The problem
Professional services businesses sell judgment, relationships, and expertise. Yet founders still lose hours to sorting inquiries, researching accounts, updating systems, chasing next steps, and producing repeatable reports. Hiring can help, but it is not always the first or best answer.
The first step is not buying a tool. It is understanding where the current process breaks, what a good handoff looks like, and whether the work is common enough to make automation worthwhile. That keeps the project focused on a real business problem instead of a vague request for more AI.
What gets built
We begin with the process you already run. Then we separate the work that needs your judgment from the work that follows clear rules. A simple automation may be enough. Where a task needs context and reasoning, an agent can prepare a useful draft for you to review.
Before anything touches your customer data or live systems, we use realistic sample data to test the workflow. You see what the agent receives, how it reaches a decision, what it sends, and where a person can take over. That gives you control over the rules before the system is live.
A relevant result
For a consultant, we redesigned the lead-generation process and automated manual steps. The reported cost per lead moved from $2.39 to $0.13. The work focused on the process first, then used automation to remove repeated steps.
Every business starts in a different place. These examples show what changed in a specific situation, not a promise that the same outcome will happen everywhere. The useful question is whether your process has a similar bottleneck and enough value to justify a build.
How it works
- 01. Map the work that repeats each week.
- 02. Decide what should stay human and what can be automated.
- 03. Test outputs with sample client and lead data.
- 04. Tune the workflow around your quality bar.
Security and control
You keep the keys. We test on sample data first, keep credentials encrypted or inside systems you control, and put a person in the approval loop for risky actions.
The build, prompts, and data remain yours. If a workflow sends messages to clients, deletes information, moves money, or takes another consequential action, it should wait for approval. Read more about how BORSTEV handles credentials and human review.
Pricing
Discovery is free. Builds start from $2,000 one-time with a clear fixed scope.
A free 30-minute discovery call is the place to decide if the business case is real. If it is not, I will say so. If it is, you get a clear recommendation and the reasoning behind it.