Fixed scope. Fixed price. Something working before you spend more.

Step 0

The workshop

A 60-minute live session called "AI That Actually Does Work in Your Business". I build one real automation in front of the room using a volunteer's actual problem. No slides beyond a title. It exists so owners can see what "working" looks like before anyone pays for anything.

Outline, who it's for, and how to host one

Step 1

AI Opportunity Map

Half a day on site. I sit with each role and map how work actually flows through the business: what arrives, who touches it, where it waits, where it gets retyped. This is the Understudy method, applied by hand.

Then I build one of the recommended automations as a working prototype, on your data, before the two weeks are up. The prototype is the point. It makes the next step obvious, or it shows you to stop here.

• A one-page map of where the hours go, role by role
• The two or three automations worth doing first, with what each would take
• One of them running as a prototype: one workflow, one trigger, your real data or a sample of it
• A written scope and price for the Build Sprint, if one makes sense

Step 2

Build Sprint

One automation or system, built, installed, documented, and handed to your staff. Scope and price are fixed before we start, and both come from the map. Typical sprints:

• Phone and web intake that qualifies the request and books the appointment
• Quotes generated from a site visit, in your format, ready to send
• Invoices out on time and follow-up on the ones that are late
• Documents read and posted into the accounting system without retyping
• An internal assistant that answers from your own files and procedures

Step 3

On-call AI operations

Software that touches phone lines, inboxes, and accounting needs someone watching it. I keep what was built running, add small improvements each month, and give you one person to call when something looks off.

Up to eight hours a month. I answer within one business day. Month to month, cancel any time.