Send
- One recurring process
- Whatever documentation exists
- About five minutes
What does your teamstill do by hand?
Send us one. We build it free, working within fourteen days.
No fee. No subscription. You keep the workflow either way.
Industries the workflows are built for
Recruitment companiesStaffing agenciesExecutive search firmsFinancial advisorsRIA teamsWealth management teamsAccounting firmsBookkeeping firmsFractional CFO teamsFitness businessesGyms and studiosPersonal training studiosRecruitment companiesStaffing agenciesExecutive search firmsFinancial advisorsRIA teamsWealth management teamsAccounting firmsBookkeeping firmsFractional CFO teamsFitness businessesGyms and studiosPersonal training studios
How it works
Four steps, start to finish. You own the accounts, you approve the logic, and you keep the workflow.
Confirm
- A short intake
- One discovery call
- Scope agreed in writing
Build
- Built in accounts you own
- Working within fourteen days
- Success and failure paths tested
Implement
- We train everyone who touches it
- Written procedure and recording
- Handed over, yours to keep
FAQ
What does free actually mean?
No fee, no subscription, and no card. We build your first qualifying workflow at no cost, and it stays yours whether or not we ever work together again.
Do you need access to our systems?
Yes, to the specific tools the workflow touches, and nothing beyond them. Everything is built inside accounts your business owns, access is requested through a documented intake, and you can revoke it at any time without losing the workflow.
What kind of process qualifies?
Something your team already runs on a repeating basis, with enough volume that the time back is worth having, living in tools you already pay for, and with one person who can say yes to how it should work.
What if the process isn't written down anywhere?
That is the normal case. A rough description, a screen recording, or just walking us through it on the call is enough. Writing it down clearly is part of what you get back.
How long does it take?
The workflow is working within fourteen days of your tools and access being connected. Before that there is a short intake and one discovery call.
What happens after you hand it over?
You get the working workflow, a written procedure for it, and a recorded walkthrough, plus thirty days of support while your team settles in. Nothing is hosted by us and nothing stops working if we stop talking.
Why would you do this for free?
Because a workflow running inside your own business tells you more about how we work than any proposal could. We would rather be judged on something that actually runs.