The Process

Four steps from "imagine AI Leverage"
to a working 90-Day Sprint.

We don't start with a proposal, a scope of work, or a tool recommendation. We start by showing you where AI Leverage exists in your business — then we sequence everything that follows from there.

Before the Steps

Why sequencing is the whole game

Most AI implementations fail because they were built in the wrong order. The tool was real. The intent was real. But somewhere upstream — in a workflow, a handoff, a judgment call only the owner makes — there was a gap that no tool can cross.

You can deploy the best AI automation money can buy on top of an undocumented process and the adoption will fail every time. Not because of the tool. Because the foundation wasn't there first.

Sequencing is the work. That's why the process starts with a report, not a pitch — and why every step after it exists to find your specific AI Leverage, in the right order.

01
Step One

Receive Your AI Leverage Report

Before any call, you get a free, personalized report on where AI is creating real leverage in your specific industry — not a generic AI overview, built for your business.

This is where you start to imagine your business with AI Leverage: what competitors are deploying, where the efficiency gains actually are, and where it's worth your attention.

What's in the report

  • 1What AI tools competitors in your industry are actually deploying
  • 2Where the biggest efficiency gains are for a business like yours
  • 3The leverage points worth your attention first
02
Step Two

The Free AI Leverage Call

This is a live 30-minute call with the SMB team. Not a sales pitch — a real look at the ROI of an AI implementation plan built around your business.

We cover what AI implementations you've already tried and what happened, where the owner is still required in the business, and what the financial picture looks like at the operational level.

You leave with a clear read on the ROI case — whether or not we work together.

What we're looking for on the call

  • Where the leverage points in your AI Leverage Report actually apply to your business — not just your industry
  • What you've already tried with AI, and what happened
  • The ROI case — time back or revenue, in real numbers for your business
  • Whether an AI Implementation Blueprint Session is the right next move

What gets mapped in the Blueprint Session

  • 1The exact build sequence — what gets solved first, and why
  • 2Which parts standard software can solve, and which need a custom tool
  • 3A scoped 90-Day Sprint plan with a clear milestone
03
Step Three

The AI Implementation Blueprint Session

A working session directly with Corbin. This is where the diagnosis becomes a plan — the specific sequence of what gets built, in what order, for your specific constraint.

Every recommendation is filtered through margin, capacity, and operational return. You leave the session with a scoped plan for your first 90-Day Sprint.

04
Step Four

Implement Your First 90-Day Sprint

This is where the work happens. We build the specific system your Blueprint Session mapped — workflow documentation, AI integrations sequenced in the right order, custom tools where standard software can't cross the gap.

Your team gets trained on every system we build. Documentation is finalized so new hires can be onboarded from it. We run a live support window through the finish.

The definition of success is specific: your team runs the system without us, and you own it completely. Some engagements move faster, some come out of the box — either way, we don't call it done until that's true.

What you own at the end of the Sprint

  • Documented workflows your team follows without asking you
  • AI integrations that are adopted, not just set up
  • SOP library new hires can be trained from
  • Custom tools you own outright — no license dependency on us
  • Measurable owner hours freed — not a percentage, an actual number
Step One

Your AI Leverage Report is free.
The clarity it produces is immediate.

No pitch, no proposal, no obligation. See where AI Leverage exists in your business first — then decide if the call is worth your 30 minutes.