Works. Proposal
Prepared for
Carey O'Dowd · JPM Valuers & Property Consultants
4 September 2026

Works. × JPM

A plan to grow JPM without growing headcount. Built from our conversation on 4 September.

What we heard
"We want to grow the business still, but without getting bigger headcount."
— You, over coffee on Thursday

25 people across Australia. Work comes through referrals. One valuer owns each job start to finish. The goal is more capacity from the same team.

The opportunity is not another tool. It is the whole path a job takes through the business.

Works.// What We Heard
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How a valuation job runs today

One job. Six stops.

Our read from the conversation. The Audit tests it, and finds where the time really goes.

01

Instruction

The client emails the job. Admin sends a quote. The client confirms.

Admin
02

Set up

Admin pre-fills WorkflowMax and allocates a valuer.

Admin
03

Inspection

Site visit and photos. Each photo resized and placed by hand.

Valuer
04

Research

Property data and council records pulled manually, site by site.

Valuer
05

Report

The valuer drafts from templates and judgement. Your report tool starts here.

Valuer
06

Delivery

Checked, then sent to the client or uploaded to their portal.

Admin
Works.// The Job Today
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The unlock

WorkflowMax already connects to AI.

We checked after our conversation: WorkflowMax publishes an AI connector and a full API. Together they can support the instruction-to-draft workflow, in the system you already use.

Verified

The connector exists

WorkflowMax offers a published AI connector and a documented API covering jobs, quotes and clients.

The target workflow

Instruction to draft

The system reads the instruction, sets up the job, alerts the valuer and suggests a report template. The Audit confirms how much of this is possible.

What stays human

The valuer signs

Inspection, judgement and sign-off stay with your valuers. AI prepares the work. Your people approve it.

We confirmed the connector and API in WorkflowMax's published documentation, 4 September 2026. The Audit confirms what JPM's account enables and how far the connection can go.

Works.// The Unlock
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Governance

Your data, under your control.

Valuation runs on trust. We build the system so you always know where your data goes and who can access it.

We work inside your systems

Works operates on logins you grant, in the tools you already run. We do not copy your data into our own systems.

Works with any AI model

Your company brain and architecture are set up to work with any model, including multiple models at once.

Research licences respected

We do not automate access to your data providers until the Audit confirms their terms allow it. Until then, access stays manual.

Your team holds the keys

You approve what each person's AI can access before it is switched on. We train an internal owner to run the system after handover.

Works.// Governance
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What Works installs

An AI-ready business runs on four layers. We install all four.

Four connected layers turn scattered AI use into infrastructure your team owns.

01

Architecture

Where AI sits, what it can access, and how it connects to the business.

The foundation
02

Context

The knowledge AI needs before anyone asks it to do the work.

Source of truth
03

The Brain

Living company knowledge that stays current as the team works.

Stays alive
04

Skills

The repeatable workflows that return time to the team.

Runs on top
×

Tools

Chosen last. The value sits in the system, not the software logo.

Downstream
Works.// The Four Layers
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How the engagement works

The engagement, end to end.

Step 01

Audit

1–2 weeks

Map the work, rank the opportunities and build the 90-day plan.

Step 02

Embed

90 days

Set up the system, deliver the workflows and train an internal owner.

Step 03 When needed

Build

Scoped

Build a custom solution only when a workflow needs one.

Step 04

Optimize

Ongoing

Keep the workflows and company knowledge current after handover.

One sequence. One install. Your team owns it.

Works.// The Approach
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Audit

We start with the work. Not the tools.

Duration1–2 weeks, incl. 1 day on site
Investment$5K
OutputDiagnostic + 90-day plan

What we do

  • A full day on site at your Gold Coast office with the valuers and admin team
  • Track real jobs from start to finish and measure where the time goes
  • Review WorkflowMax, the report tool in progress, and what is already connected
  • Identify the quick wins, and the work that needs stronger foundations first

What you get

  • Workflow maps with the hours each step really takes
  • The workflows to implement first, ranked by evidence and value
  • A written assessment of WorkflowMax integration and research data licence limits
  • A 90-day Embed plan listing each workflow and its expected outcome

The Audit is a low-risk first step. You keep the workflow maps and the plan, whether or not Works delivers the next phase.

Works.// Audit
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Embed

90 days inside the business.

A Works operator joins your team for 90 days, inside the systems you already use.

What gets installed during the 90 days

  • Company knowledge organised so AI can use it
  • Typically 6–10 workflows delivered
  • Training tailored to each role
  • An internal owner trained to run the system
How each workflow ships
01Build it.
02Run it.
03Improve it.

Each workflow is tested on real work by the people who will own it after handover.

Works.// Embed
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Blind case study · Boutique homebuilder

$10.5M additional revenue capacity unlocked.

A boutique homebuilder wanted to grow without adding headcount. The Audit unlocked the capacity already inside the business.

Overview

Boutique homebuilder

A growing, design-led business with strong demand and a lean team.

Situation

Growth was trapped in admin

Repeatable work across proposals, design administration and quality assurance was constraining capacity.

Result

105–120 days saved each year

Nine workflows mapped. The client approved the 90-day sprint and moved into implementation.

Works.// Blind Case Study · Boutique Homebuilder
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Investment

Clear pricing. Set by the Audit.

The Audit determines the implementation scope.

Stage
What it covers
Duration
Investment
Audit
Full-day on-site mapping, opportunity ranking and the 90-day roadmap.
1–2 weeks
incl. 1 day on site
Fixed$5K
Embed
System setup, typically 6–10 workflows, training and handover
90 days
From$40K
Build
Custom builds for the workflows that need them
Scoped
ScopedOn spec
Optimize
Ongoing support, workflow library updates and continuous improvement
Ongoing
Per month$4K

The Audit confirms the Embed price before you commit.

Works.// Investment
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Lock in the Audit.

We spend one day on site with your team. The diagnostic and ranked 90-day plan arrive within weeks, not months.

JPM keeps the diagnostic, workflow maps and roadmap whether or not Works delivers the next phase.

Book the Audit
What you get
A ranked, evidence-based plan showing which AI opportunities to pursue first.
On site1 day
Investment$5K
Works.// AI that Works.
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