One relationship, four stages.
Every engagement starts small, with a scope agreed in writing before any work begins. Everything starts with a workflow conversation, and most engagements begin with the audit. Workflow Partner is different: it opens up only after a build is live, for owners who want ongoing attention.
Workflow Audit.
A fixed-scope study of one workflow that matters. One recorded conversation about how the work actually happens, then a careful analysis of where the time goes, not where the org chart says it goes.
Book a workflow conversationOne workflow, studied end to end. A recorded conversation with the owner over Zoom, about 45 minutes, plus a review of the tools involved and the handoffs between them. No staff disruption, no site visit, no technical preparation.
- A short, prioritized report: the top opportunities in your business on a simple effort and impact grid, with what each is worth in hours or dollars.
- A plain-language recommendation of what to automate, and what to leave alone.
- A review call to walk through it, and a recommended next step, sized honestly. Sometimes the recommendation is not to build.
Right-sized Automation.
Design and build of the recommended solution, integrated with your existing tools. No platform rip-outs, no AI for its own sake.
Book a workflow conversationUsually the build recommended by an audit. We design it with you, build it inside the tools you already run, and test it against the real work.
- A working automation, live in your tools and tested on real cases.
- Plain-language documentation you or your team can read without us in the room.
- A handover session with you to walk through how it runs day to day.
Adoption & Refinement.
We stay through the messy first weeks: measuring, adjusting, and refining with you.
Book a workflow conversationA defined period after a build goes live. We watch the system run in real conditions, listen to what you are hearing from the people using it, and adjust until it holds without us.
- Regular working sessions with you, built around what the people using the system are running into.
- Adjustments and fixes as the real work reveals what the plan missed.
- A close-out review: what changed, what it costs to run, and what to watch.
Workflow Partner.
Ongoing guidance and small improvements after a build is live, only while there is clear value.
Book a workflow conversationA monthly relationship for owners who want continued attention on what was built, plus help catching the next worthwhile opportunity. Not a help desk, and not unlimited. For owners with an agent or automation already live in production, monitored uptime and a defined fix commitment are available as an add-on.
- Two working sessions a month, plus a shared decision log so nothing gets lost between calls.
- A defined block of monthly review and configuration time.
- A monthly update on what changed, what it is worth, and what is next.