Know what to automate first, and what it will take.

What you get

A Workflow Teardown, and the brief around it.

Useful on its own, whether or not you hire us.

• A Workflow Teardown of the first one: the click path your team follows today next to the automated path, with your hours a week beside it
• A short intake about your business, your tools and the main workflow problem
• A focused conversation of about 30 minutes, by video call
• A concise written brief with up to three prioritized opportunities
• What can be configured, what needs development, and what is still uncertain
• Indicative effort and economic scenarios, only where your numbers support them, with the inputs shown
• A proposed next step, which may be "keep your current tool" or "don't build this"

What it is not

No surprises later.

• Not a production integration, a custom application or a working prototype
• Not a full technical architecture or a compliance certification
• No access to your business accounts and no import of customer data
• No guaranteed savings, revenue or delivery dates
• Not unlimited consulting: one round of clarification questions by email is included

We may show you an existing demonstration where it is relevant. A new prototype is only built inside a separately scoped and priced project.

Who qualifies

Four plain criteria.

• You run an operating business that currently serves customers.
• You have a recurring workflow (customers, scheduling, follow-up, operations or content) you want to reduce or improve.
• You are the owner, or you are authorized to discuss that workflow.
• You can describe the tools you use and how the work is done today.

One assessment per business. If a request does not meet these criteria, we tell you, and where we can, point you to a better option.

How it works

From request to brief.

1. Request. Tell us about the workflow below. This is a request, not a booking.
2. Review. Kelvin reviews it within 2 business days and emails you either a link to choose a time or a short reply explaining why it is not a fit.
3. Conversation. About 30 minutes on a video call. Qualified requests are scheduled in the order received; if there is a wait, we tell you the expected date first.
4. Brief. Delivered within 5 business days after the conversation.
5. Your call. If you want to go further, we send a written implementation proposal. If not, the brief is yours to keep.

Request

Tell us about the workflow.

Five fields, about two minutes. Everything else is optional, and "not sure" is always a fine answer.

Have a defined project with a clear scope? Choose "I have a defined project" in the form and we will route it as a project inquiry instead.