Whether you need an ongoing automation partner or a single system built and handed off — we keep it simple. Pick the path that fits.
BROTHERS_AUTOMATE / SECTION 03 · HOW WE WORK 02 ENGAGEMENT MODES
WE DO PROJECTS · WE BECOME PART OF YOUR BUSINESS
Pick a build. Or plug us into the business.
Two ways to work with us. One is a fixed-scope project — one system, shipped clean, handed off. The other is an ongoing partnership — we become the automation arm of your team, and your people get smarter every month.
MODE_A · ONGOING PARTNERSHIPMOST POPULAR ↗
— AUTOMATION PARTNER
Become the automation arm of your team.
Ongoing builds, maintenance, and staff training — so your team gets smarter every month, not just more dependent on us.
WHAT YOU GET
✓ Up to 2 new automations per month
✓ Unlimited maintenance on existing systems
✓ Staff training baked into every build
✓ Monthly strategy call to plan priorities
✓ Priority Slack & email support
BEST FOR
Businesses with multiple processes to automate over time. Teams who want to understand their systems, not just use them.
30 min. We map the bottleneck and what success looks like.
02
Scope & quote
We send a clear scope, price, and timeline. No surprises.
03
Build & deploy
We build on your accounts, not ours. You see progress weekly.
04
Train & hand off
Your team learns the system. Documentation included.
03 INCLUDED IN EVERY ENGAGEMENT
No matter which path you pick, this comes with it.
I.01
Custom-built
No templates, no plugins. Built from scratch for your business.
I.02
Deployed on your accounts
Runs under your logins with full access. You own everything.
I.03
Staff training included
We teach your team how to use and maintain what we build.
I.04
Plain-English documentation
So you or your team understand how everything works.
I.05
Walkthrough call
We walk you through everything before handoff.
I.06
30-day guarantee
If it doesn't do what we scoped, we fix it free.
04 HOW WE COMPARE
Same outcome, very different costs.
SPEC
AGENCY
FREELANCER
DIY
BROTHERS AUTOMATE
Cost
$8K–50K+/mo
$2K–8K
"Free" + your time
$3,500/mo or scoped
Timeline
6–12 weeks
2–6 weeks
Weeks of learning
Days to weeks
Staff training
Rarely
Almost never
You figure it out
Built into every build
Custom to you
Sometimes
Usually
Template-based
Always
Documentation
Minimal
Varies
Platform docs only
Full plain-English docs
Who builds it
Junior staff
One person
You
Two brothers, personally
THE PROMISE
30-day guarantee on every build. If a system doesn't do what we scoped, we fix it free. We define deliverables before writing code so we're both clear on what "done" looks like.
05 PRICING FAQ
Questions before you book.
01What's included in the retainer?+
Each month we build, optimize, and maintain your automations. You get up to 2 new automations per month, unlimited maintenance on existing systems, a monthly strategy call to plan priorities, staff training baked into every build, and priority Slack/email support.
02What if I'm not sure which option is right?+
Book a free call and we'll recommend the best path. Most clients start with a scoped project to see how we work, then move to the retainer for ongoing automation wins. No pressure either way.
03Is there a long-term commitment?+
The retainer runs in 90-day engagements. After that, it's month-to-month — cancel anytime with 30 days notice. No long-term lock-in. We keep clients by delivering results, not contracts.
04What if I need more than the retainer covers?+
We'll talk about it first. If a month runs heavier than usual, we scope the extra work transparently. No surprise invoices. Retainer clients get priority and preferred rates on additional builds.
05What happens after a scoped project is delivered?+
You own everything we build. You get full documentation, a walkthrough call, and 30 days of support. Want ongoing improvements? Move to the retainer.
06How is this different from hiring an agency?+
Agencies charge $8K–50K/month and assign you a junior. We're two brothers who build every automation ourselves. Senior-level work, direct communication, at a fraction of the cost.
BROTHERS_AUTOMATE / SECTION 06 · TALK TO THE BROTHERS 30-MIN DISCOVERY CALL · NO PITCH
SCHEDULE_INTAKE · 30_MIN● ACCEPTING NEW BUILDS
GET ON OUR CALENDAR
Tell us what's eating your time. We'll show you what we'd build to fix it.
30 minutes. We listen, we map your bottleneck, we tell you straight whether we can help and what it'd cost. No deck. No pressure. Either you walk away with a plan or you walk away with clarity.
FREE CONSULTATION·NO OBLIGATION·CUSTOM-BUILT FOR YOUR BUSINESS
Free Resource
AI Automation: The Business Owner's Field Guide
10 key insights, core concepts, real workflow examples, and the right tools for automating your service business. Written for operators, not engineers.
What to automate first (and what not to)
How lead funnels actually work under the hood
The exact tool stack we use for clients
Mindset shifts that save you from overbuilding
No spam. We send useful stuff only.
Field Guide
AI Automation for Business Operators
The technology to build a digital assembly line for your business already exists. This guide explains what it is, how it works, and what you actually need to know to use it.
The core idea: Define your inputs and outputs clearly. Let the machine handle everything in between. You don't need to understand every technical detail -- you need to understand your own operations.
What Business Owners Need to Know
Tap each to expand
The real value isn't saving clicks. It's offloading the mental load of evaluating options, routing information, and following up consistently. Every time you manually run a process, your brain loads every possible path before choosing one. That energy compounds into exhaustion. Automation does the evaluation for you -- because you already did the thinking when you built the system.
Automation doesn't fix a broken or undefined workflow. If you can't explain the steps manually, a system can't run them for you. Start by mapping what you already do. If you can walk through it step by step, with clear branches and decisions, it can be built and offloaded.
You don't need to understand what happens in between -- that's the machine's job. But you need to be specific: What data enters the system? What result do you want on the other end? Don't ask for 30 reports you won't read. AI can process everything; the constraint is knowing what you actually need.
A weekly email summarizing new leads in your CRM. A form submission that automatically adds a contact and sends a personalized follow-up. These aren't flashy, but they run every day without you. Small systems compound into large amounts of reclaimed time and mental energy over a year.
You can collect a few answers from a prospect, have AI research them, and automatically send a response tailored to their specific situation. What used to require a dedicated person can now run on its own. The result feels personal to the recipient -- because it is, based on what they told you.
If you're an expert in your field, you can turn that knowledge into an automated funnel. Prospects answer a few questions, AI matches their answers to your best content or recommendations, and you capture their information in the process. You're using AI to automate the selection -- not replace your expertise.
If something always happens the same way, use a workflow. If it requires interpreting context or choosing between options -- like triaging a new lead or responding to a varied inquiry -- that's where an AI agent adds value. Knowing which tool fits which task saves you from building the wrong thing.
CRMs, email platforms, forms, databases, research tools, image generators -- almost anything can be connected to anything else today. The tools exist. The hard part is knowing what you want connected, why, and being specific enough about it that a system can be built to do it reliably.
Build the system, find the gaps, fix them. The goal is a machine that runs cleanly -- not a perfect machine on day one. Every iteration makes it more reliable. Error handling is part of the build, not a sign that something went wrong. Expect to refine it.
Even when a task only takes one path, your brain loads every possible option before ruling them out. A 100-branch process might only ever use one branch -- but you consider 50 before choosing. Multiply that cognitive load across a full work day and it's significant. Automation doesn't just save time. It preserves focus for things that actually need your judgment.
Core Concepts
The building blocks, in plain language
Data Layer
API
A precise, predefined connection between two software systems. You specify exactly what call you're making -- get this data, post this record. Because they're explicit, they're reliable and predictable.
Think of it as: a specific form you fill out to make a specific request. Same form every time, same result every time.
Intelligence Layer
MCP
Model Context Protocol -- what AI agents use to interact with connected tools natively. Instead of one specific call, it opens a range of possible actions. The agent decides which action fits the situation.
Think of it as: giving an employee full access to a system and trusting them to figure out the right action, rather than scripting every click.
Trigger Layer
Webhook
A push notification between platforms -- when something happens somewhere, data is immediately sent somewhere else as a JSON payload. The entry point for most automations.
Think of it as: a form submission that automatically fires a signal to your systems the moment someone hits submit -- no manual checking required.
Process Layer
Workflow
A defined, repeatable sequence. Trigger, then Action, then Action, then Output. Same path every time. Best for structured, predictable processes that don't require interpretation.
Think of it as: a checklist that runs itself. Every step is predetermined. No judgment needed.
Intelligence Layer
AI Agent
An LLM with access to tools and the ability to make decisions. It can interpret varied inputs, choose the right action from its available options, and execute across connected platforms.
Think of it as: a smart employee who has access to all your systems and can figure out what to do based on what they're given -- without needing step-by-step instructions every time.
Language Layer
LLM
Large Language Model -- the AI brain (like Claude, GPT). Exceptional at processing, interpreting, formatting, and generating text. The reasoning engine behind agents and many workflow steps.
Think of it as: the smartest intern you've ever had -- can process any information, draft anything, research anything, but needs direction on what matters to you.
How It Actually Works
A real example: form submission to personalized outreach
01
Someone fills out your form
A prospect submits a contact or inquiry form on your site. This is the trigger -- the event that starts the whole chain.
02
Webhook fires to your automation platform
The form submission immediately sends a data payload -- name, email, answers -- to a tool like Gumloop or Make. This is your entry point.
The platform extracts the relevant fields. From here, you can run parallel tracks -- one route adds them to your CRM, another begins the outreach flow.
04
Option A: Simple personalized email
Name and email go to an email tool (Resend, Gmail). A template pulls in their first name and the specific interest they mentioned. Sent within seconds of their submission.
"Hi Sarah, thanks for your interest in accounting automation. Here's what we do for firms like yours..."
05
Option B: AI-researched, fully tailored outreach
Name, email, and company get passed to an AI agent. Using tools like Perplexity or Exa via MCP, it researches them, then generates a response specific to their situation before sending.
Agent finds Sarah's firm handles 40+ clients, specializes in e-commerce. Email references this specifically.
06
You receive a summary, not the work
A simple report lands in your inbox. New lead added. Outreach sent. Anything that needs your judgment is flagged. Everything else ran without you.
The Tool Stack
What connects to what
Workflow BuilderGumloop
Visual workflow builder and agent platform. Good for connecting systems without deep coding knowledge.
Database / CRMAirtable
Flexible database that works as a CRM. Easy to connect to automations via API.
Email SendingResend
Programmatic email sending via API. Clean, reliable for automated outreach and notifications.
Research ToolPerplexity / Exa
AI-powered search and research. Agents use these via MCP to research leads or gather market data.
Web ScrapingFirecrawl
Scrapes websites at scale. Useful for competitive research, content gap analysis, SEO data.
AI BuilderClaude Code
LLM-powered coding tool for building custom internal software. Good for one-off tools tailored to your exact process.
Landing PagesFramer
Fast, design-quality landing page builder. Quick to spin up funnels and lead capture pages.
Image GenerationGoogle ImageFX
AI image generation for ad creatives, landing page visuals, and content assets.
WorkspaceNotion
Documentation and knowledge base. Can serve as a lightweight internal tool or client-facing resource.
The Knowledge Funnel
Turning expertise into qualified leads -- click each stage
You have expertise. Prospects want specific information they can't easily find elsewhere. The knowledge funnel connects these two things -- and captures what you need to convert them in the process.
Why they do it: They're getting something specific in return. Not a generic newsletter -- information tailored to their answers. The specificity of the promise is what gets them to fill it out.
You've already done the hard work: building the knowledge base from your expertise, defining what good answers look like. The agent just does the matching -- fast and at scale. It's not replacing your expertise. It's automating the selection.
The personalization isn't superficial. It's based on what they actually told you. People know when they're getting something generic. When the response reflects their specific situation, they notice -- and they're more likely to take the next step.
Their answers tell you what matters to them, what stage they're at, and how to position your offer. Your follow-up can reference this directly. Instead of a cold pitch, you're continuing a conversation they already started.
The Right Mindset
How to think about this before building anything
"Ford took every process of manufacturing a car and systematized it so it ran on its own. He couldn't do that with his accounting. Now you can -- digitally, for the back end of your entire business."
Define your assembly line before you build it. Know every step of your process. The clearer your manual process, the better your automated one will be. Vague in, vague out.
Complexity is fine. Ambiguity is not. Your process can have 100 branches. That's okay. What isn't okay is not knowing which branches exist. A complex but clearly defined process can be automated. An undefined one can't.
Start with what you already do manually. Don't try to automate something you haven't done yet. Pick one process you run regularly, map it out, and build that. Get one system running cleanly before adding another.
Build in error handling from the start. Assume things will break. Add notifications when they do. An automation that fails silently is worse than no automation. Know when your system needs your attention.
The goal is to stop thinking about things that should think for themselves. Every time you save a future version of yourself from having to load a process into working memory, you've created real leverage. That's what this is for.
