Approach

Rebuild the workflow before you add agents.

We rebuild each workflow in a fixed order. Your leadership team makes one decision at each step.

01CONNECT02POLICIES03AGENTS04IMPROVE

Our view

Adding AI and rebuilding are different projects.

Adding on

A person does each step, some with an assistant. The gain is time saved on each task.

Rebuilding

FIXEDMODELAGENTAPPROVALRESULT

Each step goes to a fixed rule, a model, an agent or a person. The workflow is measured by its outcome.

Deloitte’s 2026 survey of 3,235 leaders in 24 countries

Source Deloitte, State of AI in the Enterprise 2026, press release, January 21, 2026.

Redesigning key processes around AI30%
Using AI at surface level37%

What you get

Four steps, in a fixed order.

  1. WORKFLOWSOWNERINBOUND LEAD RESPONSEMEETING FOLLOW-UPPIPELINE UPKEEPSUPPORT TRIAGECAMPAIGN PRODUCTION

    Before 01 Decide

    Start by deciding what to rebuild.

    A sound first workflow has one owner, a clear outcome and a natural point for a person to approve.

    Your team decides

    Which workflows you rebuild first, and who owns each outcome.

  2. CUSTOMER RECORDSEMAILCALLSBILLINGSUPPORT DESKDOCUMENTSONESHAREDLAYER

    01 Integrations

    Connect your systems first.

    An agent can act only on what it can read. We connect the systems a workflow needs to one shared AI layer.

    Your team decides

    Which system is the record for each kind of customer data.

  3. AGENTREQUESTPOLICYALLOWEDSENT TOA PERSONREFUSED

    02 Policies

    Write the policies that agents follow.

    Each policy becomes a rule that runs outside the agent. A request is allowed, refused or sent to a person.

    Your team decides

    Which actions an agent takes alone, which need approval and which are never allowed.

  4. FIXEDFIXEDAGENTPERSONAPPROVESFIXEDRESULTONE REBUILT WORKFLOW

    03 Agents

    Deploy agents where the workflow needs them.

    Most steps are fixed. An agent takes a step only where the path cannot be set beforehand.

    Your team decides

    The test results and the review you require before an agent acts on customers or prospects.

  5. AGENTSRESULTMEASURED AGAINST A BASELINELEADERSHIP REVIEW

    04 Operations

    Measure it, then widen what agents do.

    We record a baseline before the rebuild and measure the workflow as a whole. Autonomy is granted on evidence, and it can be withdrawn.

    Your team decides

    Which measures count, and what evidence removes an approval step.

DOCUMENTSOUTBOUNDMEETINGSINBOUNDSYSTEMSREPORTINGPOLICIESFOLLOW-UPSONE SHARED LAYER

One shared layer

One shared layer for the whole company.

Every AI tool and agent your team uses works from the same documents, meetings, systems and policies. We run our own companies this way, and we set it up for clients.

We sell no software. We implement the layer on the tools you choose.

Controls

People stay in control.

  • Approval

    A person approves anything that reaches a customer, changes a financial record or commits you to a partner.

  • Stop

    Any agent can be stopped at once by a named person on your team.

  • Record

    Every action is recorded, so you can see what each agent did, when, and on what.

  • Data

    Your data stays in your systems. AI works through the access you already control.

Ways to start

There are four ways to start.

  • Before step 01

    Roadmap Sprint

    Decide what is worth building.

    Typically 2 to 3 weeks. A fixed fee, agreed before the sprint starts.

  • Steps 01 to 03

    Agent and Workflow Build

    Build it into the systems you already run.

    Typically 6 to 12 weeks. Priced by milestone.

  • Steps 01 to 03, in your product

    AI Product Build

    Ship AI inside your own product.

    Scoped per product. The scope sets the length.

  • Step 04

    Run and Improve

    Keep it accurate as models and costs change.

    A monthly retainer.

Partners

Two partners lead every engagement.

Amir Torabi, partner at The Partner Shop.
Amir TorabiPartner, San DiegoHe runs his own companies on one shared AI layer.
Nicholas Romaya, partner at The Partner Shop.
Nicholas RomayaPartner, Los AngelesOn an engagement he sets the measures of success before work starts.

Meet the partners

Next step

Tell us which workflow you want rebuilt.

The first step is a call with a partner.

Book a call
01020304