Know what is
worth changing.
Start with one workflow and the people who know it.
Use a free 30-minute call to describe the work. If you need a written plan, we scope a paid roadmap with options, costs and the assumptions behind each recommendation.
What you get
The paid roadmap records what your team does today, what your tools allow and what each proposed change depends on.
Trace the current work
We follow the agreed workflows, talk to the people who do the work and note where handoffs slow down.
Map the options
For each scoped workflow, we check native features, available tools and the work a custom connection would add.
State the assumptions
We record the current effort, estimated build cost and assumptions behind any savings estimate. Actual results need measurement after launch.
Relevant market notes
Where useful, we review public examples of how comparable teams handle the same work.
Practical build order
A 30/60/90-day plan names what to configure, buy, build or leave manual, subject to your team and tool access.
Live walkthrough
We walk your team through the written plan and record the session as part of the paid roadmap.
How a roadmap comes together
The fit call comes first. We agree the paid roadmap scope, price and timing before a deeper review.
Step 1 · Fit call
Choose the workflow
Tell us which handoff is stuck and who owns it. We agree whether a deeper review would help.
Step 2 · Review
Check the options
For a paid roadmap, we review the tools and constraints with your team, then test simpler options first.
Step 3 · Roadmap
Write the plan
The plan sets out build order, estimated costs and the assumptions behind any expected savings.
Step 4 · Handoff
Walk it through
We review the recommendations together and hand over the agreed documents and recording.
Roadmap fees credit toward any build over $3,500.
What ships with the paid roadmap
These documents make the recommendation reviewable. The free call is a conversation; the written deliverables belong to the separately scoped roadmap.
Full roadmap fees credit toward any custom agent or automation project over $3,500.
Call first, written plan if useful
The fit call is free. A roadmap is an optional paid project, and implementation has its own scope.
30-Min Fit Audit
Discuss one stuck workflow and whether it warrants a deeper review.
- One workflow to examine
- Initial questions about tools and access
- A next-step recommendation
- No paid work without a separate scope
Full Roadmap
Written plan with assumptions and build order. Fee credits toward projects over $3,500.
- Operations review & opportunity matrix
- Benefit estimates with stated assumptions
- Competitor / industry notes
- Tool recommendations & build order
- Walkthrough with your team
Strategy and builds are project-based. Ongoing support is optional.
Who this is for
For small teams deciding which repeated handoff to improve, and how much work the change would take.
Real Estate
Legal Services
Healthcare
Retail / E-Comm
Hospitality
Contractors
Frequently asked questions
Common questions about the audit and roadmap process.
A short call about one workflow, the tools involved and what your team needs from the handoff. We discuss whether a written roadmap or a project scope would be useful.
The optional full roadmap ($1,000–$2,500) includes the agreed operations review, opportunity map, relevant market notes, tool recommendations and build order. Any benefit estimate names its assumptions. The written plan is yours to use.
Yes, if the recommendation calls for a build. We quote implementation separately after checking the systems and access involved. A roadmap can also recommend a native feature or an existing tool.
No. If the workflow is already clear, we can discuss a project scope after the free call. The paid roadmap is for teams that need a written review before building. Roadmap fees credit toward builds over $3,500.
No. The roadmap and any later build are scoped projects. Ongoing care can be agreed separately after a system is live.
No. We are based in Westchester County, NY, and serve NYC, the tri-state area, and remote clients nationwide. Local clients can do in-person discovery when useful.
See related client work
See the building supplier exampleBring one handoff that needs a clearer plan.
On a free 30-minute call, we'll discuss the work, the tools and who reviews the result.
Or explore: Custom agents · Law-firm workflow assessment