How It Works

Short, collaborative, scoped engagements focused on practical outcomes.

Engagement Overview

Most automation solutions projects follow a similar pattern: understand the current reality, design something better, build it collaboratively, and hand it over with full clarity.

Typical engagement: 2-6 weeks depending on scope and team size.

Typical Process

Understand current reality

Map how work actually flows through your team. Interview key people, observe current processes, identify pain points and bottlenecks. No assumptions about what should work—focus on what does and doesn't work now.

Design the system

Create a system architecture that fits your team's reality. Database structures, workflows, templates, and automation requirements. Collaborative design—your input shapes the solution.

Build and adapt

Implement the system in iterative stages. Start with core workflows, test with real work, refine based on feedback. Build in Notion or other tools as appropriate.

Handover with clarity

Full documentation, training for key team members, and clear guidance on maintenance and evolution. You own the system completely—no ongoing dependency.

What this is and isn't

What this is:

  • Practical: Solutions designed for daily use by real teams
  • Tailored: Built for your specific workflows and constraints
  • Grounded: Based on how work actually happens, not theory
  • Collaborative: Your team's input shapes the final system
  • Sustainable: Systems you can maintain and evolve

What this isn't:

  • Templates: No generic solutions or one-size-fits-all approaches
  • Theory: No abstract frameworks or consulting methodologies
  • Transformation hype: No promises of revolutionary change
  • Long-term contracts: No ongoing dependencies or retainers
  • Enterprise complexity: No over-engineered solutions

Common questions

Will this disrupt our current work?

Minimal disruption. We map current processes first, then build and test incrementally. No big-bang changes.

What if we need changes later?

Systems are designed to evolve. Full documentation and training mean you can adapt as needs change.

How technical do we need to be?

Not very. Most solutions use tools like Notion that non-technical teams can maintain easily.

What about data migration?

Planned carefully. We'll map migration requirements upfront and execute with minimal risk to existing data.

Ready to get started?

30-minute call to understand your situation and assess fit. No prep required, no obligation.

What happens after the call: If there's a fit, I'll send a brief proposal with scope and timeline. If not, I'll suggest other resources that might help.

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