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Scale It · Ongoing partnership

Keep it working. Keep it growing.

Once AI is working in your business, Scale It keeps it running and spreads it further. It takes one of three shapes, and most partnerships mix them. We work out the right fit together, in person.

Book a free call See the three paths ↓

Monthly partnership · Scoped in person · Built on the tools you already use

Three ways Scale It works

Pick the one that sounds like you. Most clients start with one and add another later.

Keep it running

Ongoing care for what we built.

Sounds like you ifYou have a system or two running and want them to stay that way while your business changes.

  • Monitoring, with fixes when a tool or account changes
  • Tuning as your business, offers or team change
  • A new workflow each time we find the next bottleneck
  • Better tools swapped in as they appear

A typical monthA short check-in, a list of what changed, and the next bottleneck to take on.

Your CRM gets a brain

Your CRM stays. Your workflows get smarter.

Sounds like you ifLeads and clients live in your CRM, but follow-up still depends on someone remembering.

  • Client lifecycle automation on top of the CRM you already use
  • The right next step for every lead and client, at the right time
  • One shared record your whole team works from
  • A reporting view that reads straight from that record

A typical monthNew follow-ups as your pipeline changes, and a look at where leads stall.

A fractional AI lead

AI across the company, not one workflow at a time.

Sounds like you ifSeveral teams want to use AI and someone needs to lead it, but a full-time hire doesn't make sense yet.

  • AI rollout strategy and tool choices
  • Team training, rolled out one department at a time
  • SOPs and clear rules for how your team uses AI
  • A running roadmap of what to automate next

A typical monthWorking sessions with your leads, office hours for your team, and an updated roadmap.

Side by side

The three paths at a glance.

Keep it runningYour CRM gets a brainA fractional AI lead
Best forOwners with a system already builtTeams with a CRM and steady leadsGrowing companies with several teams
FocusKeeping what works workingPipeline and client follow-upThe whole company
We work withYouSales and operationsLeadership and each team
Usually starts afterA Build It projectA Build It project on your CRMThe CoWork Accelerator for your team, or a strategy session

The same in every path

  • Your accounts, data and systems stay yours
  • A person approves anything that reaches a customer
  • Built on the tools you already use, with Claude doing the thinking
  • Every change is reviewed with you before it goes live

How it starts

  1. Book a free 30-minute call and tell us what's running today.
  2. Meet in person to decide which path, or which mix, fits.
  3. Start a monthly partnership, reviewed together every month.

Priced monthly, based on scope. We talk numbers in person, not on a web page.

Ready to keep it growing?

Book a free 30-minute call. Tell us what's running today and where it gets stuck. If Scale It fits, we'll set a time to scope it together in person. No pitch deck, no pressure.

Where Scale It usually starts

Already working with us?

Your build or your Accelerator roadmap is the starting point. We pick up where it left off.

New to Done Automation?

Most clients start with a Build It audit or the CoWork Accelerator, then move to Scale It. The free call tells you which.

Book your free call