How it works
Teardown → Build → Expand.
One ladder, two doors — independent RIAs and web-design agencies. This is how our AI automation services run: a clear path from a free teardown to a live AI operating system that pays for itself and compounds, with a target we agree on and keep building until we hit.
Teardown
Build
Expand
Teardown
The 27-Point RIA Operations Teardown or the Agency Delivery Teardown — we find where time and revenue are leaking.
We analyze how your firm operates today, put a dollar figure on the gaps, and identify the highest-leverage opportunities. No cost, no commitment.
Audit / Sprint
RIAs get the AI Operations Audit + Roadmap; agencies get the 7-Day Proof Sprint — one live client project shipped in ≤7 days.
Paid, scoped, and 100% credited to the build. You see the plan — or a shipped project — before you commit to the engine.
Build
The 1-Week Delivery Engine (agencies, from $15,000) or the Fiduciary Onboarding Engine (RIAs, from $25,000).
We design, build, and integrate the system on your infrastructure, billed to milestones. Every node is logged, every decision visible, and we don’t stop until the agreed target is met.
Run
The system runs. You get reports, insights, and actions. We keep it tuned.
A care retainer is always attached: we monitor, optimize, and evolve the system so it stays accurate, fast, and aligned with your goals.
Expand
The Firm Operating System or the Agency Operating System — scoped per engagement as you scale.
More workflows, more leverage. Your system compounds, and we help you capture the upside.
Inside a build
Twelve stages. Fifteen artifacts. One live log.
Every build follows the same 12-stage cascade — agentic automation in production, where each node is an agent with an owner, a system output, and a visible status. It’s agentic process automation you can actually audit, not a black box.
Trigger
1 artifact
Ingest
1 artifact
Info dump
2 artifacts
Content spine
1 artifact
Sitemap
1 artifact
Brief
1 artifact
Human gate
1 artifact
Figma ingest
1 artifact
Draft
1 artifact
SEO
2 artifacts
QA
1 artifact
Deliver
1 artifact
What you get
Outcomes, not activity.
A production system
A working system that runs your workflows and delivers measurable results.
A live audit log
Full visibility into every step, decision, and change—always up to date.
Operator handoff docs
Clear playbooks and SOPs so your team can run it with confidence.
A maintainer
We monitor, optimize, and evolve your system so it keeps getting better over time.
See it run on your business.
Book a call and we’ll teardown one of your highest-leverage workflows for free, then show you the blueprint and the numbers — before you commit a dollar.
Free teardown · 2 build slots + 2 advisory retainer seats · Build-Until-It-Works guarantee
Built with the tools you already trust