How we simplify the work.
Every engagement starts with a free Blueprint. Then we fix one real bottleneck and build from there. Ongoing support is there if you want it.
Step 1: Free Simplify Blueprint
A 30 to 60 minute working session. If it helps, you can also share your screen and show us how the work gets done.
You keep the results either way.
What you leave with
- Bottleneck MapWhere work stalls, from first contact to getting paid.
- Ranked Opportunity ListWhat to fix, in order.
- Recommended quick winThe one fix to start with.
- One-page Phase 1 spec with acceptance testsWhat gets built and how we check it works.
- Fixed quote for Phase 1One price, in writing.
- Context Pack and Connections MapHow your business runs and which tools hold the work.
The method: 4C + 4S
Four C's to learn how your business runs (Context, Connections, Capabilities, Cadence), wrapped in four S's: Stakes, Safeguards, Spec & Sign-off and Support.
Stakes
What a win looks like, in numbers: goals, baseline, budget, timeline
The 4 C's
Context
How work flows in your business, from first contact to getting paid
Connections
Which tools hold your work, and where information gets re-typed
Capabilities
What you'd hand off first, and what a good result looks like
Cadence
What happens daily, weekly and seasonally, and how you want to approve things
Safeguards
Who approves, the edge cases, sensitive data, and how to pause everything
Spec & Sign-off
A one-page spec with acceptance tests that you sign
Support
Optional after the build: portal, monthly review and a light quarterly re-check
The 4 S's The 4 C's
Step 2: The quick win
We pick one of the top three bottlenecks on your list and fix it first. It runs as drafts only at the start, so the risk stays low, and we measure it against where you started. When the fix is small, we aim to have it live about two weeks after you sign the spec.
To [CUSTOMER NAME]
Subject Following up on your quote
Nothing goes out until you approve it.
Step 3: Custom builds
We build the rest one phase at a time. Each phase has a one-page spec, a fixed price and acceptance tests. If something new comes up, it goes through a written change order before any work starts on it.
Every phase
- One-page specIncluded
- Fixed priceIncluded
- Acceptance testsIncluded
- Signed by you before we buildIncluded
New idea mid-phase? Written change order first.
Step 4: Support
OptionalAfter a build, you can add a monthly plan that keeps what we built running and getting better. It's optional. If you'd rather run things yourself, you get the handoff kit and we remove our access.
| Included | No plan | Maintain & Monitor | Optimize & Iterate | Embedded AI Team |
|---|---|---|---|---|
| Runs in accounts in your name | Yes | Yes | Yes | Yes |
| Monitoring, fixes when tools change, monthly report | No | Yes | Yes | Yes |
| Planned improvements or a small new workflow each period | No | No | Yes | Yes |
| AI assistant team we run for you, quarterly Blueprint refresh, priority response | No | No | No | Yes |
Plans are priced by workload and complexity, quoted after your Blueprint. Tier names are working names.
How we work
Before we build
- Access
- Before kickoff, we send one checklist. All logins are set up by day 3, and we stay read-only unless your spec needs more.
- Signed before built
- You sign the spec before we build anything.
While we build
- Quick win
- We aim for your first fix to be live about two weeks after you sign the spec, when the first fix is small.
- Approval
- Nothing goes to your customers until you approve it.
- Your accounts
- Everything runs in accounts in your name.
- Data
- Your data never mixes with anyone else's.
After the build
- When it's paid
- Once a project is paid in full, what we built is yours to keep running. Your data and accounts stay yours.
- Support
- Every request is tracked. Submitted Needs info from you Fixed Confirmed
What a quick win can look like
Example · illustrativeSome fixes are one small automation. Others connect a few of your tools into one system. These run from light to heavy.
These are kinds of fixes, not results. Yours will come from your own Blueprint.
- Fix 01
Missed calls get a text back
When you miss a call, your phone line sends a text you wrote and logs the lead. One tool and one simple rule.
- Fix 02
Invoice reminders go out on time
Reads due dates from your accounting software and sends a friendly reminder when an invoice is late. You approve the wording once.
- Fix 03
Quote drafts from your notes
AI turns your notes and price sheet into a draft quote in your format. You check the numbers and send it.
- Fix 04
An inbox that sorts itself
AI sorts incoming email by urgency and drafts replies to the routine ones. Nothing goes out until you or your team approve it.
- Fix 05
Paperwork entered for you
AI reads invoices or forms, checks them against your records and enters them in your system. Anything that doesn't match waits for a person.
- Fix 06
One front desk for calls, texts and email
Connects your phone, texts and inbox into one queue. An AI assistant answers common questions from answers you approved and hands the rest to your team.
Questions owners ask
The Blueprint
Is the Blueprint really free?
Yes. You keep the Bottleneck Map, the ranked list and the Phase 1 spec whether you hire us or not.
Do I need to be the owner to book?
No. If you can approve a project like this, or bring someone who can, you can book.
How the work gets done
Do I have to switch software?
No. We build in the tools you already use, in accounts in your name.
Do you do AI receptionists?
Only when it's the right fix for your business, as one part of a custom build. It's never where we start.
Do bots message my customers on their own?
No. Everything is drafts-only until you approve it, and there's a kill switch.
Do you use AI to do the work?
Yes. AI does the busywork (drafting, building, testing), and a person approves everything before it reaches you or your customers.
How fast is the first fix?
We aim for about two weeks after you sign the spec, when the first fix is small. Bigger fixes get their own timeline in writing.
Ownership, support and stopping
Who owns what you build?
Your accounts and your data are always yours. Once a project is paid in full, the code we built for you is yours to keep running.
Do I have to sign up for a monthly plan?
No. Support after a build is optional. Add a monthly plan if you want us to keep things running, or run what we built yourself with the handoff kit.
What if I want to stop?
You keep your accounts, data, docs and handoff kit. We remove our access.
Start with one bottleneck.
The Blueprint is free, and you keep it either way.
Book your free Simplify BlueprintWhat happens next
- 1Book a time that suits you.
- 2We spend 30 to 60 minutes on how your work gets done.
- 3You leave with the map, the ranked list and a Phase 1 spec.