How we work together
Every engagement starts with how your business actually runs. Here's how we get from your first message to automations you can rely on.
Where is your business today?
Every business we talk to is somewhere on this line. Where you are decides where we start.
Stage 1
Running on spreadsheets
You'll recognize it when:
- The same data gets typed into three places
- Reports are built by hand, if at all
- One person knows how everything works
Start with: Operations Assessment
Stage 2
Outgrowing your tools
You'll recognize it when:
- Your apps don’t talk to each other
- You pay for software you half use
- Work falls through the cracks between people
Start with: Solution Build
Stage 3
Running, and needs to stay running
You'll recognize it when:
- Automations exist, but nobody watches them
- A vendor update breaks something every few months
- You find problems when a customer does
Start with: Steady State
How we work together
Every project is scoped and priced to fit your business. We move quickly and adjust as we learn. Begin with the assessment, or skip ahead if you already know what you need.
Operations Assessment
Map how work moves, find the jobs worth automating, and get a written plan with the cost and expected savings for each item.
What you get
- A map of how work moves through your business
- A ranked list of the jobs worth automating
- A cost and savings estimate for each one
- A written plan in plain English
Solution Build
Design, build, test, and launch, with approvals, documentation, and team training. You own everything.
What you get
- Written acceptance criteria
- A test set from your real work
- Approval steps and an activity log
- An off switch and a fallback
- Documentation and team training
Steady State
Monthly monitoring, a full test run after every update, fixes, and new automations as you grow.
What you get
- Monitoring
- A test run after every update
- Fixes
- A monthly summary
- New automations as you grow
Every solution ships with these. No exceptions.
Written acceptance criteria
What “working” means, agreed with you before we build.
Tests from your real work
Past invoices, timesheets, or requests it must handle correctly before launch.
A person approves what matters
Anything that moves money or reaches a customer gets a sign-off.
A full activity log
Every action it took, when, and why.
An off switch and a fallback
If it stops, work goes back to the old way and nothing gets lost.
Plain-English documentation
So your team, or anyone you hire later, can understand it.
From first message to steady state
Get in touch
Tell us a little about your business through the contact form. We read every message and reply personally.
Operations Assessment
We map how work moves and give you a written plan, ranked by what’s worth doing first.
Solution Build
We build, test, and launch, with approvals, documentation, and training.
Steady State
We watch it, test it after every update, and add new automations as you grow.
Find out what your team could stop doing.
Or email info@levelhead.dev. We read every message and reply personally.