Questions
Before you book the call.
The questions we get asked most, answered without hedging. If yours is not here, email us and we will add it.
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.
You do. We process your data only to deliver the engagement, we do not sell it, and we do not use it to train third-party models beyond what is needed to run the workflow you approved.
Every engagement begins with a written scope and a fixed fee. Audits are paid up front, builds are milestone-based, and the retainer can be cancelled with 30 days' notice.
Yes. We work to least-privilege access, document every integration we touch, and are happy to complete a vendor security questionnaire before kickoff.