Steve Topazi
Founder & Solutions Architect
Workflow setup for small consulting teamsLess busywork.
Less busywork.
More momentum.
Turn messy handoffs, extra requests and weekly reporting into a process your team can run, using tools you already own.
$600 pilot · up to 6 delivery hours
$300 deposit after scope agreement · $300 on delivery
Founder-led · Citrix, NetScaler and Azure experience · StormWind Studios course author
The familiar request
“Can someone
pick this up?”
Forwarded again. Still no owner.There’s a better way through.Lessback-and-forth
✓ A clear next stepRequest understood.
A little structure changes a lot.Request understood.
Owner assigned.
✓ Ready to review→
Which part slows your team down?
A small example. A familiar problem.From “now what?”
From “now what?”
to “here’s next.”
Choose a sticking point. See the kind of structure we help you put around it.
What lands on your desk
“The client is ready. I think we have everything. Who’s taking it from here?”
An email threadAn unclear handoff
Onboarding briefIllustrative output
A handoff someone can own.
Give the next person a clear starting point and make missing information visible.
- Next actionConfirm the kickoff
- OwnerClient coordinator
- Still neededNamed client contact
Sample content, simulated locally. No client data or connected systems.
Something you can useThe work doesn’t
The work doesn’t
end with advice.
You leave with the process, the documentation and a team that knows what happens next.
Browse sample outputs →
Explore the actual sample documents →Start with one focused pilotA working process.
A working process.
A proper handover.
Agreed setup, testing, instructions and a walkthrough.
Up to six delivery hours. Scope confirmed before payment.
$600 USD
$300 before work · $300 after agreed delivery
Find your fit →What’s included and what’s separate?
One agreed workflow, representative tests, written instructions, a walkthrough, and seven days of in-scope corrections. Software costs are separate. Complex integrations, migrations, custom apps and ongoing support need a separate scope.
Terms and payment details →Already have Copilot? We check what your existing tools can do first. The pilot pays for agreed setup, testing and handover. Read the FAQ →
See what you take away.
Open sample outputs →Browse example documents before we talk.
Estimate the effort behind a recurring task
Put a number on the problemWhat does the
What does the
repetition cost?
Use your own estimates to value the current effort. Then see how much improvement would be needed to cover a $600 pilot.
Starting values are illustrative. Use total team time and a rate appropriate to your business.
Show the calculation
Annual hours = weekly occurrences × minutes ÷ 60 × 52.
Annual effort value = annual hours × hourly rate.
Break-even hours = $600 ÷ hourly rate.
Required reduction in year one = $600 ÷ annual effort value × 100.
This assumes 52 working weeks. Extra software and ongoing costs are excluded.
Current effort, based on your inputs
$6,500 / year
86.7 team hours / year
To cover the pilot fee
8 hours
Required year-one reduction
9.2%
9.2% of the annual effort value.
These are arithmetic estimates of effort and the improvement needed to cover the pilot fee. They are not projected savings, cash returns, or a promise that the workflow can achieve that reduction.
Find out whether a pilot fits →The people behind the workGood at technology.
Good at technology.
Better at listening.
Architecture, strategy, design and coordination. Different perspectives, working on the same problem.
Experience you can check.
Enterprise architecture, product design and hands-on training inform how we work. Explore the team’s backgrounds and public professional profiles below.
The demos use fictional data. We’re building our client case-study library; no client outcomes are claimed here.
Jon Swarbrick
Technology Strategy & Architecture
Ivan Volodkin
Product Design & User Experience
Jessica Topazi
Client Experience & Operations
Before we talk.
Why pay if we already have Copilot or another AI tool?
You may not need to. We assess the process first. If built-in features cover it, we say so. A paid pilot covers agreed configuration, test cases, operating instructions, and a walkthrough. It is useful when your team needs help making a repeatable process work in practice.
What is included in $600?
One agreed workflow, up to six hours of delivery work including discovery, setup, testing, documentation, and one walkthrough. We confirm that the proposed task fits before accepting the pilot.
What is outside the pilot?
Custom application development, complex integrations, data migrations, autonomous outbound communications, regulated decision-making, and ongoing managed support. If your task needs more work, you get a separate scope before anything proceeds.
Do we need to buy new software?
Possibly, depending on your existing tools and requirements. We identify any additional subscriptions before you agree to proceed. You own your accounts and pay providers directly.
Is this a completely autonomous AI agent?
The pilot focuses on a useful, bounded workflow. Customer-facing drafts require human review. We agree any integrations and actions explicitly as part of the scope.
Can I book or pay now?
Yes—after we confirm fit and you accept the scope and customer terms in writing. The $600 pilot is paid in two parts: a $300 deposit before work starts and a $300 balance after delivery. Use the deposit checkout on the customer terms page only for an agreed pilot. This is a one-time payment, not a subscription.
Where does work get stuck?
Tell us the bottleneck. We’ll review your request and reply by email to clarify fit and arrange a conversation if useful.
A clear next step.
Preview your full inquiry
Don't include passwords, confidential client records, or sensitive personal information.
Want to try your own text? Open the editable workflow tools →
Quick previewSee a messy handoff
See a messy handoff
become a clear next step.
Pick an example and see the result. Open the editor if you want to try your own redacted text.
Your input
Find the candidate actions
Keyword checks highlight possible actions and preserve their source lines.
Edit the example
Use fictional or redacted text. No accounts are connected, and nothing is sent.
Your result
A clearer review list.
Read the full result
Check suggested actions before using them.
Explore all five workbench tools → · Try structured-data checks and CSV exports →