Start with a Quickstart, or go custom.
Quickstart offerings are fixed-scope packages priced per Process Segment — buy now and get your first systematized segment live. For more extensive work, the Consulting engagement below is tailored to your business.
Buy now and schedule your kickoff call right after checkout. If we aren't the right team for your business, we'll tell you on the kickoff and refund you in full.
Playbook
Get one Process Segment out of your head and into a clear, documented Playbook your team can actually run. A real standalone deliverable — not a teaser.
- One Process Segment of your choice (e.g. Lead management, Estimating, Draw management)
- Kickoff call + working session
- Final Playbook delivered as a polished document
- Editable so your team can keep it current
Automation
Fully automate one Process Segment. The Automation is the full package — the Playbook plus the digital checklists, reminders, and automations that make sure the work actually runs.
- Playbook for the Process Segment — included
- Digital task checklists with owners and due dates
- Automated reminders and handoffs
- Triggered workflows built into your tools
- Team enablement session
Additional Automation
Once your Automation is live, add the next Process Segment at a lower price. Same system, applied to the next part of your business — sales, estimating, ordering, field ops, closeout.
- One additional Process Segment, fully automated
- Playbook + automation layer for that Process Segment
- Built into the same stack as your first Automation
- Stacks cleanly with what you've already automated
Consulting
Have an expert guide you and your team through automating your entire business — multiple Process Segments, your chosen tech stack, on the timeline you set. Pricing is based on desired speed/pace and scope.
- Guided, multi-segment automation across your business
- Tech stack confirmed up front and built inside your tools
- Working sessions with deliverables created live
- Final hand-off presentation + 1-year access to lessons and tools
Build the Automation inside your existing tools — Contact us
By default we build Automations on our standard tech stack. If you'd rather we work inside the tools your team already uses, we can — subject to a quick compatibility review to confirm your stack is workable (accessible via API, Zapier, Make, or similar). Pricing is scoped per stack — reach out for a quote.
Talk to our team- Free compatibility review before kickoff
- Built inside your tools, owned by you
- Applies to Automation and Additional Automation packages