Better operations start with understanding yours. We learn how your company works, find where time and opportunity get lost, and build practical AI and automation around your people.
Talk it through with our AI advisor. No sign-up to start.
Goals, handoffs, everyday friction.
Value & feasibility
Build & measure
Your existing tools. Your team’s expertise. Outcomes you can measure.
AI is one part of the solution. We look at your operation first, then recommend the right mix of process improvements, connected software, and intelligent automation.
Walk through real work with your team. Identify bottlenecks and rank improvements by impact, effort, and readiness.
Turn repetitive requests and information into structured next steps, with review and approval where your business needs it.
Connect the tools you already use so information gets to the right place without being copied again and again.
Test with your team, document how it works, and measure the result. Improve the solution as your business changes.
Describe your business the way you'd explain it to a new hire. Our AI advisor asks a few practical questions, then suggests specific automations and agents worth exploring.
The advisor gives a starting hypothesis, not a technical audit. Matt reviews every brief personally, and we validate the process, system access, costs, and expected value together.
AI advisor powered by Claude. Please don’t share passwords or confidential customer data. Your conversation is shared with Matt only if you request a brief.
Your answers stay in this tab unless you choose to download them or attach them to an inquiry.
Every business is different. These illustrative workflows show how a focused integration could help—after the process and requirements are understood.
Requests arrive by email and web form. Your team chases missing details, copies information into a tracker, and tries to remember who needs a follow-up.
A consistent handoff, fewer missing details, and a visible follow-up queue.
One record for each incoming inquiry.
Extract key details and flag what’s missing.
Draft a reply and create a review task.
Your team approves the action. Track the next step.
Your team confirms pricing and customer commitments.
Service businesses · Contractors & trades · Suppliers & distributors · Professional services
This is the intake step of the systems we build, running live. Drop in a customer email, an order, an invoice or a service request, or use a sample. Nothing you paste is stored.
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Short, practical guides for the kinds of businesses we work with most: the three automations that tend to earn their keep, what they connect to, and where people stay in control.
Quote intake, estimate follow-up, and job-to-invoice handoff for crews in the field.
Read the playbook SUPPLIERS & DISTRIBUTORSPO capture, order status replies, and exception handling between sales, the counter and the warehouse.
Read the playbook PROFESSIONAL SERVICESClient document chasing, intake and onboarding, and drafting the routine updates for firms.
Read the playbook FIELD SERVICEService request triage, scheduling confirmations, and the office-to-tech handoff for HVAC, plumbing and repair teams.
Read the playbookStart with a conversation. Agree on discovery, choose a focused priority, then build and prove it before expanding.
Discuss your goals. Walk through real tasks with the people doing them. Map the systems, handoffs, and current effort.
YOU GET A shared picture of the operationCompare opportunities by value, feasibility, and effort. Check access and data. Agree on a starting point and price.
YOU GET A roadmap & defined project scopeCreate a focused pilot. Test real scenarios, exceptions, and approval rules with your team before moving to live work.
YOU GET A tested workflow & acceptance criteriaTrain the team, document the workflow, and measure against the starting baseline. Agree on support and what comes next.
YOU GET Handover, support & measured progressKnow the scope before committing. Discovery, implementation, and ongoing support are agreed separately. Software, AI usage, and vendor fees are identified upfront. Timing depends on the work and available system access.
Start a conversationNo proposal theater. Start with a free conversation, then a fixed-price assessment that becomes credit toward your pilot. You’ll know what you’re getting at every step.
Tell Matt how your business runs and where work gets stuck. You’ll leave with a straight answer on whether there’s a useful next step, and what it would be.
Two working sessions with you and the people doing the work, then a written assessment you own whether or not we build anything together.
One workflow, built and tested with your team, measured against the baseline. Approval steps stay where you want them. Expand only when the evidence supports it.
INSTEP is new, and the best proof is measured results. The first three businesses to run a pilot get reduced pilot pricing in exchange for two things: measuring the workflow before and after with us, and letting us publish what we learned as a short case study, approved by you, with nothing confidential in it.
Software, AI usage and vendor fees are identified upfront and billed at cost. Ongoing support is agreed separately after the pilot. If the assessment concludes that a process change or a feature you already own is the better answer, that is what the written assessment will say.
Founded by Matt Doron, drawing on hands-on experience in B2B sales, quoting, operational handoffs, and AI workflow development.
The starting point is a real conversation about how your business runs. The goal is a solution your team can understand, use, and improve.
Meet Matt & explore his work ↗Build around the tools you use. Define access, account ownership, and a practical handover.
Agree on approval rules for prices, orders, and customer commitments. Keep a clear path for exceptions.
Establish a baseline. Measure time, quality, or response improvements. Expand when the evidence supports it.
Good decisions start
with clear expectations.
No. We start by learning how your company operates and where work gets held up. The website advisor and your Opportunity Brief provide a useful starting point; discovery helps decide what is actually worth building.
The goal is usually to work with your existing tools. We confirm supported APIs, connectors, subscription levels, and permissions before promising an integration. When access is limited, we explain the options and trade-offs.
AI can help interpret text, extract information, find knowledge, and prepare drafts. Conventional automation handles predictable steps, checks, and routing. A solution may use both—or a simpler process change if that is the better fit.
The 20-minute discovery call is free. The Opportunity Assessment is a fixed $500 and is credited in full toward a pilot. Pilots get a fixed quote in the assessment, before any build starts. Software, AI usage and vendor fees are billed at cost, and ongoing support is agreed separately. The website advisor, the live demo and your Opportunity Brief are free. See how to start.
We define the starting baseline and success criteria before the pilot. These might include handling time, completeness, follow-up rates, or response time. Results are measured with your team; estimates are not promised savings.
Tell us how your business works and what you’d like to improve. You don’t need a technical brief—or a finished idea.
A short conversation about your operation, your bottlenecks, and whether there’s a useful next step. Choose a preferred time; Matt will confirm availability by email.
Your details are saved for Matt to review. He’ll reply to the email address you provided.