Five steps. About seven days end to end for a single workflow. No daily check-ins required from you. Here's exactly what happens at each step.
The whole arc, at a glance
Discovery call (15 min)
→
Scoping doc (48 hr)
→
Build (~5 days)
→
Test run (1 day)
→
Walkthrough + handoff
01
Day 0
Book the 15-minute discovery call
Tell me the one task draining your week. We talk about what would actually help, whether AI is the right tool, and what one workflow could realistically do for you. The call is free. There is no preparation required from you. If AI is not the answer for your business, I will say so on the call.
Your part: Book the call. Show up. Tell me what's annoying.
02
Day 1 or 2
Receive a scoping doc
Within 48 hours of the call, you get a one-page scoping document. It names the trigger (when the workflow runs), the action (what it does), the tools (what's already in your stack vs. what needs to be added), the success metric (how we know it worked), and the timeline.
You read it. You push back on anything that doesn't match what you said. We adjust. Once you sign off, I send an invoice for the agreed price ($750 for one workflow, $1,500 for three). You pay. The build starts.
Your part: Read the scoping doc. Push back if anything is off. Approve. Pay.
03
Days 3 to 7
The build
I build the workflow. Usually some combination of Zapier or Make for the automation layer, Google Sheets or Airtable for the data backbone, and Claude or ChatGPT for the language piece. The technical stack depends on what you already pay for.
You get a brief progress update around the midpoint of the build. No daily standups, no Slack channels, no project management theater. If I hit a question that needs your input, I ask it directly and concisely.
Your part: Answer one or two clarifying questions if I have them. Otherwise, nothing.
04
Day 7 or 8
Test run on your real data
Before the workflow launches, it runs on your actual data with me watching. We catch the edge cases that always show up the moment you point a workflow at real inputs: weird formatting, missing fields, unusual customer names, tone calibration. I adjust.
This is the most important step. A workflow that looks great in theory and breaks the first time it sees real data is not a workflow. It's a prototype. We finish this step when it handles your actual data cleanly.
Your part: Confirm a small set of real test inputs are okay to use. Review the output. Tell me if the tone is off.
05
Day 7 to 10
Walkthrough and handoff
We do a 30-minute walkthrough call. I show you the workflow running, where to find it, how to pause it, how to edit it if your business shifts. Then you get a written handoff guide covering everything in the walkthrough, plus the things you'll forget by week three.
You own everything. The Zapier account is in your name. The Airtable base is yours. The prompts are yours. If you want to take the whole thing and hand it to someone else next year, you can.
If you want ongoing monitoring and small adjustments, you can add the $500-per-month support tier. Most owners skip it and run the workflow themselves. That's fine. The handoff is built for that.
Your part: Show up to the walkthrough. Skim the guide. Decide whether you want the optional support tier.
What about three workflows at once?
The three-workflow tier ($1,500) follows the same arc but compressed: one discovery call covers all three, one scoping doc lists three workflows, the build takes two to three weeks instead of one, and the walkthrough covers all three together. The math is straightforward: the discovery overhead doesn't triple, so the per-workflow cost drops to $500.
What happens after launch?
Most workflows just run. The whole design philosophy is "narrow enough to not need babysitting." If your business shifts (new tool, new team member, new service line), the workflow needs an adjustment. That's where the optional $500-per-month support comes in, or you can pay for a one-off update.
If something breaks unexpectedly, I'll fix it free for the first 30 days regardless of whether you're on the support tier. After that, it's $150 per hour for one-off changes if you're not on monthly.
What can derail a build
A few things make the timeline slip. None of them are about the AI.
Messy data backbone. If your tenant list is half in Buildium and half in a spreadsheet, the first day of the build is cleaning that up. I'll flag this in the scoping doc.
Scope creep. "While we're at it, can it also do this?" Yes, but it becomes a second workflow at a separate price. I won't let scope drift quietly.
Tool access. If we need API access to a tool you use and it takes your team three days to grant it, the build pauses. I name the tools in the scoping doc so this is set up early.
If you're still figuring out which workflow to start with, the two-minute quiz on the home page asks five questions about your business and points you to the three workflows worth starting with.
No. You explain the task in plain language. The build is on me. The handoff guide is written for someone who doesn't want to become a Zapier expert. You can run the workflow without ever touching the back end.
What if I want to change the workflow myself later?
The handoff guide covers the most common edits: changing the trigger, adjusting the prompt, swapping the destination. For deeper changes, the $500 monthly support tier handles it, or you can pay for a one-off update.
Can you sign an NDA?
Yes, before the discovery call if your business needs that. Just ask when you book and I'll send one over.
What if the discovery call shows AI is not the right answer?
I'll say so on the call. Sometimes the answer is hire a part-time assistant, fix the data backbone first, or pick a different tool entirely. I'd rather lose a sale than build something that doesn't help.
Do you work with businesses outside the US?
Yes, if the workflow doesn't need to integrate with country-specific tools or comply with country-specific regulations I'm not familiar with. Most workflows are tool-agnostic. Ask on the call.
Ready to start?
Book the call. Tell me the one task that's draining your week. Twenty minutes, free.
