How we work

We don't sell software. We don't sell “AI transformation.” We find the profit levers in your business and pull them — using whatever technology works best today. And when something better shows up tomorrow, we swap it in.

Why most tech investments fail

Businesses buy tools hoping they'll solve problems. Those tools sit unused or half-configured. Nobody connects them to actual profit outcomes.

But here's the deeper problem: even when a tool works, the landscape moves so fast that what's optimal today might not be in six months. Most businesses are stuck in one of two traps — paralyzed by too many options, or locked into yesterday's solution.

The gap isn't tools. It's having someone who understands your business, knows what's working right now, and tells you when it's time to change.

The process

Step 1

Application & Assessment

You complete a short application (takes 3 minutes). We review it personally — not an algorithm.

If there's potential, we send you a personalized analysis of your situation within 24 hours. If we're not the right fit, we'll tell you why and point you to resources that can help.

Step 2

Strategy Session

60-90 minute deep dive into your business. Revenue, operations, current tech stack, goals.

We do homework before the call. You leave with a clear roadmap: what to implement, in what order, and the expected profit impact. We also flag what NOT to buy — which sometimes saves you more than what we implement.

Step 3

Proposal

Based on the strategy session, we put together a specific scope, timeline, and investment. Clear outcomes we're targeting — not vague “improvement.”

You decide. No pressure.

Step 4

Implementation

We set up the systems. You stay focused on your business.

Everything is architected with change in mind. Modular. Documented. Built so any component can be swapped without rebuilding from scratch. You're never locked into a tool that's past its prime.

Regular check-ins. Full transparency. You always know what's running and why.

Step 5

Ongoing Evolution

This is where most consultants disappear. We don't.

We monitor the landscape. When a better tool emerges, we evaluate it. When something you're using becomes obsolete, we flag it before it becomes a problem. When new profit opportunities appear, we bring them to you.

You get a standing advisor who keeps your technology stack aligned with your profit goals — without you having to track what's changing in AI, automation, or anything else.

What's included

Depends on engagement

  • Full tech stack audit — what's working, what's waste, what's missing
  • Profit driver analysis — acquisition, retention, revenue per client
  • Implementation of current best-in-class tools for your specific needs
  • Modular architecture — built to evolve, not to lock you in
  • Documentation so your team can operate what we build
  • Measurable ROI tracking — real numbers, not "we think it's helping"
  • Ongoing advisory — landscape monitoring, tool swaps, new opportunity identification

What we won't do

  • Take clients we can't help
  • Recommend tools we get paid to recommend
  • Build systems that trap you — you own everything
  • Promise magic — this is work, not hype
  • Pretend today's solution will be optimal forever

Common questions

How much does this cost?

Initial engagements range from $10,000 to $50,000+ depending on scope. Ongoing advisory retainers start at $1,500/month. We'll discuss specifics after we understand your situation.

Why is this ongoing? Can't you just set it up and I run it?

We can, and you'd be better off than you are now. But the technology landscape is shifting so fast that what we implement today may not be the best option in 6-12 months. The ongoing relationship means you always have the current best answer — not last year's. Think of it like having a financial advisor, but for technology and profit.

How long until I see results?

Most clients see measurable impact within 60-90 days. Some quick wins happen in the first 2 weeks. The compounding effect of ongoing optimization is where the real value builds — months 6-12 typically show the strongest returns.

Do I need to be technical?

No. That's the whole point. We handle the technical evaluation, implementation, and maintenance. You need to understand your business and be available for input on your goals.

What if I'm not sure I'm ready?

Apply anyway. If you're not a fit right now, we'll tell you exactly what to work on first — and give you resources to get there.

What industries do you work with?

We focus on businesses with physical, local, or relationship-heavy operations — trades, healthcare, dental, professional services, construction, and similar. Our filter: "Could a 3-person AI team elsewhere take your clients?" If the answer is no, you're probably a fit.

What happens if you recommend a tool and something better comes out a month later?

We swap it. That's the service. We build everything modular specifically so this isn't painful. Technology moves fast — we move with it so you don't have to.

Let's see if there's a fit.

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