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Process

How we work — from audit to live.

Five steps. Fixed-price scope agreed before we build. Your team keeps working normally while we develop in a sandbox. Nothing touches your live systems until you have approved it.

Before we get into the steps

Why we run a process at all.

Most automation projects fail one of two ways: they balloon in scope and never ship, or they ship and then quietly break six weeks later when no one is left looking after them.

Both failure modes have the same root cause: there is no shared agreement on what is being built, why, what success looks like, or who is responsible after it goes live. The five steps below exist to remove that ambiguity at every stage. You always know what is being built, what it costs, when it will land, and who is keeping it running afterward.

  1. Step 1

    The Audit

    We walk through your operations together and identify your top three automation opportunities, ranked by time saved and ease of implementation. You leave with a written summary of the findings — before spending a dollar or making any commitment.

    Thirty minutes. You decide what happens next.

  2. Step 2

    ROI Roadmap

    Before we build anything, we show you the projected hours saved, the estimated cost reduction, and a recommended implementation sequence.

    Fixed-price scope agreed upfront — no surprise invoices.

  3. Step 3

    Build in a Sandbox

    Every automation is built and tested in a non-production environment, so your team keeps working normally. Nothing touches your live tools until it is fully tested and you have approved it.

    Your team is never the QA team.

  4. Step 4

    Launch & Team Handoff

    We deploy your automations and walk your team through what changed and what to expect. No technical knowledge required. We stay close through the first two weeks of running live.

    Your team owns it from day one — we are still there if anything surprises you.

  5. Step 5

    Continuous Optimization

    We monitor performance, handle edge cases, and improve workflows on an ongoing basis — so your automations compound in value as your business grows.

    Available month-to-month or on annual retainer.

Where you stay in control

You see everything before it goes live.

Automation that you cannot inspect, change, or pause is not really your automation. Four things stay in your hands from day one.

  • The ROI Roadmap

    Hours saved, cost reduction, fixed price — agreed in writing before we build anything.

  • The sandbox build

    Everything runs in a non-production environment. You can break it without breaking your business.

  • The launch decision

    Nothing moves into your live systems until you have tested it and given the go-ahead.

  • The retainer relationship

    Month-to-month is the default. We earn the next month rather than locking you in.

Answers

Common questions about the process

How much does an Automation Audit cost?
The initial Automation Audit is free. You leave with a written summary of your top three automation opportunities, ranked by time saved and ease of implementation. There is no obligation to move forward.
Will our team need to be involved during the build?
Minimally. We build and test every automation in a non-production sandbox, so your team keeps working normally. We need access reviews and a short kickoff, then your team is largely uninvolved until launch.
What happens after the automations are live?
We stay close through the first two weeks of running live to handle any surprises. After that, you can engage us for continuous optimization month-to-month or on an annual retainer — we monitor performance, handle edge cases, and improve workflows as your business evolves.

The audit is step one.

A thirty-minute call, a written ranking of your top three workflows, no commitment after. That is the entire first interaction with us.

Schedule an audit