First I map it. Then I build it. Then I keep it running.
Three steps, in that order, in person, here in Marin and across the Bay Area. Most people jump straight to automating. If you automate a broken process you just get a faster broken process.
2.5 hours a day back for a finance exec in San Jose
19 hours a week back for a design studio in San Francisco
Nearly 12 years at Meta before this
Step one
The Walkthrough
I spend time inside your actual operation before anything gets built. Half a day if you’re a small shop, up to two weeks if you’re not. I sit with your people, watch how the job actually gets done, and write down every recurring task that runs the business.
You get five things in writing, and you own them whether or not you hire me for anything else.
The task list.
Every recurring task that runs the business, who does it, how often, roughly how long it takes.
Process maps.
Start to finish, every step, for the two or three workflows costing you the most time and money.
The delete list.
The steps that should not exist at all, gone before a dollar gets spent on software. This is the part that saves you money.
The build roadmap.
What gets built first, second, third, what each costs, what each gives back in hours.
The baseline.
Your response time, quote turnaround, invoice lag, or whatever the equivalent is for your business. So at the end we can prove what actually changed.
Step two
The Build
Now I build the things on the roadmap. Fixed length, fixed scope, and it ends on a date you know on day one. The stuff that works without you changing your habits ships in week one. Call capture, follow ups, reporting. The stuff that needs your team to work differently comes last, because that’s a people project, not a software project.
Priced after the walkthrough. I won’t guess at what your business needs. That’s what the software companies did and it’s why you didn’t buy.
Step three
The Care Plan
Starts the day the build ends. Month to month, cancel whenever you like, no lock in. I keep an eye on everything that got built, we meet once a month, and I make small changes as the business shifts. Email and text in between.
This is where the new habits actually stick. They wobble around week six. The care plan is what catches that.
“I was spending 70% of my time managing projects instead of designing. Jay sat down with me for one afternoon and automated almost all of it away.”
On what this costs
I run my whole business on AI for about $100 a month. The cheapest person you could hire to do this work is $70,000 a year.
