Service 01
AI Workflow & Automation
Replaces manual coordination work with instrumented, auditable workflows.
The problem this solves
Work moves through your business on memory, spreadsheets, and inbox threads. Nobody can say where a deal, a req, or a claim actually is without asking three people. The cost isn't the software you're missing - it's the hours senior people spend re-entering, chasing, and reconciling.
Rebuild the repetitive middle of your operation: intake, qualification, follow-up, reporting; as systems that run without a person babysitting them.
What's included
Map the work before automating any of it
Nothing gets built until the touch-and-time cost of the current path is on paper.
- 01
Entry — Workflow Audit
Two-week mapping of three to five high-friction workflows, with a time-and-touch cost model and a ranked automation list.
- 02
Core — Build & Deploy
Design and implementation of the top-ranked workflows: data capture, routing rules, AI-assisted drafting and triage, exception handling, and monitoring.
- 03
Ongoing — Operate & Extend
Monthly cadence on throughput and error rates, workflow tuning as volume shifts, and staged rollout of the next tier of automations.
Proof of work
Where this has already run
Two workflow rebuilds from the case library.
Light-industrial staffing · 6 branches
Time-to-submit cut from 6.2 days to 1.8.
Intake and screening were rebuilt into an AI analyst layer scoring against documented criteria, with recruiters reviewing at the decision point instead of the sorting point.
Sales intelligence workflow
Pre-call briefs on 96% of first meetings, up from roughly 30%.
Research that sellers were doing by hand — inconsistently and late — became an automated brief generated ahead of every booked meeting.
Who this is for
Where this work lands best
Flagship example industry
Staffing & Recruiting Firms
Operations and automation work sold to staffing firms — not placement services.
Legacy SMB segment
Construction & Trades
Field-heavy businesses where the office is the bottleneck: bids, change orders, compliance, and scheduling.
Legacy SMB segment
Insurance, Real Estate & Professional Services
Document-dense, relationship-driven firms where compliance and turnaround time set the ceiling on growth.
Start with an assessment.
Every engagement begins with findings, not a proposal for software.