The Diagnostic Call
Twenty minutes, over video. We examine one workflow, find one bottleneck, and prescribe one fix live. It is genuinely useful even if nothing follows — that is the point of it.
Book it →How it goes
Done-with-you is not a slogan; it is a method. We do not disappear with a brief and return with a black box. We sit beside your team, rebuild the work in front of you, and leave the skill behind. Here is exactly how that unfolds.
12 of fifteen advisory seats open
The Optimization Loop
This is the engine of the retained advisory. Every workflow we rebuild travels the same loop — and the loop never really ends, because there is always a next thing worth improving.
We watch the work as it really happens — not the tidy version. The bottleneck is usually not where anyone assumed.
We rebuild that one workflow on AI together, on your shared screen, using your own files. You steer; we do the driving until you can.
Once the new way earns its keep, we let the machine carry the repetitive part — with a human checkpoint kept exactly where judgment lives.
We document it, hand it to your people, and it becomes how the firm simply works. Then we pick the next workflow and begin again.
and then the loop begins again, one workflow further in.

Each workflow compounds on the last.
The ladder
You climb only as far as you want to. Most firms begin at the top of this list and never need the rest; that is by design.
Twenty minutes, over video. We examine one workflow, find one bottleneck, and prescribe one fix live. It is genuinely useful even if nothing follows — that is the point of it.
Book it →The full paid diagnostic. We watch your team actually work, then deliver the Audit Deck — and the deck is the proposal. There is no separate proposals process.
The retained engagement, and the reason for the cap. Two forty-five-minute working calls a month with your screen shared, rebuilding one workflow at a time through the Optimization Loop — plus a direct async line, answered within one business day. Capped at fifteen firms.
When a workflow deserves its own machine, we scope, build and maintain it: an agentic system that runs on schedule, reports back, and keeps a human checkpoint where judgment lives. It never speaks to your clients unsupervised.
For teams
A working session for a team, not a lecture. We start with an intake call so the day is built on your real workflows, run live builds in the room, and send full documentation after. It is a way into the advisory — and worthwhile entirely on its own.
Ask about a workshop on the call →We learn how your team really works before we plan a minute of the session.
We build on your workflows together, on screen, while everyone watches and learns.
Everything built is written up and handed over, so the day keeps paying off.
Proof
The first case studies are being written now. Rather than borrow anyone else’s numbers, here is the exact shape they will take — and every entry below is marked, plainly, forthcoming.
Forthcoming
A workflow ran X hours a month by hand. Rebuilt in n calls. Now Y minutes — and a human checkpoint.
Forthcoming
A workflow ran X hours a month by hand. Rebuilt in n calls. Now Y minutes — and a human checkpoint.
Forthcoming
A workflow ran X hours a month by hand. Rebuilt in n calls. Now Y minutes — and a human checkpoint.
Where it starts
Bring one workflow that eats your team’s time. Leave with a fix you can use today, and a clear sense of whether we are the right hand for the rest.
12 of fifteen advisory seats open