Is the Workflow Audit really free?
Yes — completely free, no credit card required. It's a 45-minute working session where I review your current workflows and identify at least $5,000 in annual savings opportunities. If I can't find that threshold, I'll send you a written workflow review afterward at no charge, with my honest assessment of what I'd recommend instead. No pitch. No follow-up.
What does the AI Starter Pack include?
The Starter Pack is a focused 30-day implementation covering 3–5 of your highest-value workflow bottlenecks. Pricing runs $2,500–$3,500 depending on scope, which is set clearly after the Workflow Audit before any work begins. It includes tool configuration, integrations with your existing systems, team training, documented processes, and a 30-day post-launch check-in.
How does the AI Co-Pilot Retainer work?
The retainer is month-to-month with no long-term contract. Three tiers are available: Essentials ($750/mo) for monitoring and light tuning, Standard ($1,500/mo) for ongoing automation builds and support, and Growth ($2,500/mo) for full continued implementation. You can adjust tiers or cancel any month. Most clients start the retainer after completing a Starter Pack.
What is the difference between the Starter Pack and Full Practice Automation?
The Starter Pack ($2,500–$3,500) is a focused 30-day sprint targeting 3–5 specific workflow bottlenecks — the right starting point for most small professional service firms. Full Practice Automation ($5,000–$9,000) is a broader 60–90 day engagement for firms with more complex operational needs: multiple departments, advanced handoffs, and 8–12 workflows to improve. Most clients start with the Starter Pack and expand from there once they've seen results.