The catalog

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.

Book a 20-minute call Describe the problem in writing

Business consulting

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 consultingOperating-system discipline, quality discipline and clarity on where to play. Monthly, with a named architect on the account.Monthly

Operating system + ISO 9001 implementationA practical operating system for the firm, documented to the ISO 9001 standard and tracked in monday.com, with mentorship through the first audit.Fixed scope

monday.com

The system of record: clients, work and follow-through on one set of boards.

How we build on monday.com →

monday.com JumpstartAbout fifteen guided hours on the first workflow that needs fixing, so the team is moving within weeks.Start here on monday.com

Solutions architectureThe workspace and data design before anything is built: boards, connected boards, permissions and the integration layer.Fixed scope

Workflow optimization and configurationBoards, automations and dashboards configured around how your team actually works. Where most monday.com engagements live.Fixed scope

Pre-built solutionsIndustry workflow templates, configured by senior operators and deployed fast. Priced per solution.Priced per unit

Training and coachingOngoing coaching so the team adopts what was built. Direct access to the operator, not a quarterly webinar.Monthly

Make.com

The wiring between systems, including the tools that do not offer an API.

How we build on Make.com →

Automation auditTwo weeks. We map the manual processes, size the return, and hand over a build plan you can act on with or without us.Start here on automation

Scenario buildThe Make scenarios that connect the stack and automate the flows the audit found.Fixed scope

Automation blueprintsReusable scenario templates, such as monday.com to QuickBooks, deployed fast. Priced per blueprint.Priced per unit

Automation ops and monitoringWe watch, error-handle and tune the live scenarios so the automations stay healthy after go-live.Monthly

Anthropic (Claude)

Agents that do the reading and the first draft, governed, with a person still accountable.

How we build on Anthropic (Claude) →

AI employee pilotOne agent, fixed scope, a few weeks. Real output you can judge before committing to anything larger.Start here on AI

AI employee onboarding and buildThe 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.Fixed scope

Managed AI employeeA governed, compliance-checked first-pass worker that runs 24/7. We run and govern it; you can switch it off at any time.Monthly

Compliance layer for regulated communicationsA compliance filter on every regulated reply plus a named human accountable for it. For FINRA, SEC and legal or confidential correspondence.Monthly

Wiring and bundles

When the job is the whole operation, not one tool.

Tools integration and systems wiringmonday.com, Make, QuickBooks and AWS wired into the systems that run the operation. Project-based.Fixed scope

monday.com × Make connected operating systemmonday.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.Fixed scope

Not sure where to start?

Bring the problem, not the solution. The call decides the entry point.

Book a 20-minute call