Start with the messy version.
Bring the workflow as it exists. Describe where it begins, what follows and the part that has become annoying. A polished process map is unnecessary.
A half-finished process, a spreadsheet someone trusts more than the CRM, a recurring handoff that keeps needing rescue. That is enough to begin.
Bring the workflow as it exists. Describe where it begins, what follows and the part that has become annoying. A polished process map is unnecessary.
Where does it originate? Which system knows what? Who carries it, and where does the real state diverge from the official process? I talk with the people who actually do the work.
Judgment, relationships, unusual situations and consequential decisions need an appropriate human owner. Routine coordination can be designed around that accountability.
We agree the systems of record, shared business memory, integrations, processing, interfaces and controls. The design defines ownership and what finished means.
Notion, automation, APIs, selective AI and custom code earn their places by solving the problem. Installation starts at $5,000; a focused first piece can be ready in as little as one week.
Your team tries representative work and important exceptions. We verify the agreed outcome, fix implementation defects and document the operating layer.
Business Nervous System Stewardship is $2,000/month. I monitor the system, repair ordinary failures and adjust existing workflows as the work changes.
If we need to understand the wider company before deciding what to build, the $999 Read gives us that view. A specific workflow can go straight to Installation. We agree the scope before work begins.
Starting at $5,000
As little as one week
You can point to a workflow worth rebuilding. We agree the operating design and build a functioning first piece.
See the build$2,000/month
Custody of the operating layer
After installation, I look after the system and adjust existing workflows as the business changes.
See ongoing custody$999
90 minutes + a written Read
Too much of the company depends on you. I examine how the work holds together and recommend where to start.
Explore the ReadEach system keeps the role it is suited to. Notion often represents the shared operating work, while accounting, CRM and specialized applications remain authoritative in their domains.
A specific problem, an agreed design, representative examples and access to the people and systems involved. The build period begins once those prerequisites are available. Larger scopes have their own timing.
We define the business outcome and how to verify it. Testing covers ordinary operation and important exceptions. A successful automation run is one piece of evidence, not the complete acceptance criterion.
I first establish its condition and dependencies. Stabilization or major reconstruction is separately scoped; Stewardship then covers the installed operating layer in an agreed condition.
Your data and client environments remain yours. The operating map, automation inventory and ownership notes are maintained so another competent operator can assume custody.
Show me what actually happens. I’ll follow the information and identify a useful place to start.
Show me your workflowInstallation: as little as one week, starting at $5,000.