Production work — designed, deployed, and hosted as agentic workflows. Or executive AI strategy consulting — for leadership teams sizing up the next 24 months. Both start with a 1–2 hour discovery meeting: $499 if we’re not a fit, $999 down payment toward your project if we are.
Before any paid commitment, we do a free 20-minute fit call to verify there’s actually a workflow worth auditing. The audit only kicks off if both sides agree the engagement is real.
A short, principal-led call to verify there’s actually a workflow worth auditing in your operation. We talk operations, not marketing. No deck. No pitch.
The first interaction is a structured 1–2 hour discovery meeting. We walk your operations end-to-end with you, talk candidly about the queues, bottlenecks, and document piles your team handles by hand, and read whether there’s a workflow worth building.
The audit doesn’t end at a meeting. It ends with a written diagnostic, a prioritized workflow shortlist, a 90-day roadmap, and an executive deck — delivered within five business days of the live meeting. The full suite goes to engagements that move forward; the diagnostic and a candid “why we’re not a fit” read go to engagements that don’t.
A scored read on your organization across five dimensions: data infrastructure, process maturity, talent posture, leadership commitment, and risk envelope. Where the foundations to deploy agentic workflows already exist, and where structural work has to come first.
A written narrative of how the business actually runs — function by function, queue by queue — with friction points and capacity bottlenecks marked. Most firms have never produced this. It tends to be the most-shared internal artifact from the engagement.
Three to five specific automation candidates, ranked by leverage. Each carries a scope of work, a time-to-ROI estimate, build complexity, integration dependencies, and a risk profile — concrete enough to build a quote against.
For each candidate workflow: build custom, license existing tooling, or deliberately defer. The reasoning is shown so internal stakeholders can challenge the read rather than accept it on authority.
What you currently run, what's redundant, what's missing for agent integration (MCP / API surface scoring). Often surfaces tool consolidation savings that pay for the engagement on their own.
Data-handling posture, customer-facing decision boundaries, compliance exposures (HIPAA / SOC 2 / FINRA / state), audit-trail requirements. Where you'd be cautious. Where you can move now.
The recommended sequence of work for the next quarter — which workflow to build first, what infrastructure precedes it, what stakeholders need to align before the build kicks off.
A board-ready 8–12 slide presentation summarizing the diagnostic, the recommendation, and the path forward. Designed to be shown internally to the leadership team without rework.
Format · PDF report (~25 pages) + executive deck
Turnaround · within 5 business days of the live meeting
This is real consulting work, not a sales call. The pre-audit intake chat ($50 deposit) walks through most of these questions, but the live meeting goes substantially deeper when the prospect has done their own thinking first.
Names and roles of the operators who own each major function — sales, ops, finance, customer support, product. Who would be most affected by a workflow that handles their queue?
In plain language. Where the team is doing work that doesn't compound. Bring receipts: emails per week, hours per task, examples of edge cases that break the script.
What you license, what you've grown into, what you've quietly stopped using. Anything you suspect overlaps with another tool you also pay for.
What customer data, financial data, and operational data lives where. Who has access. What hasn't been audited in two years.
What you've tried (chatbots, RPA, copilots, custom builds), what worked, what didn't, and your honest read on why.
Not the wishlist — the things you've actually committed to internally. The audit's recommendations should serve these, not compete with them.
Where you'd be most cautious about an AI agent operating with autonomy: customer-facing communications, financial decisions, compliance-sensitive functions, anything that could surface as a regulatory or reputational issue.
Not the wishlist — the specific outcome you're optimizing for. Hours recovered? Coverage extended? Margin protected? Customer experience compressed? The recommendations should serve that outcome rather than compete with it.
Even partial answers to these questions make the live audit substantially more productive — and the deliverables that follow substantially more useful.
The audit names which path fits your situation. For most middle-market engagements, the productized first workflow ships before any custom-quote negotiation gets started.
$9,500
Fixed · 21 days · one queue · principal-led
After the audit, you know exactly what you’re getting, what it costs, and when it ships. No custom-quote conversation. No scope creep. No two-week wait on a statement of work — your team can decide and move.
Engagement-dependent
Scope agreed in the audit
For multi-workflow programs, deep custom integration with unusual stacks, or phased rollouts across multiple business units. Same principal-led discipline, priced to the work.
We design the agentic workflow against your actual environment — your tools, your rules, your edge cases — and verify it does what you want before anything goes live. Nothing ships unless you sign off.
The workflow runs in your stack, not ours. Your data stays where it lives. Every run is logged, every action auditable, every change versioned — so the team using it can read what it did and why.
Workflows ship to your Anthropic org or your cloud — never ours. Your team owns the keys, the runs, and the data.
Inputs, decisions, outputs — captured for review. The workflow is auditable on day one and stays auditable through every revision.
Runbook, decision logic, escalation map. The team operating it on a Tuesday knows what it does and how to change it.
Once the workflow is in production, we keep it running. The retainer covers monitoring, reporting, incident response, and the continuous tuning that keeps it aligned with a changing business.
Most engagements add a second and third workflow within the first two quarters once the first one proves itself.
An executive-level engagement that sits above the build practice. Where to invest, what to build versus buy, how to staff and govern the AI surface, what the realistic competitive picture looks like in your category. Substance over slideware.
A grounded read on where your category is on the agent-adoption curve, who's moving, and where the next 24 months of advantage actually live.
Per-surface decisions on which agentic capabilities to build internally, which to license, and which to deliberately defer.
Architecture review, data-handling posture, audit trails, and the operating rhythms that keep AI deployments inside the firm's risk envelope.
Where to staff against the AI surface, how to redesign roles around new automation, and what to stop doing first.
Engagement-based
Quarterly cadence · scope and pricing agreed in the audit
Some operating questions don’t need an agent — they need a calibrated prediction. Will this customer churn? How many units of this SKU will sell next week? Is this transaction worth flagging? We design, train, deploy, and maintain the supervised machine learning models that answer them.
Let us set up your digital presence to be fully AI-ready. We rebuild outdated and under-performing websites with AI baked in from the outset — so the site you launch in 2026 is the site that grows with the technology, not against it.
Twenty minutes, free, principal-led. If there isn’t a workflow worth auditing, we say so — and you don’t pay a cent. If there is, the audit kicks off with the engagement structure and fees explained before you commit.