What Gets Built
Concrete workflows.
Measurable delta.
Two examples of the kind of thing a sprint ships. The shapes change per business, the structure does not — manual workflow on the left, what runs after the sprint on the right, with a real net delta in time or capacity.
Workflow comparison
Inbound lead intake
Manual
Owner triages every lead by hand
- 01Lead form drops into shared inbox
- 02Owner reads, decides if real
- 03Owner copies info into CRM by hand
- 04Owner texts/emails back hours later
- 05Some leads go cold before reply
With LvlUp
AI routes, scores, replies in 60s
- 01Lead form fires webhook to n8n
- 02Claude reads, classifies, drafts reply
- 03CRM enriched with lead context
- 04Reply sent in your voice in <60s
- 05Owner sees only qualified, hot leads
Net delta
~14 hrs/week recovered
Workflow comparison
Estimate turnaround
Manual
Estimate sits in someone's queue
- 01Customer requests estimate by phone or form
- 02Note lands in a notebook or shared doc
- 03Estimator reads when they get to it (1–2 days)
- 04Estimator builds and emails back
- 05Customer has already called the next bidder
With LvlUp
Structured intake → AI draft → human review
- 01Customer answers structured intake form
- 02AI drafts itemized estimate from intake + price book
- 03Estimator reviews, adjusts, sends
- 04Customer receives estimate same hour
- 05Owner sees throughput, not bottleneck
Net delta
From days to minutes
Who Qualifies
Audit-first.
Or equivalent spec.
Most clients arrive via the AI Operations Audit. The audit produces the exact spec we need to scope a sprint cleanly. About 70% of audit clients move into a sprint within two weeks of delivery.
If you already have a tight spec from another diagnostic — clear opportunities, ROI math, agreed scope — we can skip the audit and go straight to scoping. Bring the document; we'll review it on a 30-min call and either scope or recommend a focused mini-audit.
What we need from you
- ✓Defined scope: which 2–3 opportunities, what success looks like
- ✓Read access to the systems we'll build into
- ✓A point person on your side (you or your ops lead) for ~3 hrs/week of decisions
- ✓API keys / accounts (we'll guide setup if you don't have them yet)
Delivery Model
Five phases.
Twenty business days.
Same approach we use on enterprise infrastructure work, compressed and tuned for SMB scope. Daily progress visible in a shared workspace. No surprises.
Design
Days 1–2Translate audit findings into build specs. Workflow diagrams, data models, integration points, edge cases. You sign off before anything is built.
Build
Days 3–14Production code in your tools. n8n workflows, Claude/GPT integrations, Airtable schemas, webhook plumbing. Daily progress visible in a shared workspace.
Test
Days 12–18End-to-end testing in a staging environment with real data shape (synthetic where needed). You watch it work before it touches production.
Train
Days 16–20Loom training videos for every workflow. Live walkthrough with you and your ops lead. Your team owns it from day one.
Handoff
Day 20Production cutover. All accounts and API keys in your name. 30 days of post-launch support included for tuning and edge cases.
What Gets Built
The patterns we ship
most often.
Your audit determines which 2–3 of these we actually build for you. Every pattern can be shaped to your specific tools, voice, and operational context.
Lead intake & follow-up
- ›Webhook on form / GBP / call
- ›Claude-drafted personal reply
- ›SMS within 5 min
- ›Sequenced touches at days 1/3/7
- ›Human takeover on reply
Estimate-to-contract handoff
- ›Voice/text intake from estimator
- ›AI-formatted PDF using your template
- ›Email + e-sign in under 30 min
- ›Auto-followup at day 2/4/7
- ›Conversion logged to CRM
Invoice & payment recovery
- ›Past-due webhook
- ›Branded reminder at day 3
- ›Direct follow-up at day 7
- ›Owner-flagged at day 14
- ›Payment link embedded throughout
Customer message routing
- ›Inbound email → AI categorizer
- ›Routed to right team member
- ›Suggested reply pre-drafted
- ›Sentiment / urgency flags
- ›Slack notifications
Weekly operations report
- ›Cron-triggered Sunday 6pm
- ›Pulls from CRM + invoicing + calendar APIs
- ›Claude synthesizes wins/risks/priorities
- ›Email to owner + Slack post
- ›Decisions surface 5–7 days earlier
Internal ops dashboard
- ›Single-page command deck
- ›Pulls live from your stack
- ›Custom views per role
- ›Refreshes on access
- ›Built on Airtable or similar
The Stack
Tools you can
actually own.
Three principles drive every tool choice:
- ▸
Your accounts, your keys. Every API key, every workflow, every database. We never hold credentials you can't reach.
- ▸
No proprietary glue. If we have to build wrappers around our own black-box code, you're locked in. We don't do that.
- ▸
Maintainable after handoff. If you can't replace us with another good builder in a week, we built the wrong thing.
Orchestration
n8n · Make · Zapier where appropriate
AI Layer
Claude (Anthropic API) · GPT-4 / 4o (OpenAI) · DALL-E / Stability for image work
Data & Storage
Airtable · Postgres / Supabase · Your existing CRM
Comms
Twilio (SMS) · Resend / SendGrid (email) · Slack API
Frontend (when needed)
Next.js · Tailwind · shadcn
Infra
Vercel · Cloudflare · Your own accounts always
What You Actually Get
Specific deliverable types.
Not vague "strategy."
Most agencies promise vague deliverables. Below are the specific document and artifact types I currently ship — every week — to a Fortune 500 government-services prime contractor through a partner AI consultancy in 2026. Same shapes, sized for your sprint.
Planning & implementation
- ✓Sprint plan — multi-week, phased, with weekly status
- ✓Implementation plan — versioned (v1 → v2 after review)
- ✓MOP (Method of Procedure) project doc — formal framing
- ✓PRD templates — standardized product-requirements-doc format
- ✓Open-questions log — running customer-side decisions tracker
Demo & launch
- ✓Demo dry-run materials — internal-review documentation
- ✓Demo one-pagers — single-page customer-facing summary
- ✓Future-state HTML walkthroughs — embeddable narrative + visual
- ✓Business-process runbooks — narrative + step-by-step
Status & accountability
- ✓Weekly status reports — for you and any partners
- ✓Code review progress reports — milestone-based when relevant
- ✓Action-item tracking — per-meeting → per-team → aggregated rollup
- ✓Punch lists — milestone gates
- ✓Daily working session summaries — captured for distributed teams
Where the Methodology Comes From
Twenty years.
Senior-rate execution.
The same playbook that powers an SMB sprint is what I've used on federal infrastructure programs ($478K), genAI ad-tech platforms (under NDA), and fintech marketplaces (Stripe Treasury escrow workflows, under NDA). Smaller scope, same rigor.
See the full track record →Scope, Timeline, Range
Three sizes.
Locked at scoping.
Final price is set at sprint scoping based on your audit. These are typical ranges so you can budget.
Focused Sprint
$5,000
2 weeks
1 production automation, full docs, 30 days support.
Best ForSingle biggest opportunity from your audit.
Standard Sprint
$8,500
3 weeks
2–3 production automations, integrated, full docs.
Best ForMost audit clients land here.
Stack Sprint
$12,000
4 weeks
3+ automations, internal dashboard, deeper integrations.
Best ForMultiple workflows touching the same data layer.