Show us how you work. We'll make it run without you.
Every engagement starts the same way: you record a process, we extract it, and we show you where to save time, money, and stress. What to automate, what to document, and what to hand off.
Walk through the work once.
Open our capture tool, hit record, and do the process the way you always do it, narrating as you go. Where you click, what you check, what you'd never trust without a second look.
Already have recordings? Upload them. Loom walkthroughs, Zoom trainings, a screen capture from last quarter. The tool takes what you have.
Don't overthink it. The messier the process feels, the more time there is to save.
We turn the walkthrough into a process document.
The tool extracts every step, in order, plus the things a screen recording usually loses: the decision rules you apply by feel, the checks you do without thinking, the gaps and inconsistencies you've stopped noticing.
The document is yours regardless of what happens next. Most people are surprised by what's actually in their own process.
New-client onboarding
No step confirms the client contact received the kickoff invite. The process assumes it. Two recordings handled billing setup in different orders.
You get a straight answer, in writing.
Within three business days you'll have written notes on the document and a verdict on every piece of the process: automate it, document it, or use it to train. Which parts are a script, which parts are a checklist, which parts genuinely need your judgment.
The review is free. If you want to talk it through, book a call.
Mechanical, repeatable, rule-bound. A machine should be doing this by next month.
Judgment that can be written down. Becomes a knowledge base your team runs on.
Genuinely human calls. The recording itself becomes training material for the next hire.
If something's worth building, we scope it together.
When the review surfaces an automation or a knowledge base worth having, we scope it on an Unlock Call: one conversation, a concrete plan, a fixed price. You keep the document and the notes regardless.
“It's 100% worth the investment to automate!! My only regret is that I didn't do it sooner.”
Britt Sampson· Campaign CultureStart with the work itself.
Record the process you'd most like off your plate.
Written verdict within three business days. Free. The document is yours to keep.