From audit to autopilot, in five stages.
Every engagement follows the same arc, whether it takes four weeks or four months. Nothing changes until you've agreed to it, and nothing gets automated until the structure underneath it can hold the weight.
Audit
Typically 1–2 weeksWe start by understanding how your business actually runs - not how it's documented to run. That means sitting in on the tools you use every day, reviewing how projects are tracked, and talking to the people doing the work.
- Review of every tool, file structure, and shared drive in use
- Mapping of how information moves between people and teams
- Identification of bottlenecks, duplicate work, and workarounds
- A written report estimating time and cost lost to manual work
Architecture
Typically 1 weekBefore anything changes, we agree on the blueprint. This is where we design how information should flow through your business - what lives where, who owns what, and how projects move from intake to delivery.
- A proposed structure for projects, clients, and tasks
- Recommendations on which tools to keep, replace, or retire
- A staged rollout plan your team can absorb without disruption
- Sign-off before a single thing moves
Build
Scope-dependent - usually 2–6 weeksThis is where the foundation gets built. We set up your workspace and project management tools, migrate existing data, and build any custom software your business needs that off-the-shelf tools can't provide.
- Workspace and project management setup or migration
- Custom dashboards, portals, or internal tools where needed
- Templates, naming conventions, and documentation
- Staged rollout - old systems stay live until the new ones are proven
Automate
Runs alongside or after BuildWith a solid structure in place, automation has something reliable to plug into. We connect the pieces - and remove the manual steps that used to quietly eat the day, from file naming to status updates to follow-ups.
- Workflow automation across your tool stack with n8n
- AI-assisted drafting, summarising, and triage where it adds value
- Automated notifications, reminders, and handoffs
- Monitoring so issues surface before they become problems
Handoff
Final 1–2 weeksA system your team can't run without us isn't a system - it's a dependency. We document everything, train your team role by role, and make sure the system runs on its own. We're a call away if it doesn't.
- Role-based training for your team
- Full documentation of systems, workflows, and automations
- A clear escalation path for questions after launch
- Optional ongoing support for ongoing tweaks and monitoring
Every engagement starts with an audit.
No commitment, no jargon - just a clear picture of where your operations stand today, and what the path to a structured, automated business actually looks like for you.
Book your audit