Every engagement, and what you get for it.
Seventeen fixed-scope engagements in five families. Each has its own page: what it is, what you receive, and how it runs. Nothing here needs a call first. The written price comes after the right-fit conversation, before any work starts.
Whatever you pick below, it is one of these three.
Discovery
One-time · two weeksWe map how the work actually moves, size the return on each fix, and hand you a ranked build plan.
What you keepYou leave with the build plan whether or not we build anything.Implementation
One-time · fixed scopeThe system built inside how you already work, your team trained on it, with a written price before anything starts.
What you keepThe system is yours whether or not we run it.Standing partnership
Monthly · cancel any timeThe architect stays on the account. We watch, tune and govern what we built, and keep improving it as the firm changes.
What you keepCancel any time. The system stays with you.The consulting layer underneath everything we build.
Where the work loses time and money, how it should flow, and the operating rhythm that keeps it improving.
Business-improvement consulting
Operating-system discipline, quality discipline and clarity on where to play. Monthly, with a named architect on the account.
What’s includedOperating system + ISO 9001:2026 implementation
A practical operating system for the firm, documented to ISO 9001:2026 and tracked in monday.com, with mentorship through the first audit.
What’s includedThe system of record: clients, work and follow-through on one set of boards.
monday.com Jumpstart
About fifteen guided hours on the first workflow that needs fixing, so the team is moving within weeks.
What’s includedSolutions architecture
The workspace and data design before anything is built: boards, connected boards, permissions and the integration layer.
What’s includedWorkflow optimization and configuration
Boards, automations and dashboards configured around how your team actually works. Where most monday.com engagements live.
What’s includedPre-built solutions
Industry workflow templates, configured by senior operators and deployed fast. Priced per solution.
What’s includedTraining and coaching
Ongoing coaching so the team adopts what was built. Direct access to the operator, not a quarterly webinar.
What’s includedThe wiring between systems, including the tools that do not offer an API.
Automation audit
Two weeks. We map the manual processes, size the return, and hand over a build plan you can act on with or without us.
What’s includedScenario build
The Make scenarios that connect the stack and automate the flows the audit found.
What’s includedAutomation blueprints
Reusable scenario templates, such as monday.com to QuickBooks, deployed fast. Priced per blueprint.
What’s includedAutomation ops and monitoring
We watch, error-handle and tune the live scenarios so the automations stay healthy after go-live.
What’s includedAgents that do the reading and the first draft, governed, with a person still accountable.
AI employee pilot
One agent, fixed scope, a few weeks. Real output you can judge before committing to anything larger.
What’s includedAI employee onboarding and build
The hiring ritual: a role intake, training on your real sent mail and files, a supervised probation with human approval, then first-pass work around the clock.
What’s includedManaged AI employee
A governed, compliance-checked first-pass worker that runs 24/7. We run and govern it; you can switch it off at any time.
What’s includedCompliance layer for regulated communications
A compliance filter on every regulated reply plus a named human accountable for it. For FINRA, SEC and legal or confidential correspondence.
What’s includedWhen the job is the whole operation, not one tool.
Tools integration and systems wiring
monday.com, Make, QuickBooks and AWS wired into the systems that run the operation. Project-based.
What’s includedmonday.com × Make connected operating system
monday.com as the system of record and Make as the automation engine: boards, automations and external apps running as one operation. Pairs with the managed AI employee for the full stack.
What’s includedNot sure where to start?
Bring the problem, not the solution. The call decides the entry point.