Promontory
Let's Talk
AI integration · For businesses with 10–500 peopleNow booking Q3 audits

Enterprise‑grade AI transformation, at one‑hundredth the price.

Big firms are spending eight figures with McKinsey and Anthropic to put AI inside their operations. We do the same work for the businesses actually running the economy: the 30, 90, 300 person companies that ship the orders, write the invoices, and answer the phone.

Book a workflow auditHow we work →Audit · 90 min · free
WHAT YOU GET

Six deliverables. One engagement. Built for operators, not committees.

We are technical operators who ship working AI systems, not slide‑deck consultants. Everything below is something you can use, point at, or sell internally. Nothing here is a “framework.”

Workflow audit & automation map

We sit with your team for a week, read your inbox, your SOPs, your CRM, your spreadsheets. You get back a ranked list: what to automate first, what to leave alone, and why.

Ranked roadmapPer‑workflow ROI

ROI estimates you can take to the bank

Every workflow we propose comes with a concrete dollar figure and an hours‑saved number, built from your real volumes, not an industry benchmark. If the math doesn’t work, we tell you.

Per workflowHours + dollarsDefensible

Agent workflows, built and deployed

The actual AI systems running inside your business: reading email, drafting replies, updating the CRM, generating quotes. Built on the models you already pay for. We own them until they work.

Your stackUsing the best current tools in the world

Dashboards & recurring optimization

You see what every agent did, what it cost, and where it asked for help. We tune the systems monthly. They get better, cheaper, and faster while you sleep.

Live visibilityMonthly tuneCosts ↓ over time
HOW IT WORKS

We ingest your business. We ship the systems that run it.

Five steps. The first three are us learning your business well enough to automate it. The last two are the AI doing the work, every day, with you watching.

ENGAGEMENT ARCHITECTURE · STANDARD
01 · INGEST02 · MAP03 · BUILD04 · DEPLOY05 · OPTIMIZEEmail · Slack5 yrs of threadsSOPs · DrivePDFs, docs, notionCRM · Sheets+ recorded callsAutomation map→ ranked listROI per workflowhrs/wk · $/moleave‑alone listAgent workflowClaude / GPTprompts + toolsYour stackCRM, helpdesk,email, sheetsRunning system– in production– under your acct– ramps over 2 wks– you keep itDashboard– what it did– what it cost– what to fix– monthly tunePLAIN ENGLISHEvery artefact is something a non‑technical operator can read and use.YOUR ACCOUNT– the AI runs under your Anthropic / OpenAI keys, your CRM, your dataPORTABLE– no Promontory lock‑in; if you fire us tomorrow, the systems keep workingOPTIMISED– monthly tune cuts cost and improves accuracy without you lifting a fingerPROMONTORY · ENGAGEMENT ARCHITECTURE · STANDARD · DRAWN BY HAND
RECENT WORK

Six engagements. Six SMBs. Real numbers.

Open full ledger →
PeriodClientWorkflowOutcomeTime to liveStatus
2025 · Q2E‑comm brand · 18 peopleSupport triage + reply drafts71% auto‑resolved6 wksLive
2025 · Q2Insurance broker · 28 peopleQuote intake + COI parsing14 hrs/wk recovered5 wksLive
2025 · Q4Construction GC · 32 peopleRFQ → estimate workflow3.2 days → 6 hrs7 wksLive
2025 · Q1Food distributor · 110 peopleOrder intake from email/fax$84k/mo recovered8 wksLive
2024 · Q4B2B SaaS · 36 peopleOnboarding agent (CSM assist)5× volume / CSM4 wksLive
2024 · Q4Med spa group · 42 peopleAppointment + intake desk92% no‑show recovery6 wksLive
FROM AN OPERATOR
References on request.
We will hand you a phone number.
They shipped in six weeks what my last consultant told me would take nine months, and the thing actually runs. We hired them again for the next one.
Founder & COOE‑comm brand · 18 people · San Francisco
START HERE

Ninety minutes. Free. You walk away with a ranked list of what to automate, whether or not you hire us.

Book a workflow auditHow an engagement runs
WHAT YOU GET ON THE CALL
– 90 min with a Promontory operator
– 3–5 ranked automation candidates
– rough hrs/wk + $/mo per candidate
– honest read on whether AI fits yet
No deck. No follow‑up sales sequence.