Systems Partner · 3 months · Done with you

I embed with your team.
We build the systems.
AI comes last.

Pick one department. I work with two of your people weekly for 3 months. We map every process, build the systems in your existing tools, then install AI side by side. Add another department when you are ready. Start small. Scale as the wins compound.

See pricingHow it works
3 months
Per department
2 people
Trained weekly
12 calls
Working sessions
$22,500
Per department

The problem

AI tools don't stick because
the processes underneath are broken.

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

Month by month

Per department. 12 weekly calls across 3 months. Two of your people in every session. By month 3, the systems are live and the AI is running on top of them.

0

Process Audit Call

60-minute diagnostic. We walk through your current systems across the department you want to start with. You leave with a priority map of what to document first and where AI fits.

Deliverable: Audit report with priority ranking
1-4

Month 1: Map the department

Weekly calls with your 2-person team. We pull every recurring workflow out of people's heads and document it in Google Docs. Triggers, owners, handoffs, outputs. By week 4, the whole department is written down.

Deliverable: Complete SOP library in your Google Drive
5-8

Month 2: Build the systems

We turn the SOPs into working systems. Templates in Google Docs. Trackers in Sheets. Install VS Code or Claude Code where your team needs real tooling. The team learns to use them alongside me, not just from me.

Deliverable: Live systems your team runs on day one
9-12

Month 3: Install AI, hand off

With processes documented and systems live, we identify which steps AI handles. Drafting, reminding, categorizing, summarizing. I build the automations side by side with your team so they can maintain them after I leave.

Deliverable: Working AI automations + team ownership

What's included

Everything you walk away with

You own every document, template, and automation. Everything lives in your Google Drive.

2 people from your team trained

Two people per department work alongside me every week. They ask questions, build with me, and own the systems after I leave. No single-point-of-failure knowledge.

Process maps for your department

Every recurring workflow documented with steps, owners, triggers, and handoff points. Start with one department. Add more at the same rate.

SOP library in your existing tools

Built in Google Docs, Sheets, and Drive. Plus hands-on install of VS Code, Claude Code, or Gemini where your team needs actual tooling.

12 weekly calls over 3 months

60-minute calls each week with your 2-person team. Working sessions, not theory. Async support between calls for blockers.

AI built side by side

I do not hand you a finished automation. We build it together so your team can maintain and extend it after I leave.

Retainer option after 3 months

If you want ongoing support or to add another department, continue at $20,000 per 3 months. No pressure, no auto-renewal.


Is this for you?

This engagement is a fit if.

You have a team of 5 or more people
Processes live in people's heads, not in documents
You have bought AI tools that nobody uses
New hires take too long to ramp because nothing is written down
You lose deals, miss handoffs, or drop tasks because the process is unclear
You want AI to work but do not know where to start

Results

Companies that mapped their
processes before adding AI

Real outcomes from real engagements. Each one started where you are now.

F
FiscalNote
Sales Operations

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.

22% revenue increase in 30 days
Q
Quorum
Operations

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.

2x pipeline from competitive displacement
A
AECOM
HR & Onboarding

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.

Onboarding: 3 weeks to 8 days
F&
Frameworks & Data
Marketing

Our content output tripled after we documented the repurposing SOP. Same team, same hours. We just stopped starting from scratch every time.

3x content output, same team
CE
Constellation Energy
Customer Service

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.

Response time cut in half
BP
Buy Plus Savings
Operations

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.

40% more volume, zero new hires

Pricing

Two ways to start

Start with the audit to see what needs work. Move into the full engagement if there is a fit.

Entry point

Process Audit Call

$297
60 minutes, one-time
  • Deep-dive on one department (you pick)
  • Identify what is documented vs. tribal knowledge
  • Priority-ranked list of processes to map first
  • Clear recommendation on where AI fits
  • Audit fee applies to your first month of Systems Partner
Book a Process Audit
Systems Partner

Embed with your team, department by department

$22,500
per department · 3 months · done with you
Retainer continues at $20,000 per 3 months
  • 2 people trained per department, weekly
  • Full process map + SOP library
  • Hands-on install: VS Code, Claude Code, Gemini
  • 12 working-session calls + async support
  • AI automations built side by side
  • Your team owns everything at the end
Apply for Systems Partner

FAQ

Common questions

Do I have to start with all 4 departments?

No. The minimum is one department for 3 months at $22,500. Most companies start with the department that is bleeding the most time or revenue, get results, then add the next one.

Who from my team is in the weekly calls?

Two people per department. Ideally the person who owns the work and one person who wants to grow into systems thinking. They build alongside me so the knowledge stays when I leave.

What tools do I need?

Google Workspace (Docs, Sheets, Drive). That is the base. During the engagement I install and train your team on VS Code, Claude Code, or Gemini where it makes sense for your workflows.

How much time does my team spend per week?

One 60-minute call plus 2-3 hours of work between calls (building, documenting, testing). The people in the calls treat this as part of their job, not an extra project.

What happens after the 3 months?

Your team owns everything. If you want to add another department or keep ongoing support, the retainer is $20,000 per 3 months. No auto-renewal. You decide when the work is done.

Do you build custom AI tools or write code for us?

I build automations alongside your team using Claude Code, Gemini, Zapier, Make, and your existing tools. We write the scripts and workflows together so your team can maintain them. I do not build proprietary software you cannot touch.

What size company is this for?

Companies with a team of 5 or more and real recurring workflows. I have done this at Fortune 500 companies (Constellation Energy, AECOM) and at startups. The methodology scales.

Can I start with just the Process Audit Call?

Yes. The $297 audit is a standalone deliverable. You get a full diagnostic and priority map. If you decide to move into the Systems Partner engagement, the audit fee applies to your first month.

What if my processes are a mess and nothing is documented?

That is the most common starting point. The whole point of Week 0 is to figure out where you are and build from there.

Ready to start?

Book a Process Audit Call.

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 →