Consulting

Find the workflow costing you the most.

TL;DR

Vertum finds the one workflow costing you the most and connects it to AI inside the tools your team already uses. Start with the $1,500 Workflow Diagnostic. If there is a build worth doing, the Diagnostic credits toward the $12,500 Sprint.

Working systems, not strategy decks.

The offer

Workflow Diagnostic

$1,500

An extensive working session for an operator who wants a clear first move, not another AI brainstorm.

The one workflow costing you the most, exactly how AI fixes it, and a plan you keep.

  • Map the workflow, owner, tools, handoffs, and decision points.
  • Identify where time, money, and attention are leaking.
  • Leave with the practical build plan, whether or not you hire Vertum to build it.

The Diagnostic credits toward the Sprint when there is a fit.

Sprint

$12,500

A defined program of three working sessions where we deploy the workflow with you.

The workflow live, your team trained, and a plan you own.

  • Session 1: lock the workflow, tools, boundaries, and success signal.
  • Session 2: build the working system around the real handoff.
  • Session 3: train the team, install review rules, and hand over the operating plan.

If the work calls for more room, we do not nickel-and-dime the sessions.

Fixed price. Fixed timeline. You keep the plan even if you never hire us to build it.

How it works

Phases, sessions, deliverables, outcomes.

01

Find the expensive workflow

We look for the handoff your team repeats, delays, retypes, or avoids because the tools do not carry the work.

02

Connect it to AI inside your tools

We keep the business in its current operating system first: inbox, calendar, CRM, documents, sheets, phone, or finance tools.

03

Hand over the working routine

The point is a system your team can run, review, and improve without us standing in the room forever.

Who it is for

  • Operator-led businesses with a real owner for the workflow.
  • Professional services, wealth, funds, clinics, trades, field-service, and other teams where knowledge work drives revenue.
  • Teams that already have tools, but still lose hours and dollars in the gaps between them.

Who it is not for

  • AI curiosity with no workflow owner.
  • A request for a custom app before the workflow is proven.
  • Automation that removes human review from high-risk judgment.

FAQ

What buyers ask before they book.

What happens in the Workflow Diagnostic?

We work through the workflow with you, identify the highest-cost handoff, and leave you with the plan: what to build, where it connects, what humans review, and what should change first.

Do we need to replace our current tools?

Usually no. We start inside the tools your team already uses, because adoption is easier when the work appears where the team already looks.

What do we own after the Sprint?

You own the workflow plan, the operating routine, the handoff notes, and the team training path. If code or configured tools are part of the build, we document how they work and where the controls live.

What if the Diagnostic says we should not build?

Then you keep the plan and stop there. The point is clarity first. We only recommend the Sprint when the workflow is specific enough to be worth deploying.

Who is this for?

Owner-led and operator-led businesses where knowledge work, follow-up, intake, scheduling, documents, or handoffs are costing hours and dollars every week.

Book a CallCall our front desk: +1 (437) 525-0202