A structured business workflow assessment that uncovers inefficiencies, identifies automation opportunities, and delivers a practical roadmap for improvement.
The examination
We sit down with you to understand how your business actually operates, where time is being wasted, and where automation and AI can make a measurable difference.
Repetitive administrative tasks
Disconnected systems and manual handoffs
Customer communications and follow-ups
Reporting, information retrieval, and decision-making
Findings reportCase 001 · Illustrative
Finding
Cost
Prescribed fix
Quotes written by hand after hours
~6 hrs/week
Draft from job notes
Inquiries with no reply after 48 hrs
1 in 5
Triage + reminders
Monday report rebuilt from 4 sources
~2 hrs/week
One combined view
Start here → Pilot the quote drafting for 30 days. Expected return within one season.
What you’ll walk away with: A prioritized opportunity assessment identifying practical improvements, estimated potential impact, and recommended next steps.
01
Initial conversation
Free · 20–30 minutes
An exploratory call to understand your business and decide whether there’s a fit.
02
The Autopsy
Founding-partner rate · 60–90 minutes
A structured working session, followed by a concise written assessment of your opportunities.
No technical expertise required. No obligation to implement. Just a clearer understanding of where your business could work better.
Practical AI tools, configured for your business and ready for everyday use.
AI assistant setup and configuration
Reusable skills, prompts, and task templates
Connections to approved business tools via MCP or suitable integrations
Employee onboarding and basic training
Basic usage and integration health checks
Ongoing updates and standard support
Ideal for Businesses taking their first serious steps with AI.
Level 02
Advanced
Put your workflows on autopilot.
Everything in Essentials, plus purpose-built automation that connects your people, systems, and processes.
Everything in Essentials
Custom workflows and AI-assisted automations
Integrations with CRM, accounting, scheduling, and operational tools
Tailored reporting and operational dashboards
Workflow execution monitoring and failure alerts
Continuous optimization and prioritized support
Ideal for Businesses with repetitive, time-consuming processes that need more than a general-purpose assistant.
Level 03
Premium
Make your entire business more intelligent.
A managed AI and intelligence environment built around your company’s knowledge, data, and operations.
Everything in Advanced
Dedicated managed compute environment
Connected business knowledge and searchable institutional memory
Advanced analytics, trends, and opportunity identification
Cross-system insights and executive intelligence dashboards
Proactive monitoring, maintenance, and premium support
Ideal for Established businesses wanting an integrated, continuously improving operational intelligence system.
Real-world applications
See what we can automate
Exhibits of what we can build. Examples, not client stories.
A
Exhibit A · Advanced
Quotes & proposals
Turn job notes and customer requirements into draft estimates, proposals, and follow-up tasks.
Job-site notes → Draft estimate → Follow-up task
B
Exhibit B · Essentials / Advanced
Customer communications
Classify incoming inquiries, prepare responses, and surface unanswered requests before opportunities disappear.
New inquiry → Suggested reply → Unanswered alert
C
Exhibit C · Advanced / Premium
Business dashboards
Combine information from spreadsheets and business systems into useful operational reporting.
Spreadsheets & systems → Combined data → Weekly view
D
Exhibit D · Premium
Company knowledge
Make procedures, project history, policies, and operational knowledge easier to find and use.
A question → Your documents → A sourced answer
Procedure
How we work
The Autopsy comes first. We never prescribe before we examine.
01
Discover
We learn how your business operates, map your biggest friction points, and identify opportunities worth pursuing.
02
Design
We propose practical solutions, estimate the expected benefits, and agree on a focused implementation.
03
Deploy
We configure, test, and introduce the solution into your existing operations.
04
Maintain & Improve
We monitor the systems, provide support, and continually refine what we’ve built.
Independent by nature.
South of Heaven Solutions is an independent practice helping owner-run businesses put AI and automation to work. We start with how your business actually runs, and technology only earns its place by removing real friction.
Book the Autopsy
Find out what’s slowing you down.
Tell us a little about your business. We’ll start with a free 20–30 minute conversation and take it from there.