Consulting & automation.
Clear scope.

A free 30-minute conversation about the operating problem, who owns it, and which systems are involved. We discuss a practical next step. Detailed investigation and a written roadmap are scoped separately when needed.

Yes: for fixed-fee projects we collect a 25% deposit at kickoff to reserve a build slot, calculated from the low end of the quoted range and credited against your invoice. It's fully refundable until development starts. The remainder is billed at go-live, or in equal installments at agreed milestones for projects over 4 weeks. Retainers are billed monthly in advance from the engagement start date.

Fixed-fee scope is locked once you sign the SOW: that's the whole point of fixed-fee. If you add scope mid-build, we'll quote the addition as a separate change order with its own price and timeline. We do NOT slip the original scope to absorb new asks, because that's how fixed-fee projects quietly become hourly ones.

Yes. We sign standard mutual NDAs before any commercial conversation if you prefer to start there. For engagements that involve customer data, we sign DPAs (GDPR / CCPA) and BAAs (HIPAA-adjacent industries). We do not sign one-sided NDAs that bind us indefinitely.

Yes: that's the most common path. We recommend starting with a Workflow-tier build (one high-ROI automation across two or three systems, 2–4 weeks, $3,200–$8,000) so you can see how we work before signing a larger engagement. If it goes well, the next build or a retainer is a much easier conversation for both of us.

Fixed-fee projects: cancel any time before work starts and your deposit is fully refundable. Once development is underway, the deposit is non-refundable but covers all hours worked to date; we hand over partial work + documentation. Retainers: 6-month minimum, then month-to-month with 30 days' notice. We don't lock you into multi-year contracts.

You do: 100%. Source code, n8n/Zapier workflows, Salesforce metadata, configuration files, and documentation are all yours. We deliver via your GitHub or your preferred repo. You can extend, modify, or hand the build off to another vendor without our involvement.

Software licenses (Salesforce seats, n8n cloud subscriptions, Stripe transaction fees, etc.). You pay your vendors directly. Travel + on-site delivery if you specifically need it (rare). Engagement-specific compliance audits or pen tests. Translations + localization beyond English. Anything explicitly listed as out-of-scope in your SOW.

Retainer hours can roll forward one month. So if you don't use your 20 hours in May, they're available in June, but if you don't use them in June either, they expire end of June. We don't operate true "hour bank" billing because it incentivizes hoarding rather than shipping. Hours are tracked in detail and reconciled monthly.

No. Cash-only engagements keep the relationship clean and let us focus on the work rather than managing a cap table. If you're a pre-revenue startup with cash constraints, we can offer extended payment terms (60–90 day net) or a smaller scoped pilot to make the math work.