Our process

How we build AI agents for your business, in four steps.

This is how a full build runs, from discovery to support. You don’t have to start at step one: if you already have a plan, or only need training or support, start there.

30-minute intro callOne team, start to finishWorks with your current tools

The process

From discovery to a system your team leans on.

Every build follows the same four steps, whether it’s one agent for one job or a fleet of agents splitting a bigger one.

  1. Discovery

    We start with an intro call. Then we find the repetitive admin work where it makes little difference who does it. That’s the work AI should take.

    • We map your tools, your team, and the work that repeats every week
    • We rank each task by what AI costs to run against the hours it saves
    • Knowledge base: we gather your how-to guides (SOPs), docs, past proposals, and FAQs so agents answer from your information instead of guessing
    • Context pack: we collect your offers, customers, voice, and templates so any AI tool starts every task already knowing how you work
    • You get a roadmap: what to build first, and why
    See consulting and workflow audits
  2. Design and build

    We build on the platform that fits the job: Claude, ChatGPT, Codex, Cursor, Gemini, and Grok Bot. Your context pack works in any of them, so you aren’t locked in.

    • AI agents: one agent handles one job from start to finish, like researching a prospect before a call or chasing unpaid invoices
    • AI workflows: routine work with several steps, run across your email, CRM, documents, and calendar, with a person approving anything that matters
    • AI fleets: for bigger jobs, several agents split the work and run on a schedule. One researches, one drafts, one reviews, overnight.
    • We build your knowledge base and context pack and load them into the tools your agents use
    • We test everything on your real work before it goes live
    See Claude Custom builds
  3. Launch and train

    Your people stay on the front lines with customers and prospects, where trust and judgment matter. We teach them to approve and steer the AI working behind them.

    • We go live in stages, on a schedule that suits your business
    • We show your team what each agent does and where it hands off to a person
    • We teach your team to spot and fix the AI’s mistakes
    • We write short guides your team can check without calling us
    • We stay on call until your team runs it without us
    See Claude Concierge coaching
  4. Optimize and support

    Once it’s live, we watch how each agent performs and fix what’s off. As your business changes, we keep the AI up to date.

    • We track accuracy and hours saved for each agent and workflow
    • We adjust each agent’s instructions, and where it hands work to a person, based on what your team tells us
    • We update your knowledge base and context pack when offers or processes change
    • We add new agents or workflows when the hours saved outweigh what they cost to run
    • We check in with you on what to take off your team’s plate next
    See support and maintenance

Working with us

What you can expect.

Whatever we build, three things stay true.

Your business keeps running

We test on examples of your real work first, then go live one piece at a time. Your team keeps working as usual while we build.

Plain language

You always know what we’re building, why, and what it costs to run. No jargon and no surprises.

Nothing breaks quietly

Anything that matters goes past a person before it goes out, so mistakes get caught early. With ongoing maintenance, we also keep watch and fix small issues before they grow.

Get started

Find out where AI fits in your business.

30 minutes to find where AI can take work off your team’s plate and see if we’re a good fit.

Book an Intro Call
Book an Intro Call