Start with clarity before adding more tools.
The C.L.E.A.N. Ops Method begins with an audit because most business bottlenecks are not solved by adding another app, automation, or AI tool. They are solved by understanding the workflow first.
Once the workflow is clear, we can determine whether your business needs process cleanup, SOPs, AI support, workflow automation, or a combination — each scoped and priced separately after the audit is complete.
A structured operational audit that maps your current workflows, surfaces friction, and delivers a prioritized clarity report. This is where every engagement begins.
Service-based business owners dealing with:
Best fit for: service-based businesses including consultants, coaches, realtors, and home service providers.
$497
Final audit report delivered within 7–10 business days after your strategy call.
This is a founding client rate available during our beta period. Pricing will adjust after the beta period closes.
This is a strategic audit and recommendation report, not a done-for-you implementation package. The following are outside the scope of this offer:
Once your workflow is documented and your audit is complete, the following services may be recommended based on your specific needs. Each is scoped and priced separately.
Custom AI assistants trained to handle your most repetitive business conversations — intake, scheduling, follow-up, FAQs, and client communication. Think of Sade, the demo assistant on our Meet Sade page, as an example of what this looks like in practice. Your assistant would be built around your actual workflow, not a generic script.
Available after workflow review. Scoped and priced separately.
Automation builds that remove the manual steps your team shouldn't be doing by hand — lead routing, follow-up sequences, appointment confirmations, internal notifications, and more. Built only where your audit confirms automation is the right fit.
Available after workflow review. Scoped and priced separately.
Custom AI agents designed to take action inside your business systems — not just respond, but move things forward. Intake agents, triage agents, scheduling agents, and client-facing support agents. Built after the audit confirms your workflows are documented and ready for agent support.
Available after workflow review. Scoped and priced separately.
Quarterly operational check-ins to keep your workflows clean as your business grows. Includes a light re-audit, updated recommendations, and priority access for questions between sessions.
Available to clients who have completed a C.L.E.A.N. Ops Audit. Scoped and priced separately.
Every engagement begins with the audit.
Add-on services are recommended based on your audit findings — never sold as standalone packages.