Stage 1
Agent Readiness Diagnostic
2–3 weeks. We map your workflows, score automation opportunities, and deliver a prioritized roadmap with effort/impact scoring. No obligation to continue—you get a clear picture and decide next steps.
How We Work
Two-stage engagement: diagnostic followed by implementation retainer. Fixed scope, clear deliverables, no ambiguity.
Client
Current workflow mapping
Tool audit
Integration assessment
Automation opportunity scoring
90-day implementation sequence
What the Retainer Includes
- Workflow design & build—we architect and construct the automation sequences
- Agent configuration with proper guardrails and handoffs
- Integration development so data flows automatically
- Exception handling when automation fails or edge cases appear
- Documentation so your team can maintain and extend it
Focused on Delivery, Not Volume
We prioritize depth and follow-through over stacking projects. You get clear timelines, direct access, and work that’s built to last. If our capacity affects your start date, we say so up front—no surprises.
Stage 2
Implementation Retainer
Hands-on workflow build and deployment. Weekly syncs plus async support. Scope is defined by the diagnostic findings so you know exactly what's in and what's next.