Services
Start small. Prove the return. Then scale.
Three steps, each with a clear scope, a fixed fee and a result you can measure. You can stop after any of them.
1 · Start here
AI Opportunity Audit
2 weeks Fixed fee, agreed upfrontI map how work actually moves through your teams and find where agents would save the most time and money.
For: Leaders who know AI matters but aren't sure where it would pay off first.
You get
- Interviews with the people who do the work, plus a review of your tools and data
- A map of your key workflows and where work waits between teams
- Your top 5 automation opportunities, ranked by return and effort
- A design for the first agent: what it does, what it touches, where a person approves
- A 90-day plan with costs, risks and the numbers to track
A clear, costed plan you can act on, with me or without me.
- Most popular
2 · Then
Agent Pilot
4–6 weeks Fixed fee, agreed upfrontI build one agent or workflow, connect it to your systems and run it alongside your team until it proves itself.
For: Teams ready to see one agent working on real data, not a demo.
You get
- A working agent connected to your CRM, helpdesk, ads, data or inbox
- Approval steps and guardrails agreed with you before launch
- Testing on your real cases before anything goes live
- A dashboard showing what the agent did, what it cost and what it saved
- Training for your team and a go / no-go review against the agreed metric
One agent in production, measured against a number you already report on.
3 · Then
Scale & Run
Monthly Monthly retainer, cancel anytimeI add agents across functions, connect them into workflows and keep them accurate, safe and cost-efficient.
For: Companies with a first agent live who want more of the business running this way.
You get
- New agents and workflows each month, in the order of return
- Monitoring of accuracy, cost and approvals, with monthly fixes
- Updates as models and your tools change
- A monthly results review with your leadership team
A growing set of agents that keep paying back, without hiring an AI team.
In every engagement
Built to be safe, owned by you and measured.
You own everything
Code, prompts, workflows and data stay in your accounts. No lock-in to me or to one AI vendor.
Works with your tools
HubSpot, Salesforce, Zendesk, Shopify, Slack, WhatsApp, Google and Meta Ads, GA4 and more.
People stay in control
Anything that spends money, makes a promise or contacts a key customer waits for the right person.
Measured from day one
Every agent is tied to a metric you already track, so you can see whether it's paying off.
Questions
Common questions
Do you work with companies in the US?
Yes. Most of the work happens asynchronously, and I keep regular overlap with US Eastern and Pacific hours for calls and reviews.
Do we need a data or engineering team?
No. I design and build the agents myself. It helps to have one person on your side who owns the workflow and can give access to the tools.
Which AI models do you use?
Whichever fits the job and your rules: OpenAI, Anthropic, Google or open-source models. Agents are built so the model can be swapped later.
Is our data safe?
Agents only get access to the systems they need, data stays in your accounts, and business-grade AI services that don't train on your data are used. Every action is logged.
What if the pilot doesn't deliver?
The pilot is judged against a metric we agree before we start. If it doesn't meet it, you get an honest review of why and what would, and you don't have to continue.
Can we start with the pilot and skip the audit?
Yes, if you already know which workflow you want automated. We'd scope it on a call first.
Not sure which step fits?
Book a free 30-minute call. We'll look at one workflow together and I'll tell you honestly whether AI would pay off there.