How it works

An owner at a whiteboard talking with two coworkers in an office.
1Discover

You describe one process. We say whether it fits and which tier. Nothing is charged yet.

2Design

A map, then a written scope for a build. You approve it before we start.

3Implement

We set the workflow up in your accounts and test it on sample data.

4Train and launch

You get the runbook. We ask you to remove our access.

5Grow

You own it. Another process can be a new map. No retainer in this offer.

A small-business owner working calmly at a laptop in a bright office.

Discover

You describe one process. We reply by email with whether it fits, which tier, and a fixed price. Nothing is charged at this step.

Design

A Workflow Map is the one-page plan: steps, tools, what to automate, and what stays human. For a build, you approve a short written scope before work starts.

Implement

We set the workflow up in your accounts and test it on sample data. Check-ins are at kickoff and handoff. We never ask for passwords.

Train and launch

You get a runbook. Connected Workflows also includes a 30-minute training session. We ask you to remove our access.

Grow

You own the workflow. Another process can be a new map later. This offer does not include an ongoing retainer.

Rules that sit beside the steps

What you provide, how payment works, and what happens if inputs are late are written on the policies page. Refunds, revisions, and file deletion each have their own page.

Request a Workflow Map