Fixed-fee operations diagnostic
Find the first AI workflow worth building before you build anything.
A short diagnostic for teams that want AI to draft useful work from existing email, calendar, CRM, and accounting tools without letting it act on its own.
Diagnostic first
When mapping beats automation
- Several AI or automation ideas are on the table, but no obvious place to start.
- Your team already has the tools. The problem is the handoff between them.
- You want a practical scope before you green-light a build.
- You need the review path and logging defined before anything touches live work.
Process
How I narrow the first build
- List the tools, handoffs, and workarounds people are actually using.
- Pick the first practical wedge: Inbox-to-Action, Owner Weekly Digest, Operations Exception Board, or Invoice/Payment Drafting.
- Define what gets drafted, who reviews it, and what gets logged.
- Hand off a scoped build plan with a dry run before anything live changes.
Deliverable
What you walk away with
A process map in plain English. A ranked backlog. The first build I'd recommend, with a measurement plan attached. Everything starts off; we test each action once with no real change before enabling it, one at a time.
Numbers I dig into first
- Manual review volume
- Time spent per handoff
- Draft accuracy in dry runs
- Revenue risk from delays
Request a diagnostic
Use the diagnostic when the bottleneck is real but the build is not obvious. It puts a clear target on the cockpit build before you spend money on tools or dev hours.
Request a diagnostic