We find $25,000 a year hiding in your back office. Then we automate it.
Money Leak Report · example
Illustrative example, not a client result.
The problem
You know AI could help. You've maybe even tried a pilot. Most pilots never move the P&L, because the hard part isn't the AI. It's fitting it into how your team actually works. That's the part we do.
Most pilots never move the P&L. We fit AI into how your team actually works. That's the part we do.
MIT research (2025) found 95% of organizations saw no measurable profit return from generative AI.
How it works
01 · 30 minutes · free
We find your 3 most expensive manual workflows and put a yearly dollar cost on each, live on the call. The audit shows what your current AI tools and subscriptions are actually returning, and where the money is leaking. You leave with a one-page Money Leak Report, whether you hire us or not.
On the call we price your 3 costliest manual workflows. The audit shows what your current AI tools and subscriptions are actually returning, and where the money is leaking. You leave with a one-page Money Leak Report, whether you hire us or not.
02 · 30 days
We build and install the automations, train your team, and set up a savings dashboard so you see the money every month.
We install the automations, train your team, and set up a dashboard so you see the savings every month.
03 · optional
A monthly retainer to run, tune, and find the next leak.
A monthly retainer to run, tune, and find the next leak.
The offer
In 30 days, we find and automate at least $25,000 a year in savings.
Investment
Starts at
$7,500
Against $25K a year in guaranteed savings. Custom builds typically $15–50K.
Founding client pricing: $5,000 for the first 3 clients, in exchange for a case study with real numbers.
I take 3 clients a month. That's how many I can deliver well.
Book your free auditIf the automations aren't on track to save you $25,000 a year within 60 days, you choose: a full refund, or I keep working for free until they are.
What this looks like
Illustrative examples, not client results.
| Workflow | Before | After | Yearly savings |
|---|---|---|---|
| Categorizing 500 transactions/month | 6 hrs/mo | 20 min/mo | ~$1,600 |
| Invoice follow-up | 10 hrs/mo + slow collections | 1 hr/mo, auto-reminders | ~$3,000 + faster cash |
| Lead response | 15 hrs/mo, hours-long replies | Instant replies, 2 hrs/mo review | ~$4,000 + more deals |
Three real engagements. No savings figure attached.
Sales
A four-rep sales team had quietly stopped updating their CRM — logging a call took longer than making one. We replaced that copy-paste with a workflow built around the call itself: pipeline, activity, and dialing in a single view.
A four-rep team stopped logging calls because it took longer than making them. Pipeline, activity, and dialing now live in one view.
Replaced a per-seat CRM
Live · still operated by us
Operations
The work was spread across spreadsheets, a generic CRM, and three shared inboxes. We built one platform the team actually works in, with role-based access for the five groups that touch it.
Spreadsheets, a generic CRM, and three shared inboxes became one platform for the five groups that use it.
Replaced four disconnected tools
Live · still operated by us
Handoffs
Staff were spending their week moving information between systems instead of doing the work those systems were meant to support. We built the layer that handles those handoffs for them.
Staff were moving information between systems instead of doing the work. We built the layer that handles those handoffs.
Client engagement
Live · still operated by us
Your guide
I've spent years running operations and finance, and I personally built the AI agents, dashboards, and automations my team uses every day. I know what it's like to own the P&L, manage the people, and still have to make the tech work.
Most AI consultants know the tools. I know the back office. I'll only promise savings on work I've already done myself.
I've run operations and finance, and I built the AI agents and automations my team uses every day. I'll only promise savings on work I've already done.
Based in Houston. Owner-led companies of roughly 50–500 employees, focused on back-office work.
Free weekly live build
Your data
Six promises, in plain language, before we touch a login.
We work inside your tools, with logins you create and can turn off anytime.
View-only wherever possible, and only what the workflow needs.
We use business AI plans that don’t train on your data.
Included for your team.
An NDA is signed, and everything is deleted when the work ends.
A person approves before anything is sent, paid, or changed.
FAQ
No. We build it, train your team, and support it for 30 days.
Whatever fits what you already have. We avoid adding software you don't need.
We'll know on the free audit. If we don't see a clear path, we'll tell you and not sell you the Rescue.
We agree on the savings math up front. If you're not on track for $25K/year within 60 days, you get a full refund or free work until you are.
You stay in control of the logins, we take the least access the workflow needs, and your data is not used to train AI. The promises above are the full list.
No. We use business AI plans that don't train on your data.
An NDA is signed at the start. When the work ends, we delete what we were given. The logins are ones you create, so you can turn them off anytime.
Owner-led companies with roughly 50–500 employees. The focus is back-office work.
You keep everything. Optionally, a $2,500–4,000/month retainer to run and expand the savings, or a $1K/month upkeep-only plan. Teams of 200+ can start with a $10–15K paid pilot.