Our Build & Transfer Process
A proven 4-phase methodology to design, build, hand over, and continuously optimize your AI operations. So your team scales without hiring more headcount.
Discovery
Week 1We audit your current tools, map your workflows, interview key stakeholders, and identify the highest-leverage automation opportunities. You get a detailed findings report and a prioritized build roadmap.
Deliverables
- •Process audit document
- •Tool stack inventory
- •Automation opportunity map
- •Prioritized build roadmap
Build
Weeks 2-5We architect and construct your AI operations system. This includes workflow automation, database design, API integrations, prompt engineering, and any custom interfaces your team needs.
Deliverables
- •Automation workflows (n8n / Make)
- •Supabase database & API layer
- •OpenRouter + LLM prompt library
- •Internal dashboard (if scoped)
Transfer
Weeks 6-7We do not just hand over credentials. We train your team. Through documentation, video walkthroughs, and a live handoff session, we make sure your people can operate, extend, and troubleshoot the system.
Deliverables
- •Complete documentation wiki
- •Loom video walkthroughs
- •Live 90-min training session
- •Credential & repo handoff
Optimize
OngoingFor Fully Managed and Care Plan clients, we continuously monitor performance, A/B test prompts, refine workflows, and add new automations as your business evolves. The system gets better over time.
Deliverables
- •Monthly performance reports
- •Prompt A/B test results
- •Workflow optimization log
- •Quarterly strategy reviews
Typical Timeline: 4-8 Weeks
A visual breakdown of how we move from discovery to a fully operational AI system.
Tech Stack
The modern, open-standards toolkit we use to build durable AI operations.
n8n
Workflow Automation
Self-hosted or cloud workflow automation with deep customizability.
Supabase
Database & Auth
PostgreSQL backend with instant APIs, auth, and real-time subscriptions.
OpenRouter
LLM Router
Unified API for Claude, GPT-4, and open-source models with failover.
Claude / GPT-4
AI Reasoning
Best-in-class language models for extraction, generation, and reasoning.
Next.js
Frontend
React framework for dashboards, internal tools, and client-facing interfaces.
GitHub
Version Control
Repo management, CI/CD hooks, and collaborative development.
Docker
Deployment
Containerized deployments for reproducible, portable infrastructure.
Make
No-Code Automation
Visual automation for teams that prefer no-code over low-code.
FAQ
Common questions about our process, security, and ongoing support.
How long does the full Build & Transfer process take?
Typically 4-8 weeks from discovery to handoff. Complex enterprise integrations may extend to 10-12 weeks. We give you a fixed timeline after the discovery phase.
Do I need technical knowledge to use what you build?
No. We design for non-technical operators. Your team gets clear documentation and training. That said, having a technical team member helps for advanced customizations.
What happens after the 14-day support window?
You can engage our Care Plan for ongoing maintenance or request ad-hoc support. Many clients upgrade to Fully Managed for continuous optimization.
Can you work with our existing tools?
Absolutely. We integrate with your current stack, CRMs, ERPs, marketing platforms, databases, and custom APIs. We do not force tool swaps.
How do you handle data security?
We use Supabase RLS policies, encrypted API keys, and self-hosted n8n where possible. We can sign NDAs and work within your compliance requirements.
Ready to see the process in action?
Book a free fit call. We will walk you through a real case study and show you exactly how we would apply the Build & Transfer methodology to your business.
Book a Fit Call