Engagements
The Workflow Sprint
One workstream in your business, mapped and rebuilt with AI agents inside the software you already use. Two to three weeks. One fixed fee.
A workstream is the whole chain, not one task.
A workstream carries a piece of work from its first input to a result the business sells or depends on. It crosses people, systems, and decisions, and it runs every week whether anyone draws it or not. Three illustrative examples, each from a different kind of company:
- From an accepted offer to a closed, compliant file. At an independent brokerage, for example, AI agents read the accepted contract, pull every deadline into the file, build the document checklist from the state and brokerage templates, and draft each request for a missing signature or disclosure. Code does the date arithmetic and the commission split. The transaction coordinator sends every request, and the broker reviews every file before it closes, because a bad file falls on the brokerage's license, not on the listing agent. Only then does the commission go to the title company.
- From an emailed purchase order to a confirmed order. A regional distributor, for example, takes most of its orders as emailed purchase orders. Agents read each one, match every line to a part number and the contract price, check stock in both warehouses, and hold any line they cannot match with confidence. Code posts the order once it clears. A person on the order desk clears every held line, and the credit manager decides every order that pushes a customer past its limit, with the customer's payment history and the order's margin already in front of her. The agents never guess at a part number.
- From a client's month of bank and card activity to a closed month. A CPA firm's client accounting team, for example, closes the books for dozens of small-business clients every month. Code imports the bank and card feeds and codes every transaction it has a rule for. Agents propose the coding for new vendors, draft the client's open questions, chase receipts through the portal, and draft the close package. A staff accountant approves every message before it reaches the client, and a senior reviews every close before she signs it.
A sprint takes one workstream of this size, or a defined stretch of one, and rebuilds it.
Owners underestimate the work, and for a good reason.
An entrepreneur has to believe the work is simpler than it is. An owner who stopped at every point of friction would never grow anything. So the owner sees "we bill monthly" or "we track sales," and the staff who live inside the work rarely see all of it either.
The complexity hides in the exceptions, in the handoffs between systems, and in the judgment calls no one wrote down. At a brokerage, for example, a disclosure comes back signed by one of two sellers, and the checklist marks it complete because a signature is there. At a distributor, a long-standing customer's order runs a few dollars over its credit limit, and one person decides whether it ships today, by a rule that lives only in her head. At an architecture firm, a client asks for a redesign by phone, the hours land in a phase already billed in full, and no one writes the additional-services request that would make them visible.
An agent built on the owner's picture of the work automates the picture. We map the work as it runs, exceptions included, before we build anything.
What you receive
- The workstream mapped as it really runs, not as the manual says it runs.
- Agents built inside your existing tools: your email, your accounting software, your CRM.
- A person's approval on every step that touches money, customers, or contracts, with what the decision needs on the screen at the moment of approval, each one tested.
- The before-and-after numbers: hours a week, turnaround time, and errors.
- A recorded walkthrough and a written guide, so your team owns it.
Good first workstreams run every week and cost you every week.
Choose a workstream that runs weekly or daily, follows rules a person can state, and lives in software an agent can reach. In most companies that means one of these:
- The chain from a lead to a paying customer.
- The weekly numbers the owner runs the company on.
- Producing what the company sells at volume: content, documents, or product.
- The messages the leadership team answers every day.
- Billing, collections, and the exceptions that come with them.
Terms
| Length | Two to three weeks from kickoff |
|---|---|
| Fee | $12,500, fixed |
| Payment | Half at signing, half at handover |
| Scope | One workstream |
Not included
New software for resale, custom application development, website builds, data migration between systems, training beyond the people who run the workstream, and changes to your IT security policy. Each goes on a "later" list at handover.
Some work defeats a sprint before it starts.
A job that runs less than weekly pays back too slowly, and a job locked in software with no way in gives the agents nothing to reach. Start somewhere else.
And when the work stalls on a decision no one has made, agents only reach the stall sooner. That ceiling is architectural. The Enterprise Blueprint finds it.