I work with four companies at a time. Each gets one finished automation a month, a dedicated build hour every day, a weekly office hour with me, and a support agent on the team around the clock, all built on one platform with guardrails. The three-minute video explains the model. The rest of this page is how it works and how it starts.
One customer request touches the inbox, a spreadsheet, the system you pay for, the one somebody built, and a round of copy and paste. People carry the work between them by hand. Every new tool bought to fix it becomes one more island.
Gartner calls the fix B.O.A.T., business orchestration and automation technologies. The acronym matters less than its middle layer: one conductor that knows where every job stands and what happens next, with agents, people and software all working from the same playbook.
A small enough number that I know your business, your people and your systems. When a slot is taken, it's taken until a partner graduates.
Each automation is finished before the next one starts: documented, tested with the people who use it, and reporting every step. No half-built pile.
Each partner has a dedicated hour of my build time at the same time every day. You know when I'm working on your work, and so does your team.
A standing weekly session with me for troubleshooting and brainstorming: the automation that's running, the one that's next, the thing that broke on Tuesday. Bring whoever runs the work.
A 24/7 AI support agent on the team for questions, ideas and brainstorms between sessions. It answers what it can and briefs me every morning and evening.
One platform runs the workflows. You map the steps, exceptions and handoffs in an editor. Agents do the work. When an agent isn't sure, it stops and asks a person. Nothing becomes a bookmark nobody remembers building.
Between office hours, every partner has a 24/7 AI support agent to talk to. Drop in a question, an idea, a brainstorm, or something you wish was automated, at eleven at night or six in the morning. It answers what it can on the spot and keeps the rest for me.
Every morning and every evening it briefs me on what each partner has raised, so I walk into the week already knowing what you need and what next month's automation should be. You're never waiting on an email to be read.
We write down one process exactly as it runs today: who touches it, in which tool, and where it stalls. This is where most of the value shows up, before anything is automated.
I build the automation in the platform's editor: the sequence, the exceptions, the handoffs, and the guardrails for what an agent may and may not do.
Agents take the routine steps. Your people keep the judgment calls and the conversations that need a person. Every step is attributed and visible in one place.
Prove it, measure it, then pick the next process. Over a year that's a dozen automations that fit together instead of a dozen tools that don't.
The phone, the sales conversation, the judgment call on a tricky account, the training of a new hire. Automation here takes the part of the job nobody wanted and leaves the part that needs a person. That's also why adoption works: the people doing the work get back hours, not a threat.
An in-house quoting tool and bid scraper cut quote preparation for inside sales from about twenty hours a week to about four, and turned a team that waited on leads into one that goes and finds work. The next automation: collections follow-up, with the firm-or-friendly calls kept human.
Every post-enrollment note was typed by hand, about three minutes each, with a queue waiting the day enrollment opens. Booking follow-ups took about forty-five minutes a day. Both become steps that fire on their own, while the phone keeps ringing to a person.
Process-heavy businesses with a small leadership team, somewhere between a dozen and a couple of hundred people, where the owner can still describe the bottleneck in a sentence. Aggregates, insurance, construction, professional services, nonprofits with operations to run. If your work is mostly handoffs between tools, this fits.
“Everything else, other than answering the phone, I would like to automate.”
Ninety minutes with you and whoever runs the work. We map one process as it runs today, decide what the first automation is, and you leave with the map whether or not we go further. If there's a partner slot open and it's a fit, we start the following month.