Services

Bounded engagements, calibrated to your operational context.

Every engagement starts with a Workflow Audit. Pricing is scoped to the organization and shared during the diagnostic call — not published as a fixed catalog.

Workflow Audit

Who it's for: For founders, practice managers, and operations leaders who suspect that clients are getting lost between systems.
What's included: A structured review of intake, CRM, scheduling, follow-up, and existing automation. Includes journey mapping, gap analysis, and prioritized recommendations.
Outcome: A documented view of where the client journey loses continuity — and where structured workflows can restore it.

Request Workflow Audit

Automation Readiness Package

Who it's for: For organizations preparing to deploy chatbots, RAG assistants, or AI-supported communication.
What's included: Knowledge-base structuring, response boundary definition, retrieval configuration review, and escalation-path design.
Outcome: A verified foundation that responsible AI-mediated communication can safely sit on top of.

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Pilot Implementation Support

Who it's for: For teams ready to launch a bounded pilot of an automated communication or workflow.
What's included: Pilot scoping, QA test-set design, calibration reviews, and monitoring guidance during a controlled rollout.
Outcome: A pilot with defined success criteria, human escalation, and evidence-based decisions about expansion.

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Monthly Optimization Retainer

Who it's for: For organizations with live automation who need ongoing calibration and continuity oversight.
What's included: Recurring reviews of workflow performance, knowledge-base updates, QA re-testing, and refinement of response boundaries.
Outcome: Sustained reliability of AI-mediated communication and CRM workflows over time.

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Ready to see where your client journey loses continuity?

Request a Workflow Audit. I map your current CRM, intake, scheduling, and follow-up paths, and identify where structured workflows and responsible AI can strengthen continuity.

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