Operating question
Where does the workflow lose value?
Bring one workflow where inquiries, requests, approvals, or reporting lose time, context, or accountability.
What You Get First
A concrete deliverable, not a vague recommendation.
Candidate workflows
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Client onboarding and missing-asset follow-up
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Reporting automation with strategist review
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Project handoff packets across account, strategy, creative, media, and dev teams
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QA checklist review and approval notes
Production path
We configure, connect, or build the right controlled solution, prove it against acceptance measures, and prepare the team to own the change.
Explore the Production SprintCommon Workflow Problems
Start where the manual work is already costing time, speed, or visibility.
Workflow signal
Client reports consume strategist time and still need human commentary, source checks, and final approval before delivery.
Discuss this workflowWorkflow signal
Onboarding, asset collection, kickoff packets, and project handoffs drag across account, strategy, creative, media, and dev teams.
Discuss this workflowWorkflow signal
A recurring reporting, QA, onboarding, research, or delivery-support job needs ongoing support without adding another full-time operations hire.
Discuss this workflowWorkflow signal
Multiple client operations workflows need ongoing monitoring, cleanup, and improvement.
Discuss this workflowWorkflows Lasso Automates
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Client onboarding and missing-asset follow-up
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Reporting automation with strategist review
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Project handoff packets across account, strategy, creative, media, and dev teams
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QA checklist review and approval notes
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Lead follow-up and partner referral routing
Why Teams Trust It
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Partner-friendly delivery that supports your core service instead of competing with it
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Human review before client-facing strategy, reports, creative direction, or commitments
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Uses your templates, standards, dashboards, project tools, and approval workflow
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Can start with internal operations before client-facing expansion
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Clear handoff into Managed Workflow when multiple workflows need ongoing care
ENGAGEMENT PATH
Put one workflow into production. Then expand what works.
When the workflow, owner, access, and measurable result are clear, Lasso starts with a focused Production Sprint. Other structures fit different operating and economic conditions.
$40K-$75K
01 · Production Sprint
Put one tightly scoped workflow into production in 4-6 weeks, with integrations, controls, acceptance, rollout, and training.
Review the Sprint$25K-$50K minimum + performance economics
02 · Outcome Partnership
Align part of the commercial structure to attributable recovered revenue, savings, margin, or transaction economics.
Discuss this structure$25K-$75K implementation + $10K-$25K+ / month
03 · Managed Workflow
Build and operate a defined workflow with accountable monitoring, exceptions, reporting, and improvement.
Discuss this structure$30K-$75K+ / month
04 · AI Operating Partner
Continuously transform high-value workflows over a 3-12 month operating horizon.
Discuss this structureSYSTEMS
Designed for real operating environments.
CRMproject management toolsad/reporting platformsshared drivesSlackemailclient portals
Decision questions
Why start with one workflow?
A defined workflow creates a measurable baseline, clear ownership, practical access requirements, and a production result the business can evaluate.
What if production cannot be scoped responsibly?
A $20K-$35K Workflow Scan can establish the baseline, economics, controls, feasibility, and production plan before implementation.
What happens after a successful Sprint?
Lasso can expand the build, operate the workflow as a Managed Workflow, structure an Outcome Partnership, or serve as an ongoing AI Operating Partner.