From first call
to full automation.
We walk you through every stage of our workflow automation process so you know exactly what to expect, what we'll need from you, and when you'll start seeing results. Two paths, one start: we build your automations for you (Done For You), or we train your team to build them (Done With You).
We designed this process around one thing: clarity.
We've refined this approach over dozens of engagements with Australian businesses. Every step is designed to minimise disruption to your team, maximise the value of our time together, and deliver results you can measure from day one.
Phases 01–03 are the same for everyone. At phase 04, the process forks: we build and run the automations for you (Done For You), or we train your team to build their own (Done With You). Most engagements blend both, and that's something we figure out together at phase 03.
It starts with a conversation, not a sales pitch.
This is a free, 30-minute call with a founder. We get to know your business: your biggest frustrations, the tasks that eat your team's time, and the tools you're currently using. We'll share initial thoughts on what's automatable and what isn't.
There's no obligation, no hard sell, and no proposal at this stage. If we're not the right fit, we'll tell you and point you in the right direction.
- ✓ 30-minute video call with a founder
- ✓ Focused conversation about your workflows
- ✓ Initial thoughts on automation potential
- ✓ Honest assessment of whether we can help
- ✓ Zero cost. Zero obligation.
We roll up our sleeves and map your workflows.
If we both agree there's a good fit, we go deep. We spend time with your team, observing how they work, documenting each step in your key processes, and identifying where time is being lost.
We look at every handoff, every manual step, every spreadsheet workaround. We assess your current tools, how data flows between them, and where the gaps are. Nothing is assumed. Everything is documented. We work across whatever tools you're already using: Zapier, Make, Airtable, HubSpot, Xero, or anything else in your stack.
- ✓ Interviews with key team members
- ✓ Observation of current workflows in action
- ✓ Full process mapping, every step documented
- ✓ Tool and platform assessment
- ✓ Failure points and bottlenecks, identified and documented
You'll see exactly what we plan to build, before we build it.
Based on the audit, we design a custom automation plan. This isn't a vague promise. It's a detailed proposal showing exactly which processes we'll automate, what tools we'll use, how long it will take, and what it will cost.
We also recommend which path fits: we build it for you, we coach your team to build it, or a blend. And we include projected ROI: how many hours you'll save per week, per month, per year. If the numbers don't justify the investment, we'll say so. We'd rather lose a deal than build something that doesn't deliver.
- ✓ Detailed automation blueprint for each workflow
- ✓ Tool and platform recommendations
- ✓ Clear project timeline with milestones
- ✓ Fixed-price quote, no hidden fees
- ✓ Path recommendation: build-for-you, build-with-you, or blend
- ✓ Projected ROI with honest estimates
Here's where the paths diverge.
Both paths share the first three phases. At phase 04, you choose (or we recommend, based on the audit) whether we build and run the automations for you (Done For You), or whether we train your team to build their own (Done With You). Most engagements blend both.
We build it. We test it. We make sure it works.
This is where the real work happens. We build your automations, integrate them with your existing tools, and test everything rigorously against real scenarios, not demos. You receive regular updates throughout. No radio silence.
- ✓ Custom automation development
- ✓ Integration with your existing tools
- ✓ Rigorous testing with real-world scenarios
- ✓ Regular progress updates and milestone reviews
- ✓ Full documentation of every system built
We get your team on board, then build together.
We start with a buy-in workshop that meets resistance head-on. Then we train your people hands-on to design and build AI agents on the same stack we use. No proprietary platform, no lock-in. We ship the first flagship automation (the one that's quickest to build and has the biggest impact on your workload or bottom line) alongside your team, so the momentum belongs to them.
- ✓ Buy-in workshop for the whole team
- ✓ Hands-on agent-building training
- ✓ Ship the flagship automation together
- ✓ Test against real scenarios, together
- ✓ Playbooks and guardrails for what comes next
Most engagements blend both paths: we build the flagship automation while your team learns to build the next one. You don't have to choose today. That's what the proposal at phase 03 is for.
The fork continues after launch.
Whichever path you took, we don't build and leave. Here's what happens after your automations go live.
| We build it | You build it (with us) | |
|---|---|---|
| Training | We train your team to use everything we built, in plain language, not tech jargon | Your team already knows. They built it. |
| Documentation | Plain-language docs for every workflow we built | Playbooks and guardrails your team wrote with us |
| Support | 30-day post-launch support included, then optional maintenance packages | Ongoing coaching: we're on call as your team keeps building |
| Quarterly review | We review performance, fix drift, identify new opportunities | We review what your team has built, coach the next wave |
| Long term | We maintain and improve; you focus on your business | Your team compounds: each new agent is easier than the last |
Either way, you're not abandoned after launch. The difference is who holds the capability long-term: us or your team. Both are valid. We'll help you figure out which fits during the audit.
Things people ask before they book the call.
The first step
Ready to find out what's possible for your business?
Book a free discovery call. No commitment, no sales pitch, just a conversation about what's possible.