Workflow Review
Item FL-R01 · Rev B- Lead time
- 10 working days
- Your team’s time
- About 4 hours, across 2 or 3 people
- Credit
- The full fee counts toward a pilot started within 30 days
The founding rate is for my first five clients. In return, I ask for an honest debrief and permission to publish an anonymised write-up you approve first.
No payment today. I confirm scope and dates by email within two working days and send an invoice. Work starts once it’s paid.
You get
- A one-page map of the workflow as it runs today: steps, hand-offs, tools, time per step and where errors creep in.
- Three to seven AI opportunities, ranked by value, effort, risk and data sensitivity, including what not to automate.
- A one-page pilot spec for the best one: scope, the human check, how we’ll measure success, test cases, cost and timeline.
- Notes on tools and data: what fits the software you already use, and what data would leave your systems.
- A 60-minute readout and a written report, plus two weeks of follow-up questions by email.
You provide
- One person who can decide
- Two or three people who do the work, for about 4 hours in total
- Five to ten real examples, anonymised if you prefer
- A list of the software you use, and your NDA if you have one
Not included
- Building or setting up tools (that’s the pilot)
- Changes to your ERP or CRM
- Legal or compliance sign-off
- More than one workflow
- On-site visits, unless agreed, with travel at cost
How the ten days run
- Day 1Kickoff, 45 min
- Days 2–6Two walkthroughs with your team, 90 min each
- Days 7–9Analysis
- Day 10Readout, 60 min