An AI system that can carry the work forward.
Shaped around the way your business actually runs. Your agent runs on accounts you own, remembers the clients and open threads behind them, and keeps the work moving while you’re out on the job. You set what it handles alone and what waits for your call.
From $1,500 · 90-minute kickoff · Working on day one · Managed through day 60
AI belongs where the work gets ahead of you.
One customer went quiet after the quote. AI catches it and works it the way you run things, right down to when it’s allowed to send.
Hi Dana,
I hope you and your husband had a good weekend. I wanted to check in now that you’ve had a chance to look over the quote.
A kitchen is a big decision, and I want you to feel comfortable with every part of it. If anything came up as you reviewed it, I’m happy to answer questions, talk through the installation schedule, or revisit any part of the scope with you.
Your quote is good through July 31. Whenever you’re ready, just reply here. And if you need more time, that’s perfectly fine too.
Best Regards,
Tom
Connect the tools.
Then understand the work.
The accounts come first so discovery happens inside the real working environment. You approve every sign-in and permission while I configure the connections with you on a shared screen.
Securely
set up access.
You stay in control of each account while we approve access and confirm that information can move correctly.
- Calendar
- Messages
- Files
- Notes and knowledge
- CRM
- Accounting
- Jobs and field work
Map how the work actually moves.
With the real systems visible, we find the trigger, context, judgment, and next action the agent must understand.
- What starts the work?
- What does the agent need to know?
- Where does it stop for your call?
- What happens next?
Use it on day one. Own it on day 60.
Real use is what turns a configured agent into a reliable system. We review it on days 7, 21, and 45, then complete the handoff on day 60.
Complete the kickoff and begin using the agent on the agreed work.
Reduce unnecessary prompts, tune permissions, and complete the first review.
Adjust skills, context, and outputs using real runs.
Harden connections, exceptions, and recovery behavior.
Complete final testing, documentation, walkthrough, and ownership transfer.
A working system you can operate.
- Connection map
- Skill pack
- Test record
The complete operating package.
At handoff it’s yours to run. I walk you through all of it before we finish, including how to change it when the work changes.
You’ll get a personal reply within one business day.
A few things to know about the build.
What the agent should handle, where it stops, how it is tested, and what the build actually costs.
A chatbot gives you an answer. Standard automation follows a fixed path. An agent can gather context from the tools you approve, decide which step comes next, and take permitted actions across a defined job. It is not a free-roaming digital employee. Its scope, permissions, stopping points, and approval rules are designed into the build.
A strong first job happens often, starts from a recognizable trigger, uses information the agent can securely reach, and has an outcome we can check. It may still require judgment, as long as we can define when the agent proceeds and when it asks you. A one-off task, an unclear result, or a system with no safe way to connect is a poor fit. If a simple rule or template can do the job reliably, I’ll recommend that instead.
Only what we agree. Each part of the job can be read-only, draft-only, approval-required, or automatic. Early in the pilot, more actions can wait for you while we learn where the boundaries belong. Sensitive, irreversible, financial, or unfamiliar situations stay behind an approval point unless you deliberately change that rule later.
We connect only the systems the agreed job needs. You approve every sign-in, permissions are limited where the tool allows it, and you can revoke access. I document what is connected and what the agent can read or change. Data retention and model-training terms vary by provider and account type, so I identify those terms during scoping rather than assuming every AI service handles your data the same way.
It should fail visibly, not improvise past the boundary. The build defines when the agent pauses, asks for missing information, retries a step, or brings the job to you. Corrections and unusual cases from the pilot become tests, instructions, or approval rules so the same failure is less likely to repeat. High-stakes actions remain yours unless the evidence supports a different boundary.
We define what success looks like for the agreed job, then test the agent on real or representative cases throughout the pilot. The reviews on days 7, 21, and 45 examine completed work, missed steps, approvals, and edge cases. Reliable does not mean incapable of error. It means the agent handles the expected cases, stops where it should, and makes failures visible and recoverable. The test record and known limits are part of the day-60 handoff.
Every build starts with one defined job. During scoping, we look at how often the work happens, what it takes today, and what it costs when the job is missed, delayed, or done badly. Then I give you a fixed price for the agreed scope and result. Builds start at $1,500. Your quote identifies what is included, along with any separate software or usage costs. After handoff, monthly care is optional, and new workflows are quoted separately.
No. Care is optional. It covers connection health, compatibility changes, and one focused batch of small adjustments each month. New workflows and integrations are scoped separately, and any direct software or usage charges continue through the accounts you own. The handed-over system is not switched off if you decline or later stop care.
Scoped and priced before anything gets built.