A 6-week done-with-you engagement
I work with your team across Sales, Marketing, Operations, and Customer Service to pull every process out of people's heads, document it in your existing tools, and layer AI on the parts that are ready.
The problem
You buy the tool. It works in the demo. Your team tries it for two weeks. Six weeks later, everyone is back to the old way. The tool was never the problem. The process was.
“AI is a multiplier. If your process is a 2, AI makes it a 4. If your process is an 8, AI makes it a 16. The leverage is in the base number.”
How it works
Each week focuses on one department. By week 6, every process is documented and the AI automations are live.
60-minute diagnostic. We walk through your current systems across all 4 departments. You leave with a map of what is documented, what is missing, and where AI fits.
Map every sales workflow: lead follow-up, pipeline stages, handoff from marketing, proposal process. Document each step with owners, triggers, and tools.
Content repurposing workflow, campaign checklists, social media approval process, content calendar system. Every recurring marketing task gets documented.
Employee onboarding, task handoffs, weekly operations rhythm, capacity planning. The processes that keep the business running get pulled out of people's heads.
Complaint escalation paths, response templates, ticket routing, quality review process. Every customer touchpoint gets a documented workflow.
With every process documented, we identify which steps AI can handle: drafting, reminding, categorizing, summarizing. Then we set up the automations in your existing tools.
What's included
You own every document, template, and automation. Everything lives in your Google Drive.
Sales, Marketing, Operations, Customer Service. Every recurring workflow documented with steps, owners, triggers, and handoff points.
Built in Google Docs, Sheets, and Drive. No new software to learn. Your team can access, edit, and maintain everything from day one.
A clear breakdown of which steps AI handles and which stay human. The documented process draws the line.
AI set up on the processes that are ready. Drafting follow-ups, generating summaries, categorizing tickets, sending reminders.
Every point where work passes between people gets documented: who sends, who receives, how the receiver knows it is their turn.
60-minute calls each week to review progress, unblock issues, and keep the project on track. Async support between calls.
Is this for you?
Results
Real outcomes from real engagements. Each one started where you are now.
“We mapped our entire sales follow-up process in one afternoon. Turned out three leads were falling through the same gap every week. We patched it with a shared sheet and two automated reminders. Revenue went up 22% the next month. The AI part took 20 minutes.”
“Built a scraper that pulled companies using competitor platforms. Fed the list into a targeted outreach sequence every week. Reps stopped cold calling blind. Pipeline from competitive displacement doubled in one quarter.”
“New hires used to take 3 weeks to ramp. We documented the onboarding process in a single Google Doc with AI-generated checklists. Now it takes 8 days.”
“Our content output tripled after we documented the repurposing SOP. Same team, same hours. We just stopped starting from scratch every time.”
“Customer complaints were handled differently depending on who picked up the phone. One documented escalation path fixed it. AI now drafts the first response. Team just reviews and sends.”
“I thought I needed to hire two more people. After mapping the ops workflows, I realized I needed better handoffs. Same team handles 40% more volume now.”
Pricing
Start with the audit to see what needs work. Move into the full engagement if there is a fit.
FAQ
Google Workspace (Docs, Sheets, Drive). If you already use these, you are set. No new software required.
One 60-minute call per week plus 1-2 hours of async input (answering questions, reviewing documents). The heavy lifting is on my side.
The Process Audit Call ($297) identifies which departments need work. If the scope is smaller, we adjust the engagement and price accordingly.
I set up AI automations on your documented processes using tools you already have or can access (ChatGPT, Claude, Zapier, Make). I do not build custom software.
You own everything. Every SOP, template, and automation lives in your Google Drive. Your team can maintain and update it without me. If you want ongoing support, we can discuss a retainer.
Any company with recurring processes and a team. I have done this at Fortune 500 companies (Constellation Energy, AECOM) and at startups with 5 people. The methodology scales.
Yes. The $297 audit is a standalone deliverable. You get a full diagnostic and priority map. If you decide to move into the 6-week engagement, the audit fee applies to your total.
That is the most common starting point. Zero documentation is fine. The whole point of Week 0 is to figure out where you are and build from there.
Ready to start?
60 minutes, $297. We walk through your current systems and you leave with a clear map of what needs work and where AI fits.
Book the audit call →