We fix the broken processes costing you time, money, and clients.
The boring work still gets done. Your team stops doing it.
Where the week actually goes
The handoff that never happens
Manual data entry between two systems — CRM to accounting, scheduling to billing, email to project tracker. A 6-person CRE firm had one controller roughly 80% absorbed by a single asset because reconciliation was manual. That firm was running a 5-person team while paying for 6.
The report that gets assembled on Friday
Someone spends half their Thursday exporting CSVs from three tools, formatting them in Excel, pasting charts into a deck. By the time the report lands, the data is stale. The work is not analysis. It’s assembly. Every week. Forever.
The follow-up that died in a spreadsheet
A broker sent 150 outreach emails through an Excel mail merge. Half bounced. Zero engagement was tracked. Three deals slipped because nobody could evidence which brokers saw the listing. The system did exactly what it was built to do, which was nothing.
Every fix starts with a baseline and ends with proof.
01 Diagnostic
Start here · FreeFive minutes online. Tell us how your business runs and where it hurts. Then we walk you through your results on a call: your score, and where we'd start. Or skip the form and book a call directly.
5-min form · Results on a call, usually 30–60 minTake the Diagnostic02 Discovery
Paid · Credited toward deliveryWe map how your work actually runs, whether that's one workflow or your whole operation: every step, person, handoff, and system. Then we measure time, cost, errors, and volume. That baseline is what every change gets judged against. The map and baseline are yours to keep, whether or not you go further.
Mapped and measured · You keep both03 Delivery
Monthly, annual, or project-basedFrom one workflow to a full AI implementation. We fix the process first. Sometimes that's a change in steps or roles, not AI. Where AI earns its place, every build ships with:
- Tests that check the quality of what it produces
- A named owner who approves any changes
- Limits on what it can do on its own
- Training so your team actually uses it
Once it's live, we keep it running and measure the change against your baseline.
Scope and pricing set by what Discovery finds
If a workflow doesn't need AI, we'll tell you.
A NYC CRE firm found five broken processes. Three were fixed in the first eight weeks.
“Underwriting rebuilt by hand per deal. Manual broker outreach with zero engagement tracking. One controller 80% absorbed by a single asset. Reactive lease expiration management. Hand-scraped rent comps.”
A broker sent 150 outreach emails through an Excel mail merge. Half bounced. Nobody tracked a single open.
The system did exactly what it was built to do — which was nothing.
This works for a specific kind of business.
for the owner who feels it
- You run an owner-operated business.
- You're the owner or the COO.
- You personally feel the impact of broken, repetitive processes and workflows.
- You and your team spend more time than you should on manual work that shouldn't be manual.
- More than one person on your team is doing more than one job.
- You have the authority to fix it and the budget for a fix.
What’s the most boring repetitive work your team does every week?
If you can name it, we can probably fix it. Take the free Diagnostic: five minutes online, then we walk you through your results on a call, including what it's costing you and where we'd start.
Or DM on LinkedIn →