Methodology

Three stages.
Days, not months.

The same delivery method runs every engagement — whether it's a $495 Process Build or a $2,995 Front Office. Engineered, tested, and installed, not cobbled together and hoped for.

The Method

Built on 25 years of operations experience, not a weekend boot camp.

Most automation vendors come from software engineering. They learned enough about business to sell to it, but they don't understand how operations actually work. So they build automations that are technically impressive but operationally brittle.

Strategic Workflows comes from the opposite direction. I spent 25 years on production floors, in supply chains, in operations — applying Lean and Six Sigma long before AI made serious automation affordable for small businesses.

That background shows up in every build. Before we touch technology, we understand the process. We identify where the waste is. We design the system to eliminate it. We test before launch. We measure after.

Identify the waste. Design the system. Test. Measure. That’s the entire methodology.

The Delivery Process

Three stages. Fully documented.

Same process every engagement. You always know what’s happening and what’s next.

01

Discovery

A 60-minute call to understand your business, operations, tools, and the specific failure we’re eliminating. Everything captured, documented, and confirmed before we build anything.

60-minute deep-dive via Zoom
Discovery summary documented
Scope confirmed before build starts
Day 1
02

Build and Test

We build your automation, configure it for your business, integrate with your tools, and pressure-test before launch. Front Office builds include a 50-call AI stress test — every scenario documented, every failure fixed before a real customer ever sees the system.

Engineered for your business
Integrates with your existing tools
Pressure-tested before launch
Days 2–9
03

Launch and Optimize

Your automation goes live. We review performance with you on launch day. From that point forward, we analyze your actual usage every month and implement the top improvements. Your system gets better over time — not worse.

Live walkthrough on launch day
Monthly performance report
Actively managed, not hosted
Day 10 & Beyond

The Technical Stack

Engineered on a stack tested across hundreds of deployments.

We don’t invent new tools for every build. Every automation runs on the same battle-tested foundation — which is exactly why we can deliver in days instead of quarters.

n8n

Self-hosted workflow engine running on dedicated infrastructure per client. Every automation’s logic, integrations, and scheduled work live here.

Claude

AI analysis, call summarization, optimization recommendations. Used to make your automation smarter every month, not just at launch.

Retell / Vapi

Voice AI platforms for real-time call answering. Handles inbound and outbound voice with natural conversation and sub-second latency.

DigitalOcean

Dedicated infrastructure per client. Your data stays in your tools. Your automation engine runs on a server we manage specifically for you.

Your Client Portal

The expansion path for ongoing automation.

Every paying client gets access to the Strategic Workflows portal — a private 24/7 request system where you can submit future automation ideas anytime and receive a scoped proposal within 24 hours.

The portal is why Strategic Workflows clients don’t end up needing to hire an internal “automation person” as they grow. The next automation is always one submission away.

Portal access is included with every engagement at no additional cost. Live the day your first automation launches.

Thirty minutes. A real conversation about your operations.

On the call we walk through your operations together. You describe what’s broken. I tell you honestly which of the nine automations solves it — or whether a custom project makes more sense.

Book a 30-Minute Call

No pitch deck. No fake urgency. A real conversation.

Book a 30-Minute Call