Here is exactly how I work.
Most consultants show you a slide deck and leave. I build systems with your team, document everything, and hand off ownership before I leave. Here's the process, phase by phase.
Phase 01
Map the work before touching a tool.
I shadow your team's real workflow — not the org chart version, the actual one. I document every process that consumes repetitive human time: reports, onboarding, briefing, monitoring. Then I rate each one on two axes: how repeatable it is, and how much judgment it requires. The result is a prioritized list — the highest-ROI automations, in the order to build them.
Deliverable:10-page AI Readiness Report + ranked automation roadmap
Phase 02
Design the system before writing a line of code.
I design the full automation architecture before building anything. Which tools connect to which. What your team actually touches day-to-day. What happens when something breaks. No black boxes — every component is explained and justified.
Deliverable:Technical specification + tool stack recommendation
Phase 03
I build it with your team watching.
I build the first 2–3 workflows live, with a member of your team present. Not to give a demo — to transfer knowledge. The person who will own this workflow in six months should understand how it works on day one. I don't hand over a black box.
Deliverable:Production-ready automations + internal documentation + team walkthrough
Phase 04
You own it when I leave.
Before I finish an engagement, I document everything: what each automation does, who owns it, how to modify it, and what to do if it breaks. I assign internal ownership. I set up a self-retro cadence. If you want ongoing support, I offer a retainer — but you'll be able to run without me.
Deliverable:Ownership handbook + assigned internal owners + optional retainer offer
WHAT I DON'T DO
- Recommend tools I haven't built with myself
- Deliver a strategy document without implementing it
- Build systems your team doesn't understand
- Take software commissions or referral fees
- Take on more clients than I can give real attention to
WHAT TO EXPECT
Week 1–2
AUDIT
Discovery + report delivery
Week 3–6
BUILD
Automations in production
Week 7–8
HANDOFF
Documentation, ownership transfer
Start with the audit.
The audit is the lowest-risk way to engage. You get a complete picture of your agency's automation opportunity for a flat fee. If the build makes sense, we continue. If not, you have a roadmap you can execute with anyone.
Book a Free 30-Min Call →