Setup engagements
Setup engagements are one-time work that happens before — or instead of — a recurring service. The output is a reviewed document, a working prototype, or a wired-up workflow you can later operate against.
A reviewed writeup of which recurring work in your business is a good fit for AI-native delegation, where the inputs are missing, and where review effort would outweigh the savings.
Fit: before signing up for any recurring service, to confirm the scope is real and the review checklist is achievable.
A one-shot reviewed run of a candidate service against your real inputs, so you can decide whether to convert the workflow to a recurring engagement.
Fit: when the recurring scope is roughly clear but the input quality from your side is unknown.
The one-time work of wiring an approved recurring service into your inbox, drive, CRM, or call routing so the cycle can run cleanly each period.
Fit: after the first prototype has passed and you want a steady cadence.
A reviewed reference handoff for an integration that connects your existing tools to the workflows we run on the work — what we read from, what we write back, and what stays manual.
Fit: when the scope crosses systems and you want a written reference.
Skip setup if scope is already clear
If you already know which service or recurring cadence you need, the catalog has each one with inputs, definition of done, and review notes.