Parachute in. Wire it up. Leave it running.
This is the whole engagement, step by step, including the boring parts: what we deliver, what we need from you, and how you'll know it's working. Timelines depend on the mess, so we put them in writing per project. No slide decks were harmed.
00 · Before day 0
The 30-minute call
You tell us about the mess. We ask about the workflow that hurts most, which systems it touches, and what 'fixed' would look like with a number attached. If we're not the right fit, we say so on this call and point you somewhere better.
You get
- A written summary of what we heard
- A recommendation: where to start, or 'you don't need us'
- A written scope and quote if we go ahead
We need
- 30 minutes
- Someone who knows the workflow, not just the org chart
01 · Day 0
We land.
Laptop in hand, in your office or in your Slack. We sit with the sales and ops teams, read the docs, then ignore the docs and watch how a lead actually moves. Every system gets mapped. Yes, including the spreadsheet.
You get
- Integration map: every system, field, script and owner
- The list of things nobody dares to touch, with why
We need
- Read access to the systems in scope
- Two hours with the people who run the workflow
02 · First weeks
One workflow, end to end.
We pick the first workflow together, wire an agent into it with scoped credentials, an approval step and full logs, and put it in front of the people who'll use it. Something real runs early, before we widen the scope.
You get
- A live agent on one workflow
- Pull requests in your repo, with tests
- A before/after number you can quote
We need
- A named owner on your side who can say yes
- Provider account (OpenAI, Anthropic, Google) in your name
03 · The build
The agent layer.
More workflows, more systems. CRM plus ERP or data plus documents plus billing, through one well-documented interface. A dashboard people actually open. Guardrails tightened or loosened based on what the first weeks taught us. Weeks or months, depending on how much is connected; we say which before we start.
You get
- Three to six workflows live
- One dashboard, one log, one place to approve things
- Weekly written update, demo every Friday
We need
- Weekly 30-minute review
- Honest feedback from the people using it
04 · Handoff
We leave it running.
Documentation humans can read. Monitoring that pages the right person. Training for your team, recorded. Then we leave, or we stay embedded two or three days a week. Your call. Not a hostage situation.
You get
- Runbooks and architecture docs
- Monitoring and alerting wired to your channels
- Recorded training sessions
We need
- Someone on your side who owns it going forward
- A decision: hand off, or keep us embedded
How we communicate
Slack, your workspace
We join as guests. Questions get answered in your channels, not in a portal.
Weekly written update
What shipped, what's next, what's blocked, what it cost. Every Friday, in writing, forwardable to your boss.
Demo every Friday
Fifteen minutes, working software, no slides. Bring the people who'll use it.
Your repo, your staging
Every change is a pull request. You can read it, review it, or ignore it and trust the demo.
Rules of deployment
No slide decks.
We don't hand you a 40-page recommendation. We hand you a pull request.
The docs are lying.
How your business actually runs is never in the documentation. So we sit with the people who run it.
Wrap before you migrate.
Your CRM doesn't need another migration. It needs an interface that speaks 2026.
Safe is a feature.
Scopes, logs and an approval step. Nobody wants a chatbot. Nobody wants a rogue one either.
Fix it five times, it becomes a product.
When we see the same problem at five customers, the one-off fix turns into a real feature. You stop paying for the same fix.
Got a workflow like this to wire up?
Thirty minutes. We map one workflow live and tell you what it takes. No deck.