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Operating Automation
01 — Pricing

Posted, fixed, and on the website.

No "let's get on a call to discuss pricing." No hidden tiers. No surprise invoices. You know what it costs before we talk.


02 — Engagements

Entry point

$249 Build Session

Ninety minutes. Discovery, build, test, hand-off — live. We pick one workflow you've been meaning to automate and ship it together using the apps already in your Zapier account.

  • + 30 min discovery + 60 min live build
  • + Working Zapier automation (up to ~6 steps)
  • + Loom walkthrough for your team
  • + Honest read on whether deeper work makes sense

$249

One-time · 90 minutes

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Diagnostic

Foundation Audit

Two weeks. An honest look at where your foundation actually is — knowledge, data, systems — and a ranked report of what to do first.

  • + Half-day on-site or full async equivalent
  • + Knowledge, data, and tool audits
  • + Ranked opportunity list with effort/impact/risk
  • + One-page scope for the highest-value next move
  • + Board-ready summary

[$X,XXX]

Fixed price · 2 weeks

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Build

Implementation Sprint

One workflow, scoped tight, shipped working. Includes weekly build sessions, documentation, hand-off training, and 30-day post-launch support.

Project-based

4–8 weeks

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Ongoing

Fractional Advisor

Monthly retainer with a three-month minimum. Weekly working sessions, async support, quarterly outcome reviews. For owners who want a partner, not a vendor.

Tiered

Monthly · 3-month min

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03 — What's not included

No gotchas. Here's what's outside the scope.

  • Software licenses. I don't sell them, bundle them, or take kickbacks from vendors.

  • Ongoing hosting costs. Systems run in your accounts, on your infrastructure.

  • Travel beyond what's included in the flat-rate scope. If extra travel is needed, we agree on it in writing first.

  • Open-ended 'AI strategy' work without a measurable outcome. If we can't define success, we shouldn't sign a scope.


04 — Payment terms

Simple terms. No surprises.

  • +

    Build Session: paid at booking. Non-refundable if cancelled less than 24 hours before.

  • +

    Foundation Audit: 50% at signing, 50% on delivery.

  • +

    Implementation Sprint: 50% at signing, 50% at hand-off.

  • +

    Fractional Advisor: invoiced monthly, net 15.

  • +

    All prices in USD. Payment via ACH, wire, or card.

05

Know what you need?

Book a 30-minute call. No pitch — just a conversation about your operation and whether any of this fits.

Book a call →