Services

Automation first.Custom when it has to be.

Most of what an operator needs is an agent inside a tool they already run, wired properly. We start there. When off-the-shelf genuinely won't do, we build the system.

ServicesAutomation · Strategy · Custom systems
FitOperating businesses, roughly $10–50M
Front doorThe Automation Audit
01Starts with an Automation Audit; ships in a Build Sprint.

AI Automation

The inbox, the CRM and the dispatch desk are where the work already happens, so that is where the agents go. An inbox agent triages, drafts and runs RFQ round-trips over plain email. A CRM or SMS agent qualifies, books and follows up with memory that spans days. Around them: cron fleets, inbox routing, and documents generated at the moment of action. Every agent carries handoff rules — pricing, complaints, anything that matters goes to a human with the full thread attached.

What it covers
  • Inbox agents — triage, drafting, RFQ round-trips over plain email
  • CRM & SMS agents — qualification, booking, follow-up with memory that spans days
  • Workflow automation — cron fleets, inbox routing, documents generated at the moment of action
  • Handoff rules — pricing, complaints, anything that matters goes to a human
Best fit

When a workflow is understood but still done by hand, in a tool the team already lives in.

InboxCRMDispatchDocuments
02The Automation Audit is the front door; Run covers the fractional lead.

AI Strategy & Consulting

Most operators do not need an AI strategy deck. They need someone who has run an operation to sit with the people doing the work, map what actually happens, and say plainly what an agent could take over first. The audit produces that as a written roadmap: sequencing, build-versus-buy, and the data and integration prerequisites. From there, a fractional AI lead owns the plan part-time inside your leadership loop, and enablement trains your team to run the systems they now own.

What it covers
  • Automation audit — workflow map, ranked opportunities, written findings
  • Roadmap — sequencing, build-vs-buy, data and integration prerequisites
  • Fractional AI lead — a builder in your leadership loop, part-time
  • Team enablement — training on the systems you now own
Best fit

When the appetite is there but nobody can say which workflow to start with, or whether the data will support it.

AuditRoadmapFractionalEnablement
03A Build Sprint that keeps compounding; Run keeps it hardened.

Custom AI Systems

Some operations need their own system: a dispatch desk that books freight over email, a CRM where the agents are staff, a telephony layer you own instead of rent. We design and ship those end to end — production-grade, typed, multi-tenant from day one — with agents, tools, memory and guardrails embedded in the software they operate. Integrations to the ERP, telephony, email, auth and payments are wired in, not worked around. On delivery it lives in your repo and your infrastructure.

What it covers
  • Agentic platforms — agents with tools, memory and guardrails, embedded in the software they operate
  • Integrations — ERPs, telephony, email, auth, payments
  • Document engines — rate cons, BOLs, PDFs generated when a load is awarded
  • Voice & messaging — softphones, SMS at conversation depth
Best fit

When the workflow is the business and no rented platform fits the way you actually run.

Next.jsSupabaseClaudeInngest
Where automation lands

Six places an agent
earns its keep.

Not every engagement ships all six. The scope is set by the workflow that hurts, and the rest follows only if it earns its place.

K01Knowledge baseEverything the company knows, searchable and cited — and it stays when people leave.A dispatcher asks which carrier ran a lane best last winter and gets the answer with the loads it came from, instead of asking the one person who remembers.
K02Agents that do workAgents that price a load, draft the reply, chase the invoice, book the job — and stop for approval on rules you set.An agent reads an inbound rate request, prices it against historical lane cost, drafts the confirmation, and stops for approval before it sends.
K03Operations & dispatchLive status across jobs, loads, crews and carriers. Exceptions surface themselves.The two loads missing a carrier at 4pm appear on the board on their own, rather than being discovered the next morning.
K04Documents & quotesBranded quotes, confirmations and PDFs generated from real data at the moment of action.A quote for two loads to a ZIP code comes back as a branded PDF in about three seconds, priced from the same data operations runs on.
K05CRM & pipelineContacts, conversations and opportunities on the same spine as operations, with agent legwork built in.The call, the text thread, the open opportunity and the delivered order are one record, so nobody re-asks a customer something the company already knows.
K06Executive intelligenceThe dashboard the owner actually opens, built on the warehouse underneath.Spend, margin and on-time delivery come from the warehouse, not a spreadsheet somebody maintains by hand on Fridays.

Same terms either way: fixed scope, your repo and your infrastructure on delivery, deliberately conventional architecture, and no retainer required. How we work

The engagements

Audit, then build,
then run.

Each engagement stands alone, ends with something you keep, and is the only prerequisite for the next.

01

Automation Audit

Fixed scope · written output

We sit with the people doing the work, map the workflows, and rank what an agent could take over — by leverage, by risk, and by what your data can support today.

OutputA written roadmap: what to automate, in what order, and what it depends on. Yours either way.
02

Build Sprint

Fixed scope · one workflow live

One workflow, end to end, in production. Not a sandbox — the actual agent doing one real job with real data, early enough to change course cheaply. Then shipped increments, weekly, in readable PRs.

OutputOne real workflow running in production, in your repo.
03

Run

Retainer or fractional

We stay on to run, extend and harden what shipped, or as a fractional AI lead in your leadership loop. Month to month. Everything keeps running if we leave.

OutputSystems that keep improving, and a team that can run them.

Book an audit.

Thirty minutes on a call first. We'll tell you what we'd automate, in what order, and what it depends on — in writing, whether or not you hire us.

Book an audit
Studio, not SaaS — no pricing page, no free trial, no sales team.