Every Clear Stack engagement follows the same four steps — Catalog, Consolidate, Connect, Coach. Here's exactly what happens, when, and why.
We'll show you the shape of the work here. The exact templates, scorecards, and workflow blueprints — the actual playbook — we walk through with you once we're engaged. Full transparency, just not on a public page.
We map every AI tool in your organization with the precision of a financial audit — what it costs, who uses it, how often, and what it actually produces. Most companies are genuinely shocked by what we find.
Not because they made bad decisions, but because AI adoption moved faster than visibility did.
⏱ Weeks 1–2Complete visibility into every AI tool you're running — what it costs, who uses it, and what it's actually producing. Most clients are surprised by what surfaces.
We eliminate redundancy, keep the best tool for each function, and negotiate better terms where leverage exists. The stack gets smaller. The monthly bill drops. The output goes up.
This is where most clients see their first clear ROI number — and it's usually larger than expected.
⏱ Weeks 3–5A smaller, sharper stack, a lower monthly bill, and your first documented ROI number — usually larger than expected.
We build Make.com automation workflows connecting your surviving tools — data flows between platforms, handoffs happen automatically, and the manual steps costing your team hours get eliminated.
Every workflow is built to be understood and maintained by your team. You own it from day one.
⏱ Weeks 5–10Your tools working as one system: data flows between platforms and handoffs happen automatically — fully documented so your team owns it from day one.
We train your team until they can run the system without us — because the best outcome of this engagement is that you don't need us anymore. We document everything and stay available 30 days post-handoff.
Every question gets a straight answer. No ticket system, no offshore support queue.
⏱ Weeks 10–13Your team running the system confidently without us, everything documented, plus a 30-day post-handoff support window.
Tooling spend is the line you see. Recovered hours are the real number. Drag to estimate both.
Estimated year-one savings
After consolidating to a clear stack.
Estimate only. Model assumptions: consolidation trims 10–60% of tooling spend depending on overlap, and about 65% of manual hours are realistically recoverable. Your real numbers come out of the Catalog phase.
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Start with the $1,500 Stack Audit — the Catalog phase, delivered in two weeks and credited in full toward implementation. Book a free 30-minute intro call to see if it's a fit.