How I Help — 03

Build Projects

Working integrations, automated workflows and configured tools - not slide decks. Scoped, quoted and delivered.

Let's Talk
What this is

Fixed-price, defined-deliverable implementation

Scoped implementation work connecting your CRM to other platforms in your stack. Every project has a defined deliverable - a working integration, an automated workflow, a configured tool. Projects are quoted at a fixed price based on scope, not billed by the hour, so you know exactly what you're paying before work begins.

Tier One

Single Integration Build

For firms with a specific, well-defined need: build a suitability report drafter, set up a provider data sync, connect a business messaging account to your CRM, or automate a single workflow.

The price reflects the full scope - infrastructure setup, API configuration, AI agent build, testing and handover. You're not paying for my time. You're paying for a working system that saves your team hours every week, indefinitely.

Fixed price
Depends on complexity. Quoted after an initial conversation.
What's Included
→ CRM API integration and configuration
→ Third-party platform connection
→ AI agent or workflow build
→ Infrastructure setup (hosting, credentials, compliance configuration)
→ Testing against live data
→ Documentation and handover
What's Included
→ Shared infrastructure setup (built once)
→ Cross-platform orchestration layer
→ Multiple AI agent workflows
→ Compliance-aware output pipelines
→ AI model selection and configuration
→ Full documentation and handover
Tier Two

Multi-Workflow Project

For firms ready to connect multiple workflows in a single engagement. The underlying infrastructure (hosting, orchestration layer, API connections, compliance configuration) gets built once. Each additional workflow builds on that foundation, making a bundled project significantly better value than commissioning builds individually.

A typical engagement covers three workflows scoped together. For example: a suitability report drafter, a lead capture and enrichment pipeline and a provider data sync - all running on the same infrastructure, sharing the same API connections, governed by the same compliance framework.

Fixed price
Depends on scope. Quoted after an initial conversation.
What you own

Nothing locked behind a subscription

Everything I build is yours. The workflows, the templates, the infrastructure, the documentation. Nothing is locked behind a subscription. If we stop working together, everything keeps running. That's the difference between building your own AI infrastructure and renting someone else's.

Get started

Ready to scope a build?

Build projects start with a conversation - a structured look at what you're trying to achieve, whether it's viable and what it would cost.

Let's Talk