Audit. Build. Run.
One engagement model, from the first call to a system that keeps improving once it is running. This page is the method. Everything else on this site is about what you get from it.
How an engagement runs.
You get a dedicated software and AI team without hiring one. The same people who scope the work build it and keep running it.
Audit the operation
It starts with a free discovery call, or with the free AI opportunity audit, which names your top three opportunities before you speak to anyone. When there is real opportunity, a full audit maps how the work actually moves: where leads enter, where hours go, which steps can be automated, and where the operation runs slower than it should. It produces a scoped plan ranked by return, and it is credited toward the build.
Build the system
An upfront implementation fee covers design, development, integration, and rollout. We integrate with the tools you already run, so no migration is required. Working software is live in your business within weeks of sign-off.
Run and improve it
We host the system, monitor it, and keep improving it on a flat monthly fee that stays the same every month. Your team corrects the system when it gets something wrong, and it learns from those corrections.
Four things a chat window cannot do.
Most teams have tried pasting work into an AI chat. It helps for an afternoon and forgets by the next morning. Our systems are built on four capabilities a chat window does not have.
It remembers everything
Every client detail, every correction, and every closed deal stays in the system and improves the next output. A chat starts from zero each session. Your system gets more useful every month it runs.
Exact where exact matters
Calculations, deadlines, and compliance steps run as checked, repeatable code with an audit trail, so you can show your accountant or regulator what happened and when. A chat window gives you its best guess.
It collects the data itself
The system pulls from your CRM, your inbox, public records, and industry sources on a schedule. Nobody has to find and paste in the right context first.
Shared and permissioned, around the clock
Everyone works from the same knowledge with the right access levels. When a person leaves, what they knew stays in the company.
The standard behind every build.
The same rules apply whether we are building for a two-person office or a two-hundred-person operation.
A person reviews every agent
Your team, or ours, reviews the outputs that matter and corrects the system when it gets something wrong. It improves from those corrections.
Your data stays yours
Everything the system holds about your business stays available to you in a standard format, and nothing in it trains a public model.
Built on Claude
Terso AI is in the Claude Partner Network. The agents and automation we build run on Claude, Anthropic's frontier models, and we run Terso itself on the same systems we sell.
Where it starts.
The method produces three products, each shaped to a different job. Most engagements start with one and add the others later.
Common questions.
Why is a custom system better than my team just using ChatGPT?
A chat window forgets the conversation and depends on whoever is typing. The systems we build hold your company's knowledge permanently, run on schedules and triggers without a person starting them, pull data from your CRM, inbox, and industry sources, and serve the whole team at once. The difference grows every month the system runs.
What happens in the audit?
The free AI opportunity audit comes first and names your top three opportunities from a few questions. The full audit then maps how work moves through your business: where leads come in, where hours go, and which steps can be automated or made faster. It produces a scoped plan with the highest-value build first, and it is credited toward the implementation.
How long until something is live?
Working software is running in your business within weeks of sign-off, and each engagement is designed to reach measurable impact by around the 90-day mark. The rollout starts small on purpose.
Who maintains the system after launch?
We do. We host the system, monitor it, and keep improving it. When your business changes, the system changes with it.
What do I pay for, and when?
Two payments. A build fee covers the design, the development, the integration, and the rollout, and it is set after the audit has scoped what you need, because the fee follows the scope. Then a flat monthly covers hosting, monitoring, and the improvements that keep arriving. The monthly is the same figure every month, and a new build asked for later is priced separately before anyone starts it. There is a seven-day money-back guarantee on the build.
See what the method finds in your business.
A free consultation walks through where the hours and the leads are going, and what to solve first.
Or send the details and we come to you.
Send the details instead
Name, email, and company. Jake replies within one business day.