Operations stack
Any CRM. Any deal or project tracker. Any community. Plus the entire stack around them, installed, configured, and standardized in one to eight weeks. The three we install most often are fixed-price. Everything else is scoped after consultation.
CRM implementation
A CRM that follows up for you instead of waiting on you. Pipeline aligned to your sales process, filtered views, lead routing, response-time standards, QA-tested end to end.
- Pipeline & stage design
- Filtered views, tags, reporting
- Lead routing & round robin
- Response-time standards
- Call / text / email templates
- End-to-end QA with test leads
Pipeline / deal tracker implementation
Team standards and weekly accountability, finally enforced. Account setup, activity standards installed for the team, weekly cadence, deal or project tracking, onboarding flow. Works for sales pipelines, deal flow, project pipelines, and case management. Sisu, Pipedrive, monday.com, ClickUp, Asana, HubSpot Sales, or any platform you prefer.
- Team structure & permissions
- Activity standards installation
- Weekly accountability cadence
- Meeting flow & enforcement plan
- Team onboarding flow
- Leader & team training
Community implementation
Community and course infrastructure that members actually use. Architecture, onboarding flow, course buildout up to 12 modules, accountability engine, moderation, launch.
- Community architecture
- Onboarding flow & start-here path
- Course buildout, up to 12 modules
- Accountability engine
- Moderation rules
- Admin training + Loom handoff
Any other CRM or deal tracker
Any CRM, transaction management platform, or business tool outside the productized three. Configuration, integrations, training, and handoff. Scoped after consultation.
- Enterprise CRM platforms
- Industry deal management tools
- Transaction & forms platforms
- Any other business software
Complex multi-platform rollout
Multi-platform stack rollout, data migration, custom integrations, multi-team training. For teams that need their whole stack rebuilt together.
- Full CRM migration with cleanup
- Sales + marketing + ops alignment
- Multi-brand configurations
- Custom field mapping & reporting
Agentic intelligence
Anthropic-native builds for businesses that want to do more than chat with an AI. Claude installed inside your real workflows, with brand voice, scoped access, and human-in-the-loop controls.
Brand Voice Setup
A Claude Project that writes like you do, every time. Voice rules, banned phrases, vocabulary lock, knowledge base of real examples, reusable output templates.
- Voice rules & constraints
- Banned phrases list
- Vocabulary lock
- Real-example knowledge base
- Reusable output templates
- Testing & iteration
Skills & Subagents
Specialized Claude capabilities for the work you do most. Skills for repeatable document types, subagents for delegated workflows, real-scenario testing.
- Skills for document types
- Subagents for delegated work
- Process formalization
- Real-scenario testing
- Iterative refinement
- Handoff documentation
MCP server build
Connect Claude directly to the systems your team uses. Custom MCP connectors, scoped secure access, production-ready deployment.
- Custom MCP connector(s)
- Scoped secure access patterns
- Production deployment
- Authentication & scoping
- Documentation
- Handoff & training
Agentic workflow
A real business process, run by AI from start to finish. Multi-step workflows chaining tools and Claude, with approval gates and monitoring.
- Workflow architecture
- Multi-step chaining
- Approval gates
- Monitoring & logging
- Fallback & error handling
- Production deployment
Custom software & agentic coding.
When the off-the-shelf answer is not good enough, we build the thing. Custom apps, internal tools, dashboards, full SaaS prototypes. Our reference build is a complete CRM and transaction management platform we run our own business on, end to end on Claude.
Custom internal tool
A focused single-purpose app for an internal workflow. Dashboards, admin UIs, internal portals, lightweight CRUD with auth.
- Database & API design
- Dashboard or admin UI
- Auth & permissions
- Deployment
- Documentation
- Handoff
Full custom platform
CRM-class build with multi-tenant architecture, RBAC, and agentic features built in from day one.
- Multi-tenant architecture
- Database, API, frontend
- Auth, RBAC, audit
- Claude-native features
- MCP server(s)
- Production hardening
Agentic coding partnership
Embedded engineering using Claude Code and agentic dev workflows. Weekly hours block, T&M billing, direct operator collaboration.
- 20 hours per week
- Architecture & build cycle
- Repo, CI, deploy, docs
- Direct operator collaboration
- Weekly demos
- Pause anytime
Add-ons.
Standalone services we attach to a core engagement or sell on their own. Priced by complexity, not by an artificial tier.
Zapier workflows
Standard, advanced, or complex automations across your stack. Branching logic, multi-system sync, dedupe, QA logging at the upper end.
- Standard: linear, 2–3 apps
- Advanced: branching, multi-step
- Complex: webhooks, sync, dedupe
- Testing & QA included
Custom GPTs
Prompt-architected GPTs with guardrails, tone control, and output templates. Tested on real scenarios.
- Prompt architecture
- Guardrails & tone control
- Output templates
- Testing on real scenarios
Data hygiene & migration
Tag and field normalization, dedupe, pipeline standardization, import/export QA sampling.
- Audit & recommendations
- Cleanup & dedupe
- Pipeline standardization
- QA sampling
Training & SOPs
Team training sessions, adoption support, and written SOP documentation in the tool of your choice.
- Live team training
- Written SOP documentation
- Loom library
- Adoption week support