Build · Fix the constraint
Own the path from buyer research to a human-approved next step.
I connect useful buyer content, permission-based inquiry capture, relationship context, and a daily action view around your existing tools. Where model drafting is useful, an operator reviews the exact message before sending. The fixed scope names the sources, integrations, controls, owner, and starting measures.
4–8 weeks
$7,500–$15,000 build · fixed scope
One principal · Scope agreed in writing
Who it’s for
When this is the right step.
For wealth advisory firms, luxury services, and boutique practices that need their own buyer education, inquiry capture, and accountable follow-up workflow.
- A diagnostic or your own analysis has identified a specific workflow to improve.
- You know the problem, but earlier tools, agencies, or hires didn't fix it.
- The owner or COO wants to stop being the routing layer for the business.
- You have an AI use case and need it connected to the tools and process your team actually uses.
Outputs
What you get.
- A bounded buyer-content and inquiry-capture path on channels you control
- A clear state, owner, and next step for the work in scope
- An interface or action view matched to the workflow
- Supported integrations and model drafting with exact-message review, visible failures, and an audit trail when included in scope
- Documentation and hands-on training for the people who use it
- A post-launch review against the starting baseline
Pricing
Builds are $7,500–$15,000 for a bounded first phase, not a full RachelOS replica. The proposal names the content inventory, capture path, supported CRM, connector count, acceptance scenarios, and handoff. Hosting, subscriptions, messaging, and model usage are separate. Larger integrations or additional workflows require a separate phase.
Every build states the objective, the metric it should move, what is in and out of scope, and what you own at the end.
Boundaries
The fine print, up front.
Stated before any contract, so scope and expectations are clear.
- Scope and price are fixed per phase: one buyer journey or operating workflow, one accountable operator group, and the named sources and integrations agreed before work starts.
- I build on your existing CRM and tools unless there is a clear reason not to.
- Approval and change rules are agreed before customer-facing or record-changing automation is enabled.
- You own the agreed code, configuration, content, and documentation; existing third-party licenses retain their terms. No lead volume, conversion, revenue, or time advantage over aggregators is guaranteed.
What comes next: After launch, your team can own the system or TKO can continue with Operate & Improve. The next step is optional and separately scoped.
Typical work
What this usually involves.
Will you replace our CRM?+
Rarely. Your CRM is usually fine as a system of record. What is missing is the sidecar operating layer beside it that turns stored records into a daily action queue, missing-fact prompts, and human-reviewed follow-up.
Is this an AI project?+
Sometimes. It can help draft, summarize, sort, or spot missing information. If a simpler rule or workflow solves the problem, that is what I use instead.
Who actually builds it?+
I do. The same person who learns the workflow is responsible for designing and building the fix.
Do we need the diagnostic first?+
If the workflow, problem, and desired result are already clear, we can start with build scoping. If we need to understand why the work is breaking down, the diagnostic is the better first step.
Can we plan a project for next year?+
Yes. We can discuss scope and dependencies now, then agree on a start date against your timeline and my availability. Work begins only after scope, timing, and price are agreed.
The other steps
Start with the smallest step that answers the question.
One principal · Priced up front
Tell me what's stuck.
Bring one healthcare mandate, platform transition, or client workflow that needs a clear path to delivery. In 30 minutes, I will talk through the decisions, systems, and dependencies with you, then identify the right scope and next step.