How We Work
The same team that learns how your business works builds the system with you. We start with one operating problem and a clear definition of useful.
Inside the tools you already run
We start with the tools your team already uses. We connect what exists, build what is missing, and leave behind controls your team can understand.
One team, from conversation to handover
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.
We look for the handoff your team repeats, delays, retypes, or avoids because the tools do not carry the work.
We keep the business in its current operating system first: inbox, calendar, CRM, documents, sheets, phone, or finance tools.
The point is a system your team can run, review, and improve without us standing in the room forever.
Starting an engagement
Start with a 15-minute founder call. If there is a fit, the Diagnostic establishes what is worth building before you commit to a Sprint.
Prices below are in Canadian dollars.
$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.
The Diagnostic credits toward the Sprint when there is a fit.
$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.
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.
Who it is for
Who it is not for
Before you book
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.
Usually no. We start inside the tools your team already uses, because adoption is easier when the work appears where the team already looks.
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.
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.
Owner-led and operator-led businesses where knowledge work, follow-up, intake, scheduling, documents, or handoffs are costing hours and dollars every week.
