Systems & AI Audit + 90-Day Build
We audit your entire business, then implement real changes in 90 days so you get time back and break through your plateau.
Sound Familiar?
These are the problems our clients face before working with us.
How It Works
Take the Fit Test
In a few minutes, see how much strain your systems are under and whether you're Prep Stage, Emerging Fit, or Strong Fit.
Intro Call
We talk about where your business is at — volume, team, revenue, stress points. We're honest about whether this level is right for you.
Systems & AI Audit
Deep dive into every corner of your operations. We find the strain, risk, waste, and leverage points.
90-Day Build Sprint
We implement the highest-leverage systems, deploy AI where it truly helps, and train your team to run it all.
Handoff & Support
Your team owns the systems. We provide documentation, training materials, and ongoing support options.
What's Included
Full Business Audit
Deep look at foundations, operations & workflows, calls/messages/lead handling, CRM & pipeline, team roles, and financials.
Phase 1: Prioritize & Design (Weeks 1-3)
Rank what needs to change by impact and risk. Design improved workflows for calls, leads, hand-offs, reviews, and reporting.
Phase 2: Implement & Integrate (Weeks 3-10)
AI Voice Agent, Front Desk, CRM & pipeline, scheduling, dashboards, and automations — only where they reduce real stress.
Phase 3: Train, Tune & Hand Off (Weeks 10-13)
Train your team (ENG/ESP), tune based on real-world use, and decide what's next.
Custom AI Agents
We design and deploy AI agents specific to your business — with guardrails, limits, and clear hand-offs.
Clear Milestones
Payment stages tied to milestones. You know what you're investing, what we're building, and what we're aiming to change.
Who This Is For
This engagement is built for established businesses that are ready to stop band-aiding problems and start building systems that actually scale.
What This Is — and What It Is Not
We want you to know exactly what you're signing up for. No surprises, no fine print.
What This Is
What This Is Not
The 3-Phase Process
Thirteen weeks. Three phases. Clear milestones at every stage so you always know where we are, what we're building, and what's coming next.
Prioritize & Design
Implement & Integrate
Train, Tune & Hand Off
Who You'll Be Working With
Not a rotating cast of junior consultants. The same senior team from day one through handoff.
Ted Lopez
Founder & Lead Consultant15+ years in operations management. Grew a $200K business to $1M+. Father of 4. Managed teams at Chipotle and Qdoba. Understands the real chaos of running a service business.
Suyapa Ferman
Financial Systems & OperationsFinancial audits across Latin American markets. Job costing, ROI analysis, and making sure the numbers actually work. Bilingual English/Spanish.
Leo Valdivia
Engineering & AI SystemsAI specialist with government-grade project experience. System architecture, custom AI agents, and making sure everything connects cleanly.
Transparent Pricing, Milestone-Based Payments
You pay as we deliver, not upfront. Every dollar is tied to a clear milestone and measurable outcome.
Discovery Audit
$2,500Applied as credit toward Full Build
Full Build
$10,000-$25,000Based on scope and complexity
Monthly Management
$1,500-$3,000/moOngoing optimization and support
Milestone-Based Payment Structure
You pay as we deliver, not upfront. Each phase has defined deliverables and clear checkpoints. If we don't deliver, you don't pay for the next phase. The $2,500 Discovery fee is applied as credit toward the Full Build, so you never pay twice for the audit.
Two Ways to Get Started
Not sure which path is right? Start with the Fit Test — it takes a few minutes and gives you immediate clarity.
Take the AI Fit Test
In a few minutes, see where your business stands. Are you Prep Stage, Emerging Fit, or Strong Fit? No obligation.
Start the Fit TestBook an Intro Call
30 minutes. We'll talk about where your business is at and whether this level is right for you. We'll be honest.
Book a Call