AI operations for boutique firms

Client ops without hiring.

We build the AI systems that run your firm's back office — reporting, follow-ups, onboarding, internal docs — then we operate them around the clock. Your team stays billable. The work still ships.

$2,997 audit  ·  No retainers without an audit first

Coastline · Ops Monitor Live
Client reporting engine
operational
Onboarding pipeline
operational
Follow-up sequences
operational
Intake & routing
operational
› all systems nominal
Monitored 24/7auto-resolved today · 0
0 days
Discovery → install
24/0
Monitoring coverage
$0
Audit · one-time
0 day
Audit turnaround
01 — The Problem

Your team is doing $50/hour work at $300/hour rates.

The math problem: senior consultants spend half their week on status reports, client check-ins, and internal admin. Every billable hour lost is real margin, gone. Multiply that across the team and it's the largest line item nobody's tracking.

Why hiring doesn't fix it: an ops hire is a six-month lift, adds fixed cost, and still needs the systems built before they can run them. You'd spend a year and a salary reaching a starting line you can cross in two weeks.

/01

Client Reporting

Weekly decks. Monthly retros. The status update that took ninety minutes to assemble and four minutes to read.

/02

Internal Operations

CRM hygiene, project tracking, doc maintenance. The unglamorous spine everyone steps on and no one owns.

/03

Client Communication

Follow-ups, scheduling, intake, the FAQ you've answered in DMs a hundred times this quarter.

02 — How it works

Audit. Install. Operate.

Three moves, one sequence. Every engagement starts with the audit and ends only when you say so.

01
Audit

Map every recurring task. Rank by leverage.

We map every recurring task your team does in a typical month and hand you a written ops audit: the 5–10 highest-leverage automation candidates, ranked by hours saved and cost — starting with the work that touches your revenue and your clients.

Delivered in 10 business days · Yours to keep either way

Cost
$2,997
one-time
02
Install

We build and ship. Your team sees less work.

We build the systems and ship them. Each comes with a one-page doc — what it is, what it solves, what it produces. Your team never sees the architecture. They see the work disappear.

Three lines per system · No black boxes

Cost
Included
in retainer
03
Operate

Monitor. Fix. Keep it running — 24/7.

This is what the retainer actually buys. We watch every system around the clock, catch breaks before your clients ever feel them, and keep the operation alive as your tools and data shift. Your firm runs on these systems now — that's the point.

Minimum term matches your tier, then month-to-month

Cost
From $2,497
/mo · less than a part-time admin
02.5 — What you're paying for

The build is the on-ramp. Running it is the product.

Anyone can build an automation. The reason firms keep us is the part that never stops: a closed loop that watches, catches, fixes, and reports — so the systems your business now depends on simply don't go down.

Monitor

Every system watched around the clock, automatically.

Detect

A break is caught the moment it happens — usually before you'd notice.

Fix

Most issues self-resolve. Anything serious is handled fast, never left running wrong.

Report

A monthly written recap: what we caught, what we fixed, hours saved.

The honest version: monitored systems stay alive — unmonitored ones quietly rot. The retainer is the difference.

03 — Pricing

Audit first. Always.

Required entry point

Operations Audit

10-business-day turnaround. Written deliverable. Yours to keep whether you continue with us or not.

$2,997one-time
Book a Scope Call
Tier I

Operator

$2,497 /mo

Less than a part-time admin. Live in 14 days, not 6 months.

  • Up to 3 systems we build & run
  • Phase 1 install in 14 days
  • 24/7 monitoring & maintenance
  • Breaks caught & fixed before clients feel them
  • Monthly written report
  • Slack / email support
3-month minimum · then month-to-month
Talk to us
Tier III

Architect

$5,997 /mo

Less than an operations manager. Embedded from day one.

  • Up to 12 systems we build & run
  • Phase 1 install in 14 days
  • Everything in Stack
  • Weekly office hours
  • Direct line to founder
  • Custom integrations
12-month minimum · then month-to-month
Talk to us

All retainers require a completed audit. Need more systems than your tier holds? You move up a tier — a bigger operation costs more to run. No setup fees beyond the audit.

04 — Who builds this

One operator. AI labor.

Coastline Ops is run by Nathan Pinkney. Solo operator, AI does the build work — that's not a marketing line, it's the model. Nathan runs every discovery call, designs every system, and owns every relationship. The systems themselves are built and operated by AI agents he's spent years refining into a reliable production stack. The result: senior-level operator attention, without agency overhead.

Model
Operator + AI labor
Discovery → install
14 days
Founder
Nathan Pinkney
05 — Questions

What people ask.

Because we won't sell you a retainer we don't know works for your firm. The audit is the only honest way to find what's actually leaking hours and what's worth automating. If the answer is "not much," we'll tell you.

You're paying us to run your operation. The build is the on-ramp; the monthly fee is us monitoring every system 24/7, catching breaks before your clients feel them, keeping everything alive as your tools change, and reporting on it. Running live AI systems is a service firms pay this much for on its own — the systems you get on top are the upside.

You don't need any. Running it is our job — every system we install, we monitor and fix. Your team sees a one-page doc and a working result. That's the whole interface.

You move up a tier. The tier is the size of the operation we run for you, so a bigger operation moves you up. If you're at the top of Architect and need more, we scope it with you directly.

We build inside your existing tooling whenever possible — your CRM, your storage, your auth. Where third-party services are required, we scope them with you in the audit and document the data flow line by line.

Whatever your firm already runs on. We're tool-agnostic by design. The audit identifies the right substrate before we write a line of anything. You should never have to migrate to use us.

Every system is documented and runs on infrastructure you own. On exit we hand you the keys and a runbook. The honest caveat: systems that aren't monitored tend to drift and break over time — which is exactly what the retainer prevents.

A fractional COO advises. We build, ship, and run the systems. Different jobs. If you already have a COO, we work alongside them — they set strategy, we install and operate what executes it.

Most firms recover the retainer in the first system. The audit is priced so that even if you walk with just the document, you're ahead. Beyond that, the math is in the report.

Find out what's leaking.

A 30-minute scope call. We tell you whether an audit makes sense for your firm. If it doesn't, we say so on the call.

Book a Scope Call