The Operating Playbook.
We pick the workflow that matters most and map how it runs in your stack.
One paid engagement. You leave with the first workflow mapped, a pilot scoped, and the first build decision made.
Service businesses with busy teams and repeatable work.
We work with agencies, consultancies, SaaS firms, and other service businesses. Best fit if:
- Your team already has AI tools and wants them tied to real workflows
- You have a senior person ready to own a new workflow on day one
- You want to know where to start before committing to a full build
Three things you leave with.
The workflow mapped
We choose the highest-value workflow and define how it runs inside your stack. Every input, every handoff, every owner named.
A pilot scoped
Where the workflow can run live first, what it needs to launch, and what you'll measure in the first 30 days.
The first build decision
Whether to move to the Operating Advisor or Operating Partner, and what that looks like for your team.
Four steps.
Runs in two to three weeks.
Discovery call
30 minutes. We qualify the fit and confirm the Playbook is the right starting point.
Interviews
We talk to your executive team and the leads across marketing, sales, and ops. Two hours of your team's time.
Workflow mapping
We draft the prioritized backlog, the tool recommendations, and the pilot scope for the top workflow. You receive it before the final review.
Final review
A working session with your leadership team. We walk the prioritized list together and leave with a clear first step.
The Playbook starts the engagement.
At the final review, we work through the prioritized list and make one decision: what to build first and how. Most teams move to the Operating Advisor or the Operating Partner.
The Operating Advisor
Weekly working sessions with the workflow owner. We review the workflow, prompts, handoffs, QA rules, and rollout plan. Your team builds. We direct the work and keep it moving.
The Operating Partner
We build the workflow in your stack, launch it with the team, tune it in use, and line up the next rollout. Your team stays close to the process. We handle the setup work.
Teams with a clear first workflow can start in Advisor or Partner.
Bring the first workflow you want live.
A 30-minute working call. We'll tell you where to start and which offer fits.