Now booking new partnerships
Start with a structured audit of your operation. You — and optionally other people from across your team — complete the survey at your own pace; we evaluate it and walk you through the highest-impact opportunities, including quick wins your team can implement on their own. If you want us to ship the bigger pieces, we will. Either way, you walk away with a roadmap.
Across the projects we ship
Typical recoup on shipped work
Per teammate, per workflow
Quick wins included up front
How it works
Most engagements close the loop on at least one project inside the first two weeks. Larger builds run alongside as we hit the roadmap.
A structured questionnaire covering workflows, systems, friction points, and what you've already tried. About 18 minutes solo for the core sections; 30–45 minutes total if you bring teammates from ops, sales, finance, or customer service into their own sections. Self-serve, no call required.
We evaluate your survey end-to-end and identify the highest-impact opportunities for AI and automation in your operation, then walk you through the findings together. You leave knowing what's worth fixing first.
Within a few days you get a written roadmap: quick wins your team can implement immediately on their own, plus scoped projects we'd ship if you want us to build them. No obligation to hire us for the builds.
If you want us to ship the bigger pieces, each build lands in production with a live customer dashboard — submit issues via chat, request fixes via the auto-fix flow, and see project status in one place.
Sample engagement
LiveField services operator (anonymized)
Audit → 4 scoped projects in flight: voice-to-form intake, an automated client-brief generator, an internal job-status dashboard, and a customer-facing portal.
Minutes per intake
Voice-to-form intake replaces a 23-minute manual ticket with a 2-minute voice note.
What changes
Aggregate annual savings
$46,460+
Across the four workflows below
Illustrative weekly minutes and dollar savings for a 12-person field-services team, modeled at $40/hr loaded labor cost. Real numbers replace these on customer-specific roadmaps.
Job intake & ticket creation
$14,560/yrVoice-to-form replaced manual ticket entry across dispatch, owner-operator, and field tech workflows.
Status updates to customers
$8,500/yrAuto-generated update messages with photo attachments fire on stage changes; humans only edit edge cases.
Quote / proposal drafting
$14,400/yrQuote templates pre-fill from prior similar jobs; the team reviews and approves instead of writing from scratch.
Internal report assembly
$9,000/yrWeekly status dashboards generate from the system of record; no more copy-pasting numbers into Excel on Friday afternoon.
Who it’s for
Your CRM doesn't sync with scheduling, inquiries land in three different inboxes, and someone is re-keying data daily. We connect the systems and make the data flow without the manual middleman.
You can't hire fast enough — or you don't want to. AI and automation absorb the busywork that's eating your team's day so they can focus on the work that actually moves the business.
Quoting, intake forms, status updates, follow-ups, document generation — the same 20 minutes paid for over and over. We replace those loops with tools that run themselves.
Take the audit survey
Quick contact details below, then jump straight into the survey. No call required to start. After you submit the survey, we evaluate it, schedule the debrief, and deliver your roadmap. No obligation to hire us for any builds the roadmap surfaces, no newsletter, no funnel emails.