Your Questions, Answered

It's a 30-minute conversation where we learn about your business, understand what's eating your time, and explore whether we can help. If you have business partners who should be present, let us know when booking—we're happy to extend the call to make sure everyone's heard. You'll walk away with clarity, whether we work together or not.

Automation helps in three scenarios: (1) Repetitive tasks eating your time—data entry, report generation, email sorting, scheduling. (2) Convoluted systems where information gets stuck—complex approval chains, multi-step processes with too many handoffs. (3) Duplicative tools doing similar things—when you're paying for Stripe AND your website's payment system, or running MailChimp AND Constant Contact, or manually copying data between systems that should talk to each other. If any of those sound familiar, we can probably help. We'll tell you honestly if we can't.

We primarily work with businesses from $500K to $5M in revenue, though we've helped smaller startups and larger organizations. The key factor isn't size—it's whether you have processes worth streamlining.

We hear this a lot—and it makes total sense. You're already stretched thin. Here's the thing: we designed our process specifically for busy people. The assessment requires about 2-3 hours of your time total, spread over 2-4 weeks. After that, we do the heavy lifting. You review, give feedback, and approve—but you're not building anything yourself. Most clients tell us they wish they'd started sooner.

Assessment typically takes 2-4 weeks depending on complexity. Implementation ranges from 2-4 weeks (Quick Wins) to 4-6 months (Full Transformation). Timelines vary based on your organization's size and the scope of change. Most clients see their first workflow live within 4-6 weeks of starting.

Assessment: Sara (M.A. in Organizational Leadership) finds where you're bleeding. Implementation: Shane builds the fix. Adoption: We train your team until it sticks. Most consultants stop at step one. We do all three—one team, complete solution.

Not at all. We handle all the technical work. Your job is to explain how your business works and what's frustrating—we translate that into systems.

We price on value, not hours. Our fees are typically 15-20% of first-year savings. This means our interests are aligned with yours—we only win when you see real results.

If you don't see at least 5X return on your investment within 90 days of implementation, we keep working until you do—at no additional cost. We've never had to invoke this.

Most clients see full payback within 2-4 months, with ongoing savings for years. A $10,000 implementation might save $50,000+ annually in labor costs.

We build primarily on n8n, which offers enterprise-grade automation at a fraction of the cost of alternatives like Zapier. We also integrate with your existing tools—Monday.com, QuickBooks, Google Workspace, and hundreds more.

We work with whatever you're using. If you love HubSpot or Salesforce, we'll optimize and automate around those systems. If you're drowning in a CRM that's too complex for your needs, we might recommend something simpler like Monday.com. We don't force anyone onto a specific platform—we find what fits your business and budget.

This is one of the most common wins we find. Many businesses end up with overlapping tools—two email platforms, payment processing in three places, customer data scattered across five systems. We audit what you're actually using, eliminate redundancy, and make sure your remaining tools actually talk to each other. Clients often save hundreds per month in subscription fees alone.

Absolutely. Everything we build is yours. We document it thoroughly and train your team to manage it. You're never locked in to us.

Yes—when it makes sense. AI excels at email sorting, document processing, and content generation. But we only use it where it genuinely helps. Sometimes the right answer is a simpler process, not more technology.

You'll have full documentation, video walkthroughs, and trained team members. We offer optional monthly retainers for ongoing support, but many clients run independently after we finish.

All implementations include 30-90 days of support. During that time, we fix any issues at no extra charge. After that, retainer clients get priority support.

Definitely. Many clients start with one project and come back for more. We also offer monthly retainers for continuous improvement and new build capacity.