You have already decided to move forward. Here is exactly what happens next — step by step, with no surprises.
We begin with the structured audit ($1,500). We map your workflows, identify signals, and design approval gates. If you skipped this step, we complete it now.
You fill out a focused intake covering your tools, team structure, customer flow, and the tasks that keep slipping. This takes 20–30 minutes.
We draw the actual path work takes through your business — not the ideal version. Leads, messages, bookings, approvals, handoffs, and reporting.
We collect samples of your approved tone: past emails, website copy, docs, and any ‘never say this’ rules. The agent drafts in your voice, not generic output.
We build your source material index: approved docs, FAQs, pricing, policies, and past decisions. Every draft the agent produces ties back to this index. You can update it anytime.
We write the approval gate specification: what the agent can draft freely, what needs your review, what needs a second person, and what is blocked entirely.
You receive a written plan: workflow map, approval rules, source index, tool connections, draft examples, and launch sequence. You approve the plan before build begins.
The agent goes live in draft-only mode. It watches signals, prepares drafts, and queues them for your review. Nothing is sent or changed without approval. We tune for 1–2 weeks.
We review the first batch of drafts together, adjust the source material, tighten approval rules, and confirm the reporting schedule. Then the agent runs.
We start with public, read-only, or permissioned access whenever possible. Any production access must be explicitly approved and scoped.
5–10 examples of emails, replies, or docs that sound like you. Plus any style guide or ‘never say’ list.
Special cases, edge cases, and non-negotiables. The agent needs to know when to break the pattern.
Who reviews drafts, who can override, and who gets escalated to when something is unclear.
A visual and written map of how work moves through your business.
A clear rulebook for what requires review and what does not.
The approved knowledge base your agent draws from for every draft.
The full build specification, signed off by you before launch.
Structured review and client intake form.
Workflow map, brand voice, and approval rules.
Agent build and draft-only launch.
Draft review, tuning, and full launch.
No. We start with public, read-only, or permissioned access whenever possible. Any production access must be explicitly approved and scoped.
Yes. Approval gates are adjustable. We review and tune them during onboarding and ongoing operations.
We update the workflow map and source material index. The agent adapts to your current stack, not the other way around.
Usually during Week 3, when the agent launches in draft-only mode. You will see real drafts queued for your review before anything goes live.
Book your AI Workflow Audit or free scoping call to begin.