Lead qualification
Summarize inquiries, check fit criteria, and prepare discovery context for a person to review.
AI workflows for agencies and consultancies
Make delivery more consistent without flattening the expertise clients buy.
Turn repeatable sales and delivery steps into visible workflows while keeping scope, recommendations, creative judgment, and client commitments with your team.
Good first projects
Start with one narrow workflow your team repeats every week.
Each example is a starting point. The assessment maps your current process, systems, data, review point, and measurable definition of success before anything is built.
Proposal assembly
Populate approved sections from discovery notes while keeping pricing and commitments under owner approval.
Delivery handoff
Create projects, task owners, source folders, and kickoff drafts after a signed engagement.
Client reporting
Collect approved metrics and draft recurring summaries with links back to source data.
Industry boundary
Automation supports the work. It does not appoint itself the decision-maker.
Pricing, scope, recommendations, creative direction, and client commitments stay with your team. Automation prepares and coordinates work; it does not invent evidence or approve its own output.
- Approved systems and data boundaries
- Human review before consequential actions
- Representative testing and acceptance criteria
- Operating notes, audit trail, and shutdown path
Same controlled method
Assessment, implementation, then support if it proves useful.
Every industry page leads to the same implementation model: a $1,500 fixed-scope assessment, a $5,000+ bounded implementation sprint, and optional managed support from $1,500 per month.
You can stop after any stage. Software subscriptions, extensive data cleanup, and custom enterprise integrations are scoped separately.
See engagement detailsOther industries
START WITH ONE WORKFLOW
Tell me where agencies and consultancies lose time every week.
I will help determine whether it is a good automation candidate and scope the smallest useful next step.