Fixed scope. Fixed price. Integrated into your existing tools. You see results before we talk about anything else.
$2,500-$4,000 · Starts with a free diagnostic
Start With a Free DiagnosticTwo weeks from kickoff to go-live. One workflow at a time.
We define the exact workflow: what triggers it, what it does, what systems it touches. You approve the spec before we build anything.
We build the workflow inside your existing tools. We connect what you already have and configure the AI layer on top.
We run the workflow through real scenarios, fix anything unexpected, document how it works, and hand it over to your team. Then we monitor it for two weeks.
If your workflow isn't on this list, book a diagnostic. We'll figure out if it's worth building.
A good pilot is not the biggest possible AI project. It is the smallest workflow that can prove value in the real business. We want one trigger, one owner, one handoff, and one metric that tells us whether the build worked.
The workflow starts when something observable happens: a form is submitted, a call is missed, a quote is sent, a document is uploaded, or an appointment is booked. Clear triggers make the system reliable and easier to test.
Every pilot includes an escalation path. If the AI cannot classify a request, if a message is sensitive, or if the customer needs judgment, the workflow routes the case to a person with the context already attached.
Before launch, we define the scorecard: response time, completed intakes, booked calls, no-show rate, quote follow-up coverage, or hours saved. The workflow is judged by the metric, not by whether it feels impressive.
After launch we monitor real usage for two weeks. That period catches the cases a whiteboard misses: odd replies, incomplete records, duplicated contacts, wrong routing, and edge cases in your tools. We tune the workflow before handoff so your team gets a working operating system, not a demo.
Before touching your tools, we write the workflow in operational terms: trigger, inputs, output, owner, fallback, and success metric. That prevents vague builds and makes review easier for your team. If the workflow is lead follow-up, we define the sources, message timing, qualification questions, routing rules, and stop conditions before building the sequence.
Demo data hides problems. Real workflows include incomplete forms, duplicate contacts, odd replies, missing phone numbers, reschedules, and urgent messages that should never be handled automatically. We test those cases before launch so the AI layer knows when to act, when to pause, and when to hand off to a person.
Your team gets documentation that explains what the workflow does, how to pause it, how to review outputs, where alerts go, and what metric to watch. We also monitor the first two weeks after launch because live usage always reveals small adjustments. The pilot is finished when the workflow is understood, running, and measurable.
The pilot is usually built with tools your team already uses: your CRM, inbox, calendar, forms, field service platform, ATS, EHR, accounting workflow software, or a lightweight automation layer such as Make or Zapier. Boring is good. It keeps ownership clear, reduces training time, and makes the workflow easier to maintain after launch.
A pilot should know when to stop. If a message contains sensitive information, if data is missing, if the confidence is low, or if a customer asks something outside the workflow, the automation pauses and routes the case to a person. That makes the system safer and gives your team confidence using it.
We also leave room for the way work actually happens. Teams rename fields, customers reply out of order, staff members develop shortcuts, and edge cases appear after launch. The pilot is designed to absorb those realities instead of assuming the process will behave perfectly.
That is why we prefer narrow pilots over broad transformations. A focused build gives the team a working example, exposes the true maintenance needs, and creates a cleaner path for the next workflow.
We use the diagnostic to scope the pilot. Book the call first and we'll take it from there.
Book a Free AI Diagnostic