or confused. By the time I leave, everyone should feel comfortable saying “yeah, I get how this works.” That’s the goal. I also leave behind simple documentation your team can reference any time they need a refresher.
Our Toolkit
We’re not locked into one platform. We pick the right tool for the job — and we know all of these inside and out.
Anthropic’s Claude is our go-to for intelligent text processing — drafting emails, summarizing documents, answering customer questions, and handling complex reasoning tasks. It’s the best AI model out there for business communication.
These are our automation engines. They connect your apps together — your CRM, email, calendar, forms, spreadsheets — and make them talk to each other without anyone lifting a finger. Think of them as the wiring behind the scenes.
For simpler integrations or when a specific app connector is needed, Zapier gets the job done fast. And when off-the-shelf won’t cut it, we build custom API integrations that do exactly what your business requires — nothing more, nothing less.
The first step is always the $200 AI Opportunity Assessment. We’ll map your workflows, find the biggest time-wasters, and give you a clear plan — whether you hire us for the build or not.
Book Your Assessment →Washington DC & the entire DMV area · In person or video call