The Operations Overhaul.

A 6-week engagement that takes a multi-location operation from a fragmented stack to a single source of truth with an AI layer running underneath. Audit, architect, build, deploy, optimise. In that order, every time.

How the engagement is structured

The Operations Overhaul is a fixed 6-week engagement, sprint-based, with a clear definition of done at every stage. You know what's shipping each week before the week starts. There are no surprises in the middle, and there is no scope creep at the end.

It begins with one discovery call. If we're a fit, we kick off the following week.

01
Week 1 · Audit

Map every tool, every handoff, every cost.

We map the operation as it exists today. Every tool. Every manual handoff. Every place a human is filling a gap a system should be handling. The output is a written audit with quantified costs (time, errors, lost revenue) and a prioritised list of what to consolidate, integrate, and rebuild.

  • Tool-by-tool inventory and cost analysis
  • Manual integration layer mapped (where humans are the glue)
  • Quantified revenue leakage and capacity loss
  • Scope locked for weeks 2–5
02
Week 2 · Architect

Design the target system end-to-end.

Before a line of build work happens, we agree on the architecture. What stays. What goes. What gets consolidated. Where the AI layer lives and what it does. How data flows. How the system fails gracefully when something breaks at 3am.

  • Target architecture document with diagrams
  • Tool consolidation plan (what's replaced, what's kept)
  • AI agent specifications and decision boundaries
  • Data migration strategy with rollback plan
03
Weeks 3–4 · Build

Ship the system. Test it before it touches your data.

The build phase. Pipelines, automations, AI agents, custom dashboards, integrations, anything bespoke the audit identified. Every component is tested in isolation and as part of the whole before it touches production data.

  • CRM migration scripts and field mapping
  • AI agents (classification, routing, follow-up, content)
  • Custom dashboards and internal tools
  • API integrations and data pipelines
  • Observability and logging from day one
04
Week 5 · Deploy

Pilot one location. Validate. Then roll.

Multi-location rollouts pilot at one location first. Always. We watch it for a full week, fix anything the live data surfaces, then roll to the rest. Pilot-first is non-negotiable. It's the difference between a launch and a recall.

  • Pilot location go-live with full team training
  • Live monitoring and same-day fixes
  • Validation against the success metrics from week 1
  • Rollout sequence locked for remaining locations
05
Week 6 · Optimise

Tune the system. Document. Hand over.

The system is running. Now we tune it against the live data, document everything, train the team on how to operate and extend it, and decide together what the next 90 days looks like. The week ends with a documented operations playbook your team owns.

  • System tuning against real production data
  • Operations playbook and team training
  • Handover documentation
  • 90-day roadmap and retainer scope (if continuing)

What happens after week 6

Most clients move into a monthly retainer. The retainer is for ongoing optimisation, new workflows as the operation grows, additional locations rolling out, and the kind of work that emerges naturally once the foundation is right.

Some clients take the system, run it themselves, and check in twice a year. That's also fine. The system is yours. There is no lock-in.

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What you own at the end of week 6: The system, the code, the documentation, the playbook, the credentials. All of it. There is no proprietary platform you're renting from me. The work is yours from day one.


What this engagement is not

This isn't a strategy deck. It isn't a recommendations report. It isn't a discovery call masquerading as a project. It isn't a Make.com workflow with an OpenAI node duct-taped to it.

It's the actual operations infrastructure, built end-to-end, deployed into production, owned by you.

If you have a workflow audit you want done first, I do those too as a smaller standalone engagement. (Get in touch →) If you already know what you need and want to skip straight to the build, that conversation also happens on the discovery call.

Ready to map yours?

The discovery call is 45 minutes. By the end of it, you'll know what to fix first and whether the Operations Overhaul is the right shape for your operation.

Book a Discovery Call