Turn your best handoffs into AI workflows the whole team can use. Onboarding, billing setup and renewal preparation, built from your SOPs and everyday know-how in the ChatGPT, Claude, Copilot or Gemini you already pay for.
Built for the AI you already use.
Claude
Copilot
GeminiIllustrative workflows. Built around each client’s own procedures and standards.
What your team brings to each run
The closed-won CRM export and signed order for a new customer.
The rules already built in
Use the company’s onboarding template. Take billing terms from the signed order. Name the missing details and who needs to supply them.
Customer success reviews the handoff, enters the setup and sends the messages. The next person starts with the work prepared.
Prepare the engagement letter, client setup and billing details from the accepted scope and fee, using your practice’s templates.
Combine product usage, support tickets and CRM notes into an account-risk list. Put the evidence beside each account so your lead can plan the conversation.
Bring portfolio reports, CRM open items and recent correspondence into an agenda and one-page summary for the adviser.
Use the opportunity record, partner’s notes and past proposals to draft in your format. Apply your staffing and fee rules, and list what the notes leave unanswered.
Your team knows which details matter, which customers need a different start and what sales tends to leave out. We capture those distinctions from existing procedures or real examples, then build them into a workflow anyone handling the job can use.
Your operations, sales and customer-success leads agree the handoff and what a complete result looks like. We test against that standard, then have your team run real work in its own account.
The CRM holds the opportunity. The order, onboarding and billing live elsewhere. Your workflow brings those pieces together from files and exports, following your way of doing the whole job.
For an existing workflow, these introductory sprints offer a focused way to begin. Choose based on what’s already written down; each delivers one working AI workflow and handover notes.
You have an agreed procedure
$750
One written procedure built into a workflow, tested and handed over. Three days once the procedure, examples and workspace are ready. Five business days of defect support included.
The know-how needs capturing
$3,500
We capture one team’s procedures and build one priority workflow. About two weeks from the first interview, with ten business days of defect support after handover.
Introductory conversion offers, once per client, using files and exports. For a broader brief, explore team & company implementations. Establishing a function? Build a new capability. Integrations and ongoing development are scoped with you.
Bring the handoff that takes the most chasing. We’ll identify the useful first workflow and the quickest way to get your team running it.