Services
Strategy. Implementation. Adoption.
Our approach starts with the business problem, not the technology. Three ways to work together, usually in this order — though many clients start wherever makes sense for where they are today.
Opportunity Audit
Fixed scope
A structured evaluation of your customer journey, technology, communications, and internal workflows — using the MAC Opportunity Framework to find where AI and automation would create the greatest measurable impact.
- Full walkthrough of your current tools, workflows, and customer touchpoints
- Opportunity mapping across Manual Work, Acquisition & Adoption, and Communication
- A prioritized AI & Automation Opportunity Roadmap with expected impact and effort
- A recommendation on where to start first
Implementation & Build
Scoped per roadmap
Once we know where the value is, we build it — automations, integrations between your existing tools, and, when needed, a fully custom website with an admin back-end built around how your business actually operates.
- Automation & workflow builds (lead routing, follow-up, data sync, reporting)
- Custom website design and development with a front end built to convert
- Custom admin back-ends tailored to your operational needs — not a generic template
- Integration with your existing CRM, phone, and communication systems
Ongoing Optimization
Retainer
AI and automation aren’t a one-time install. We monitor what we built, tune it against real usage, and keep finding the next opportunity as your business grows.
- Monthly review of automation performance and adoption
- Ongoing tuning, fixes, and small feature additions
- Quarterly re-audit against the MAC Opportunity Framework
- Direct access for questions, changes, and new ideas as they come up
Not sure where you fit?