Tenzi · Design partner process · 2026
Tenzi
Design partner process

Build the next-gen broker platform with us.

A first-cohort design partner seat. You bring the reality of how brokers actually work — we turn it into the platform you walk away with.
Map Month 01 · configure for how you work
Use Month 02 · on real client work
Measure Month 03 · hours and dollars saved
Roshan Khozouei · Founder · Tenzi
Where we’re headed
Tenzi

From hours of admin to twice the pipeline.

What a single new lead looks like — today, vs three months in.
Today
You do all the work.
Steps in every new lead
●Manually build the client profile
●Write up the needs analysis
●Pull together a proposal
●Chase follow-ups
●Keep the client file up to date
●Track responses in your head or a spreadsheet

Every client is hours of admin before you earn a dollar.

After 3 months
Tenzi does the heavy lifting.
Same lead · same steps
●Captures the conversation
●Builds the client profile
●Drafts the needs analysis
●Fills the prop forms
●Tracks responses, keeps the file current
●Dashboard shows live status

You handle twice the pipeline, without hiring.

The shape of the win · concrete numbers come at month 03
Design partner process · what to expect
Tenzi

How the partnership works.

What you give. What we give. What ships at the end.
Your part

Small time ask. Honest input.

One hour a week through month one. Daily use plus a short check-in through month two. One review session in month three. The only real ask: show me the messy reality, tell me what works and what doesn’t.

Our part

Build it around your real week.

We map your top workflows, ship the highest-value automations first, then tighten based on what you actually feel — not what we guess. The messy reality is the input.

What ships

A platform that fits, plus the numbers.

Your top workflows automated. Hours saved per week, translated into dollars. A clear picture of ongoing access by the end of month three.

M01 mapped → M02 on real work → M03 impact measured

First cohort · weekly cadence in month one, lighter touch from there.
Month 01 of 03 · Design partner process
Tenzi

Map your workflows.

We start with new business — where you spend the most time winning clients and generating revenue.
WK 01
Walk through

You walk me through new business end to end — first contact to bind.

WK 02
Find the friction

Together we name the steps that eat the most time, with rough duration estimates per step — so we can see where the hours actually go.

WK 03
Plan + prioritise

We rank the friction by hours-saved-per-week, decide which automations to build, and agree what stays manual for now.

WK 04
Onboard

You’re on the platform with your workflow configured and the prioritised automations live — ready for real client work in Month 2.

END OF M01
What you walk away with
01Workflow mapped, friction measured
02Top automations running
03Plan for the next workflow
Your only job Show me the messy reality. The more honest, the better the result.
Month 01 · mapping is a working session, not a workshop
Month 02 of 03 · Design partner process
Tenzi

Use it on real client work.

The platform runs alongside your week. We tighten it on what you actually feel — not what we guessed.
WK 01
Start using

You run real client work through the platform. New business cases this month go through it end to end.

WK 02
First check-in

15–30 minutes. We capture what’s saving time, what’s annoying, what’s missing — and I ship the first round of fixes.

WK 03
Iterate

You keep using. I keep refining. What was annoying becomes smaller; what was promising becomes faster.

WK 04
Settled use

The platform fits your week. The loop is fast. You’ve stopped noticing it’s there.

END OF M02
What you walk away with
01Platform fits your week
02Hours saved, week by week
03Iterations shipped from your feedback
Your only job Use it honestly. Tell me what works and what doesn’t.
Month 02 · the loop is what makes the platform fit, not the spec
Month 03 of 03 · Design partner process
Tenzi

Measure the impact.

Hard numbers on what changed. ROI in dollars — plus the next workflow we tackle together.
WK 01
Steady use

Continued use of the platform on real client work. Workflow data accumulates — frequency, duration, exceptions.

WK 02
Measure together

One deeper review session. We compare against the friction durations from M01 — what shifted, what didn’t, what surprised you.

WK 03
Translate to dollars

Hours saved per week multiplied by your billable rate, or capacity gained. ROI numbers you can defend.

WK 04
Plan ongoing access

We agree what continued access looks like — $500/month for 12 months — and the next workflow we tackle.

END OF M03
What you walk away with
01Hard ROI in dollars
02Ongoing access agreed
03Next workflow named
No lock-in If it’s not delivering value, you walk away. The three months are designed so you never have to guess.
Month 03 · numbers in hand, plan for what’s next
Ready when you are
Tenzi
Three months to know

Once the admin shrinks — what fills the space?

Which workflow would you map first?

Map Month 01
Use Month 02
Measure Month 03
Roshan Khozouei · roshan@tenzi.ai