How We Work

Three tiers and one simple front door. Start small, climb when it makes sense.

Start with an AI Snapshot

Almost every engagement starts with the AI Snapshot, a short look (usually two to six weeks, depending on how many people we talk to) at how your business really runs. You walk away with your top AI opportunities, in the order we'd go after them. From there, you pick a lane below.

Navigate

We advise.

For the owner who knows AI matters but doesn't know where to start. You get someone who learns your business and filters the noise down to what actually matters for you.

  • A monthly strategy call focused on your opportunity list.
  • A written quarterly plan with your top projects ranked, plus a skip list: what we rejected and why.
  • Email and phone access between calls, so you're never deciding alone.

Navigate is advice, not building. When something's worth building, it becomes a fixed-scope Execute project with its own quote.

Execute

We build one thing.

You bring us a problem, we solve that one problem. Fixed scope, fixed price, no long-term commitment.

Workflow & Automation Builds

One process automated end to end.

Custom AI Tools

Chatbots, assistants, and integrations built on your data.

Personal AI Agents for Your Team

Configured agents, training, and secure connections to your tools.

Maintenance & Support

Optional monthly plans that keep what we built running and improving.

Every project gets fixed deliverables in writing before we start. And we'll tell you honestly when something isn't worth automating.

Transform

We run it all.

We start with a one-time onboarding engagement, then become your part-time AI department for a monthly fee. Choose the project capacity that fits your priorities.

  • 1.A focused assessment of the agreed workflows and tools, with a prioritized roadmap.
  • 2.The agreed AI tools and context set up, with initial team training and a documented handoff.
  • 3.One, two or three active projects on your monthly plan. When one is finished, we start the next.
  • 4.Monthly check-ins and group training, plus ongoing upkeep for the systems covered by your agreement.

Run a Home Service Company?

We build ServiceTitan integrations, KPI scorecards, dispatch AI, and team training for home service companies, all proven inside a 9-location HVAC, plumbing, and electrical shop.

See What We Do for Home Services

Not Sure Which Fits?

That's normal, and it's exactly what a discovery call is for. Thirty minutes, free, no strings attached.