How we work

A ladder you climb at your own pace.

Three rungs. One rule: off-the-shelf tools for thinking, custom systems for connecting and acting on your data. Start where it makes sense. We'll map the next step together.

On-ramp from $497 / Starting with a 90-min session

Enablement & Advisory

Get the most out of the AI tools you already pay for. The $497 AI-OS Setup is the fast on-ramp: one focused 90-minute session where we audit your workflow, configure your tools, and leave you with a working setup. Bigger advisory work, like audits, prompt libraries, training, and SOPs, is scoped on a call.

What ships

  • AI-OS Setup: 90-min screen share + configured tools
  • Custom GPTs or Claude Projects
  • Prompt library tuned to your work
  • Hands-on training for your team
  • SOPs and operating docs
  • Advisory retainer option

Out of scope

  • Custom software build
  • Ongoing implementation
  • Large-enterprise compliance review

Quote on a discovery call / Days to 2 weeks

Light Automation

Connect a couple of tools you already use and automate one repeat flow end to end. Best for teams with a clear, repeating task that costs real time every week.

What ships

  • Discovery call to agree on the workflow
  • Connect your existing tools
  • One working automation, handed off
  • Triggers, reminders, and notifications
  • Docs so you can keep it running

Out of scope

  • Multi-workflow scope
  • Custom software from scratch
  • Enterprise compliance programs

Build Sprint, quote-only / 4-6 weeks

Custom AI Operating System

A private vault, a chat and voice interface, connected integrations, and custom workflows. Infrastructure you own — your hosting, your AI keys, no lock-in. Ongoing support through Care, Grow, or Operate, whichever fits your pace.

What ships

  • Private vault (your files, your context)
  • Chat and voice interface
  • Connected tools and integrations
  • Custom workflows and agents
  • Infrastructure you own, not rent
  • Care, Grow, or Operate ongoing support

Out of scope

  • Off-menu bespoke ML research
  • SOC 2, HIPAA, or PCI programs
  • Large-scale data warehouse migrations

Example shapes

What the custom layer can look like in practice.

Auto-drafted client follow-ups

Pull CRM updates, draft personalized follow-ups, queue for one-click approval.

Voicemail to Slack or email summaries

Transcribe inbound voicemails, extract intent, send a clean summary where your team reads.

New-lead intake flow

Form submission triggers a calendar invite, welcome email, CRM record, and rep brief.

Weekly P&L summary from QuickBooks

Pulls the numbers, flags variances, sends a plain-language Monday summary.

Operations dashboard

Turn schedule, POS, and payroll data into a weekly insight loop.

Not sure which offer fits?

Bring one manual workflow to a discovery call and we will map the cleanest first step.

Book a discovery call