| Stage | System | Where it stalls |
|---|---|---|
| Intake | Named | Found in interviews |
| Review | Named | Found in interviews |
| Documents | Named | Found in interviews |
| Billing | Named | Found in interviews |
How the work moves today, stage by stage, and which system holds it.
Growth Systems Engineering
Conjai connects marketing, sales, and operations so the business can take more demand without adding headcount at the same rate. We fix the system behind the growth.
Professional services firms first. Field service and multi-channel retail teams too. Founder-led: Joshua Pyne, MBA
Every tool you add can hand work to every other tool. The Complexity Ceiling is the point where a company is too sophisticated for manual coordination but too lean to staff an enterprise operations team.
tools can hand work to each other ways. Each way is a place work waits, gets re-keyed, or gets dropped.
The same method, shaped around the handoff that fails first in each kind of company. We lead with professional services.

Professional services | Where we lead
Law, accounting, engineering and consulting firms with a real sales cycle. The work wins on expertise and loses on the handoff: the inquiry, the engagement letter, the time entry, the bill.
Works with HubSpot, Salesforce, Clio, QuickBooks
Professional services systems →
Field service
Regional HVAC, plumbing, electrical, roofing and restoration companies with a technician bench. The agency bought the call. The system still dropped the job.
Works with ServiceTitan, Jobber, Housecall Pro
Field service systems →
Multi-channel retail
Sellers on two or more channels, especially unique units, consignment and drops. Every channel can be right on its own while the business is still wrong.
Works with Shopify, WooCommerce, BigCommerce
Retail systems →None of these? If the work crosses systems and people, repeats every week, and depends on memory, start with an Operational Fit Review →
Six layers, in order. Each is a question your business can answer plainly, and something you keep when the work is done.
The result the business needs, stated in its own terms.
Every inquiry gets an owner and an answer.
How the work really moves, with every handoff named.
One path from first contact to paid invoice.
One record per customer, matter and job that every tool reads from.
Systems stop disagreeing about the same fact.
A named person and a deadline at each handoff.
Nothing waits in a shared inbox.
Routine coordination moves on its own. Judgment goes to a person.
AI only where interpretation earns its keep.
Exceptions and drift surface where someone will see them.
A workaround never quietly becomes the process.
Under the hood: revenue operations, system integration, API middleware, automated handoffs, deterministic data architecture.
Three working documents you keep, filled in from your systems and the people who use them. The structure is shown here; the content is yours.
| Stage | System | Where it stalls |
|---|---|---|
| Intake | Named | Found in interviews |
| Review | Named | Found in interviews |
| Documents | Named | Found in interviews |
| Billing | Named | Found in interviews |
How the work moves today, stage by stage, and which system holds it.
| Handoff | Owner | Wait | Exception |
|---|---|---|---|
| Inquiry to partner | Named | Measured | Path set |
| Partner to documents | Named | Measured | Path set |
| Documents to work | Named | Measured | Path set |
| Work to bill | Named | Measured | Path set |
Every handoff with an owner, a measured wait and a defined exception path.
| Record | Lives in | Wins |
|---|---|---|
| Client | One system | Rule set |
| Engagement | One system | Rule set |
| Time entry | One system | Rule set |
| Invoice | One system | Rule set |
Which system owns each record, and which one wins when two disagree.
The full set also includes a Baseline Scorecard, a Leak Estimate with the method shown, a Stack and Spend register, and a prioritized Build roadmap.
Each stage ends with something you keep, and each one is priced and scoped before it starts.
We map the lifecycle, the stack, the data, and the handoffs, from the people who do the work, then tell you what to fix first and what delay is costing.
You get: System Fit Map, Handoff Map, Source-of-Truth Matrix, Baseline Scorecard, Leak Estimate, prioritized roadmap.
One to four weeks, by tier. Two fixed-fee tiers, $3,500 Core and $5,500 Multi-System Engine, confirmed on your Operational Fit Review and credited toward Build.
We connect your tools, redesign handoffs, automate coordination before judgment, and apply AI only where interpretation earns its keep.
You get: a connected operating layer you own, on your accounts.
Typically four to ten weeks.
Systems drift as the business changes. We watch exceptions, data quality, and workarounds, and adjust before a workaround becomes the process.
You get: a monthly System Fitness Log, without standing up an internal operations department.
Monthly. Cancel anytime.
Enter your own numbers. Two published averages are filled in; change them if yours differ.
Handoff calculator
Every tool you add can hand work to every other tool. Six tools can connect 15 ways. Twelve can connect 66. The formula is n(n−1)/2.
4. Your numbers. Two are published averages; change them if yours differ.
Lead Capture → Intake and Routing → Conflict Check and Onboarding → WIP and Unbilled Time → Proforma and Invoice → Cash and Ledger
Published averages, not a quote. Diagnose replaces them with your own numbers.
Sources: Harvard Business Review, 2022 (workers at three large companies lost just under 4 hours a week re-orienting after switching apps); Zylo (the average organization uses 54% of its paid SaaS licenses).
Two models of the method in professional services and field services, and one real client build.
The handoff: Lead Capture → Intake and Routing → Conflict Check and Onboarding → WIP and Unbilled Time → Proforma and Invoice → Cash and Ledger.
Where it breaks. An inquiry waits in one partner's inbox. Documents arrive by email, a few at a time. Hours worked get billed late, or not at all.
What Conjai would build. One intake record that routes each inquiry to an available partner and starts a clock. A portal that collects documents against a checklist. A sync from the practice-management system to accounting, so time entered is time billed.
What Diagnose would measure first
The handoff: Inbound Phone Call → Dispatch Board → Unsold Estimate.
Where it breaks. After-hours calls go to voicemail. Estimates for system replacements sit on a technician's clipboard with no follow-up.
What Conjai would build. After-hours call capture that lands in the dispatch system as a job request. A follow-up sequence for every open estimate. A review request when a job closes.
What Diagnose would measure first
The challenge. A sneaker collector selling on eBay and StockX with no shared record of a pair.
What Conjai built. One inventory register that both channels and the brand site read from.
Seller record, not a result of the build
Selling since 2016
Check the ones that sound familiar. We will show which part of the system they point to.
If several sound familiar, the Assessment maps which ones cost you most. Request an Operational Fit Review →
We map the lifecycle, the stack, the handoffs, and the manual work, then tell you what to fix first. Not a generic deck. A diagnostic built on your actual systems.
Most people in this work have sat on one side of the table. Joshua Pyne has sat on both. As an executive he sold, structured, and scaled digital, data, and media programs for Fortune 500 brands. As an operator he now designs and writes the systems himself — production commerce platforms, multi-agent architectures, and the operating protocols that make automation trustworthy enough to run unattended.
Career figures from before Conjai, not client results:
The through-line is adoption. An MBA in Organizational Leadership and two decades of change work taught him that a system only matters if people actually use it.
FAQ
Conjai is a growth systems engineering firm. It connects marketing, sales, and operations for growing companies so they can take more demand without adding headcount at the same rate.
Established companies that have hit the Complexity Ceiling: too sophisticated for manual coordination, too lean to staff an enterprise operations team. The three common patterns are B2B revenue teams, multi-channel retailers, and regional field service companies.
Neither. Conjai does not sell software and does not run ads. Most growing businesses do not have a tools problem; they have an integration and process problem. Conjai engineers the connections, automation, data quality, and applied AI around the stack the company already owns.
Three stages. Diagnose takes about two weeks and maps the customer lifecycle, tech stack, data flows, and repetitive work. Build typically takes four to ten weeks and connects tools, automates predictable work, and redesigns handoffs. Improve is monthly and cancelable, and keeps the systems managed without an internal RevOps or IT department.
Yes, where intelligence improves the workflow. Where reliability matters more, Conjai uses ordinary deterministic automation. The business result determines the technology, not the other way around.
No. Diagnose stands on its own: you keep the maps and the prioritized roadmap whether or not you go ahead, and you can take them to anyone. If you do go ahead, the Diagnose fee is credited toward Build.
The Build plan sets its objectives and benchmarks before any work starts, measured against how the workflow runs today: response time, hours of manual reconciliation, records that disagree, or whatever Diagnose showed was costing you. We measure the same things after the system is live.
You do, at each stage you pay for. After Diagnose you own the assessment, the executive summary and the recommendations. After Build you own the implementation plan, its objectives and benchmarks, the tool recommendations, and the system and processes we configure. During Improve you own the rollout playbooks, schedules, reports and forms we produce. The forward-looking improvement roadmap is part of the Improve service and runs for as long as that engagement does.
No. We work through access you grant on your own platforms and APIs, and you can revoke it at any time. We keep no personal or proprietary data in-house. Changes are staged and reviewed in version control before they reach your live systems.