Services
Business systems before automation.
Cohenhabitate helps companies and teams turn scattered workflows, tools, knowledge, reporting, and automation ideas into governed operating systems.
Special Offer
Business Systems Snapshot
A Business Systems Snapshot is a focused diagnostic assessment of one business area, workflow, or system cluster. It identifies where your business is losing time, clarity, money, or execution speed before you invest in automation or AI.
You leave with a clearer view of the operating friction, the highest-leverage system issues, and the next practical step: strategy call, assessment, Roadmap + Business Case, implementation, or maintenance.
Launch price: $1,500 for the first 5 clients
Request a SnapshotHow we work
1. Diagnose
Start with a Snapshot, Strategy Call, or Fit Call to identify the system friction, workflow visibility gaps, and highest-leverage next step.
2. Roadmap + Business Case
Translate the diagnostic into business requirements, decision logic, implementation priorities, and a practical business case.
3. Implement + Govern
Build or improve priority systems, workflows, automations, AI-supported processes, dashboards, and operating routines.
Service menu
Most engagements begin with a fit conversation, strategy call, or Snapshot. Larger assessments, roadmap work, implementation, automation, and retainers are scoped after the operating context is clear.
Free 20-Minute Fit Call
A short call to confirm whether Cohenhabitate is the right fit and whether your issue is best handled through a Snapshot, Strategy Call, or scoped systems engagement.
Best for: deciding where to start.
Price: Free
Request a Call →Business Strategy Call
One urgent business, operations, systems, or AI question.
Best for: a fast decision, scope check, or systems question.
Price: $350/$499 (30/60 minutes)
Request a Call →Single Business System Workflow Snapshot
Focused diagnostic of one business area, workflow, or system cluster.
Best for: identifying gaps in one system within a workflow.
Launch price: $2,500 ($1,500 for a limited time)
Request a Call →Full Business System Workflow Snapshot
Focused diagnostic review of up to 3–8 business systems across people, workflows, tools, reporting, and automation opportunities.
Best for: identifying gaps across multiple systems within a workflow.
Launch price: provided upon request
Request a Call →Roadmap + Business Case
Business requirements, implementation roadmap, decision logic, and business case after diagnosis.
Recommended Prerequisite: Business Snapshot.
Request a Call →Implementation Sprint
Implementation of one or more priority business systems, workflows, automations, or governed operating routines.
Recommended Prerequisite: Roadmap + Business Case.
Request a Call →Automation / AI Assistant Build
Build one defined automation, AI-supported workflow, assistant, or agent with governance and operating context.
Scoped after workflow readiness is clear.
Request a Call →Systems Advisory Retainer
Ongoing strategic support after diagnosis or implementation.
Scoped after the first engagement.
Request a Call →Systems Maintenance Retainer
Ongoing updates, cleanup, dashboards, workflow adjustments, and automation maintenance.
Scoped after systems are in place.
Request a Call →What counts as a business system?
A business system is one defined operating area with its own workflow, inputs, outputs, tools, owners, and success metrics.
Lead Capture
Inquiry forms, routing, CRM intake, qualification, and source tracking.
Sales Pipeline
CRM stages, follow-up, proposals, close workflow, and handoffs.
Client Onboarding
Kickoff, forms, expectations, access, owner assignments, and success criteria.
Delivery / Fulfillment
Service delivery workflow, project execution, approvals, and issue routing.
Reporting / Dashboard
KPIs, scorecards, operational visibility, data quality, and leadership reporting.
Knowledge / Asset System
SOPs, templates, playbooks, reusable assets, and governance.
Automation / AI System
Assistants, agents, workflow automations, routing, approvals, and exception handling.
Operations Management
Operating rhythm, ownership, maintenance, reviews, and system health.