Skip to main content
01 / AI Roadmap
Step 01 / Discovery

Map the workflow.
Cost the build. No obligation.

A free 30-minute strategy session. We audit your operations, score the highest-ROI workflows, and hand you a costed AI Dashboard blueprint. Yours to keep regardless of whether we build it.

Free
strategy session
2 to 3 weeks
timeline
02 / Inside the ai roadmap

What you walk away with.

A document you can take to your CFO, your operations manager, or another vendor. Yours to keep.

SOP map

We document the 3 to 5 workflows costing your team the most time.

ROI forecast

Hours and dollars saved per workflow, per year. Conservative, upper, expected.

Workflow backlog

Ranked by ROI vs build effort. Where we would start. Where we would not.

Costed Dashboard blueprint

Architecture, integrations, build phases, monthly running cost.

03 / How it works

How the session runs.

No slide deck. No vendor pitch. We work through your operations live and land on a real plan.

01

Pre-call audit

We send a 5-question form. You tell us your stack, team size and biggest admin pains.

02

30-min strategy session

Mac + Ben on the call. We screen-share, map the SOPs, identify the gold.

03

Costed blueprint within 5 days

You get a written brief. ROI, scope, timeline, build cost, monthly cost.

04 / Outcomes

Why operators take it.

Even if you never build with us, the audit pays for itself.

$549K
top single-client annual saving identified
$35M+
savings identified across portfolio
0
pressure or commitment to build
06 / Where this fits

Step 01 of three.

Every client follows the same sequence. Roadmap. Build. Accelerator. You are looking at one piece of a continuous engagement.

You are here
01 · Free strategy session
AI Roadmap
02 · Custom build
AI Dashboards
03 · Ongoing partnership
AI Accelerator
06 / FAQ
Things operators ask

Questions on the call.

If your question is not here, ask it on the roadmap call.

What is an AI Dashboard?
A custom software platform we build for your business. It runs your actual SOPs (quoting, scheduling, invoice reconciliation) automatically. Your team logs in daily, reviews what the AI did, and approves it before anything is executed. The opposite of background scripts you never see.
How long until we see ROI?
First workflow goes live in 12 to 20 weeks. Most clients see measurable savings from week one of launch. Full ROI typically within 12 months. Typical per-workflow savings: $40K to $62K per year.
What does 'human-in-the-loop' actually mean?
Every workflow has explicit checkpoints. The dashboard does the work (drafting, matching, coding, routing). A human approves anything risky or ambiguous. You stay in control of every consequential decision.
Will this replace anyone on my team?
No. The dashboard handles the process work: the data entry, the chasing, the matching. Your team gets their afternoons back to do the relationship and judgment work that needs them. Most clients reallocate. None have laid off.
What integrations do you support?
API-first. Common ones: Xero, MYOB, Procore, ServiceM8, SimPRO, AroFlo, QuickBooks, Salesforce, HubSpot, Outlook, Gmail, Slack, Sharepoint. If your software lacks an API, we have proprietary methods to interact with it.
What if it breaks at midnight?
We watch every workflow 24/7 with automatic alerts. If something breaks on a Friday at midnight, we fix it before your team walks in on Monday. That is what the Accelerator retainer covers.
Who owns the code and data?
You do. 100% of the code, data, prompts and logic from day one. Everything lives in a GitHub repository you control. Data stays in Australian data centres. No vendor lock-in.
How is this different from Zapier or n8n?
Those tools are great for templates. We build production-grade custom dashboards mapped to your SOPs, with monitoring, error handling and human checkpoints. It is the difference between flat-pack and a builder.
What about data security?
Encryption in transit and at rest, audit logs on every action, SOC 2-compatible architecture. We never train models on your data. Compliance docs available on request.
Can we start small?
Yes, and we recommend it. Most clients start with the Roadmap (free), ship one Dashboard workflow, then expand. Build trust with one win before scaling across the org.
07 / Get started
Free 30-minute session

Map the workflow. Then build the dashboard.

30 minutes. Zero obligation. You walk away with a costed AI Dashboard blueprint regardless of whether we work together.