All services
Service

Consulting

Clarity first. Then we build only what actually matters.

Not sure where to start? Most businesses have dozens of possible automations — but only a handful move the needle. Our consulting engagements give you a prioritized roadmap grounded in real ROI: which processes to automate first, which to fix, and which to leave alone.

The problems we solve

Sound familiar?

  • A long wishlist of ideas with no way to prioritize
  • Past automation projects that didn't deliver ROI
  • Fear of picking the wrong platform or vendor
  • Leadership alignment gaps on what to automate
  • No internal capacity to lead the effort
What we build

Deliverables

Automation Opportunity Audit

A ranked list of every automation opportunity, scored by hours saved, cost, and complexity.

12-Month Roadmap

A phased plan with clear milestones, budgets, and expected returns for each initiative.

Tech Stack Recommendations

Objective, vendor-neutral guidance on platforms, tools, and build vs. buy decisions.

Fractional Automation Leader

Ongoing advisory to keep your roadmap on track without a full-time hire.

How it works

Our process

  1. 1

    Discovery

    Interviews, workflow shadowing, and data review across every team.

  2. 2

    Analysis

    Every opportunity scored on impact, effort, and dependencies.

  3. 3

    Roadmap

    Prioritized plan with quick wins in month one and compounding wins across the year.

  4. 4

    Executive Readout

    A working session with leadership to align, decide, and commit.

Outcomes

What you can expect

  • A clear, defensible plan the whole team believes in
  • Confidence in where to spend the next dollar
  • Fast quick wins in the first 30 days
  • A framework for evaluating future opportunities
Stack

Tools we love

Custom scoring frameworksMiro / NotionVendor evaluation matricesROI modeling in Sheets/ExcelExecutive dashboards

Vendor-neutral. We recommend what fits — not what we're paid to sell.

FAQ

Common questions

Is consulting required before you build?

No. But if you're unsure where to start, it pays for itself many times over.

Do you push your own tools?

No. Recommendations are vendor-neutral. If a $20/mo tool solves it, we'll say so.

How long is a typical engagement?

Two to six weeks for the roadmap, with optional monthly advisory after.

Ready to explore consulting for your business?

Book a free 30-minute consultation. No pitch — just a working session on your biggest bottleneck.