Understand the role
We work with the people doing the job to understand its purpose, inputs, decisions and exceptions. Together, we define what good work looks like and where human judgement stays.
Answer seven questions about the work itself. We suggest a starting scope and explain the assumptions behind it.
Choose what fits today. You can change any answer.
Twelve months of up to five inboxes, the map, credited if we build.
See the diagnostic →Complete the seven questions to see your starting point.
Start with what slows your team down. Your answers will shape the budget, the breakdown and the next conversation.
Then save your results in Excel or share a link with your team. No email address required.
Ongoing advisory support to understand roles, prioritize opportunities, review tools and vendors, guide your team and support decisions.
We agree the advisory scope and monthly fee with you. No diagnostic or build fee is included in this path.
Implementation, system upkeep and penetration testing are not included in advisory-only support. Any delivery work is scoped separately.
Discuss an AI sherpa retainerSend the advisory option to someone on your team.
Planning software, model and infrastructure spending too? Estimate your total AI costs →
For build + retainer
This is the implementation path. We start with the work and the people who know it, then build and maintain the agreed system. Advisory-only support follows a separately agreed consulting scope.
We work with the people doing the job to understand its purpose, inputs, decisions and exceptions. Together, we define what good work looks like and where human judgement stays.
Consulting turns that understanding into a clear scope: what to automate, what to simplify, which tools and information to use, and how to measure whether the system is doing its job.
We build the agreed workflow, connect it to your existing tools and test normal cases and exceptions. We review the result with your team and prepare it for day-to-day use.
The monthly service covers upkeep, maintenance, security, penetration testing and minor updates. We maintain the existing system as tools change and make small adjustments as your team uses it. The proposal defines the covered systems, testing scope and cadence. New roles and substantial new functionality are scoped separately.


Choose the right engagement
For implementation, start with an Inbox Audit. For ongoing guidance without a build, use the AI sherpa option above. If you deliver AI services to clients, ask about our technical partnership and wholesale pricing.
A free 7-day email sequence
A practical introduction, delivered by email over seven days. Learn where agents can help and how to take your first step.