Quick Shift Audit
$1,500one-time
A focused 2-week audit of your manual workflows plus a detailed automation roadmap you can act on immediately.
- Full process mapping
- Automation opportunity scoring
- 90-day roadmap
- Live walkthrough with your team
Strategy & ImplementationStop paying people
Stop paying people
to retype data.
Equinox Shift designs and deploys AI workflows for real estate, e-commerce, and accounting teams — taking repetitive data entry off your team's desk without replacing the tools your people already know.
2 weeks
Turnaround on the Quick Shift Audit, start to roadmap
$1,500
Fixed audit price — no discovery retainer, no surprises
3
Industries we focus on: real estate, e-commerce, accounting
3 slots
Founding-client engagements open this quarter
01Where we work
Three industries, one expensive habit.
We specialise rather than generalise. These three sectors run on the same repetitive document and data work, and staying narrow is how a small, new firm goes deep instead of guessing.
Listings, leases, and lender packets that file themselves
Broker teams lose whole afternoons rekeying MLS sheets, lease abstracts, and closing documents. We extract, validate, and sync them into your CRM and transaction platform automatically.
Full real estate breakdown- Lease & contract abstraction into structured fields
- Automatic CRM enrichment from inbound enquiries
- Closing-checklist monitoring with exception alerts
Typical target: lease abstraction and CRM entry off your coordinators' desks
02 — How the work runs
A seven-week arc from guesswork to leverage.
- 01Week 1
Diagnose
We sit with your team, shadow the real workflow, and time every manual touchpoint. No assumptions — we measure what the work actually costs.
- 02Week 2
Map & score
Every process gets an automation score: hours saved, error risk, and implementation effort. You get a prioritised roadmap, not a slide deck.
- 03Weeks 3–6
Build
We ship the highest-value workflow first, in your existing stack, with a human approval step wherever accuracy matters more than speed.
- 04Week 7
Hand over
Documentation, team training, and a monitoring dashboard. Your team owns the system — we stay reachable, not required.
- 05Ongoing
Compound
Monthly optimisation sprints. Each workflow we add gets cheaper as the foundation matures.
03Engagements
Three ways to shift.
Fixed scope, outcome driven. We recommend starting with the audit and deciding on the build once you have seen the numbers in your own workflow.
Most chosen
Equinox Build Implementation
$5,000+per project
We design, build, and deploy 1–3 custom AI workflows tailored to the bottlenecks costing you the most hours.
- 1–3 production workflows
- Integration with your existing stack
- Team training & documentation
- 30-day hypercare
Shift Retainer Ongoing
$1,000+per month
Monthly maintenance, monitoring, and continuous optimisation so your automations keep compounding returns.
- Proactive monitoring & alerting
- Monthly optimisation sprint
- New workflow credits
- Priority support
Full deliverables for each engagement are listed on the services page.
04 — Straight talk
No case-study wall. We just started.
Equinox Shift is a new firm, so you will not find invented logos or borrowed metrics on this page. What we can offer instead is a measured baseline of your own work, fixed pricing, and terms that make it easy to walk away if the numbers do not hold up.
01
We measure your baseline before we build
Week one is spent timing the real work: how many documents, how many touches, how long each takes. That baseline is yours to keep, whether or not you hire us to build anything.
02
Founding-client pricing, in writing
We are a new firm and we price like it. Three founding engagements this quarter get the audit at cost and a fixed build quote — in exchange for a candid reference once the work is live.
03
Accuracy benchmarked against your team
Nothing runs unattended until automated output has been compared against your manual baseline, sample by sample. If it does not beat the human error rate, it stays in the approval queue.
04
You keep everything at handover
Workflows, documentation, dashboards, and credentials are yours. The retainer is optional and cancellable monthly — there is no lock-in dressed up as a partnership.
05 — The maths
What is manual work costing you?
Results update live using a conservative 50% automation assumption. It is a planning estimate, not a promise — the audit replaces it with a figure measured on your own work.
Annual cost of manual work
$72,800
Potential annual savings
$36,400
≈ 1,300 hours returned to your team each year.
The Quick Shift Audit delivers a costed roadmap in two weeks. On a build engagement we aim to have the first workflow live within the first month of kickoff, and we agree that target with you in writing before work starts.
No. We build inside the tools you already run — your CRM, ERP, accounting platform, and email. If an integration doesn't exist, we build the connective layer rather than asking you to migrate.
Every workflow that touches money, contracts, or client data ships with a human approval step and a full audit trail. We benchmark automated output against your manual baseline before anything runs unattended.
If you have two or more people spending several hours a week on repetitive data work, the maths usually works. The ROI calculator on this page uses the same model we apply in the audit.
You own the workflows, the documentation, and the dashboards. The retainer is optional and cancellable monthly — it exists for teams who want us maintaining and extending the system, not to lock anyone in.
07 — Next step
Book your consultation.
Tell us where the manual work lives. We reply within one business day with a 45-minute slot and a short list of what we would look at first.
- Response time
- Within one business day
- Hours
- Mon–Fri, 8:00–18:00 ET