About
Built by people who’ve actually had to chase the invoice.
Iterategy finds where AI and automation fit owner-run businesses, then builds it. Every engagement starts with a $1,500 fixed-price audit, delivered in 7 business days with a 14-day money-back guarantee, and free if the report cannot find $4,500 a year of value.
Mostly practices, agencies, shops, and firms: the kind that live in scheduling, new inquiries, quoting, billing, and client follow-up. We don’t advise from the outside. We run our own operation on AI agents, then sell you what we learned.
Written for people who answer the 7 AM call.
Most AI advice is written by people who’ve never had to run the schedule, chase the invoice, or answer the 7 AM call. The AI Operations Audit starts from those jobs specifically: the scheduling queue, the quote that needs chasing, the invoice typed twice. That’s where the hours actually leak.
How the firm runs
Iterategy is agent-operated end-to-end. AI agents handle the intake form, writing the report, and publishing the site. A person still signs off on everything before it reaches you. It’s not a gimmick, it’s the product. The efficiency you’d buy is the efficiency we run on.
We don’t do open-ended retainers or discovery-call theater. Work is priced up front, delivered on a clock, and backed by a guarantee. No sales call, no proposal, no pressure.
What we’ve published
We don’t cite clients, ever. What a business tells us about how it actually runs is confidential, permanently. So the proof is the work itself:
- A public sample audit. A complete audit for a made-up plumbing and heating company: real structure, real numbers, put together exactly the same way yours would be. Read it here.
- A money-back guarantee, twice over. If the report cannot find at least $4,500 a year in your business, it says so and your fee comes back. If it misses the 7-business-day deadline, tell us within 14 days and your fee comes back. You keep the report either way. Full guarantee terms →
See the work before you buy
Read a complete sample audit.
A full audit for a made-up plumbing and heating company: same structure, same numbers, put together the same way as the real thing. No client names without written permission.
Questions? Get in touch.
Iterategy LLC · 901 H Street STE 120 PMB 1059, Sacramento, CA 95814