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Method

Assess the workflow before the build.

The engagement starts with a no-cost fit call. If there is a real opportunity, the first paid milestone is a Workflow Assessment that produces a useful recommendation, whether or not the answer is an AI agent.

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01Overview

The first question is not which agent to build.

Most organizations do not have an AI problem first. They have work that waits, repeats, gets routed through memory, or depends too much on one experienced person. AI may be the right intervention, but so might conventional software, an existing product, documentation, a workflow change, a new hire, or no action.

  1. Free call
  2. Workflow Assessment
  3. Recommendation
  4. Scoped build
  5. Operations
assess before build
02The Path

Four plain steps.

Step 01

Free fit call

Question
Is there a real workflow worth inspecting?
Output
A clear next step, even if that next step is no project.

Step 02

Workflow Assessment

Question
What actually limits the work?
Output
A decision packet: workflow map, bottleneck analysis, and recommendation.

Step 03

Fixed-scope build

Question
If custom work is justified, what measurable capability should exist?
Output
A scoped system with deliverables, exclusions, and acceptance criteria.

Step 04

Operations

Question
What does the system need after it meets real work?
Output
Hosting, monitoring, updates, adjustments, and support.
03First Call

The form starts a fit call, not a sales commitment.

The first conversation is a no-cost 20-30 minute call. We learn who you are, what process is creating friction, and whether there is a meaningful problem worth investigating. It is not a consulting session, and it is not a commitment to buy an agent. Read why the first call is not a sales trap.

Possible outcomes

No project
The problem is too early, not a fit, or likely handled by software that already exists.
Next step
If the workflow is worth inspecting, we scope a paid Workflow Assessment.
04Bring the Evidence

The Workflow Assessment uses real cases.

The paid assessment focuses on one workflow, usually priced between $2,500 and $7,500 depending on complexity. The fee is credited toward a custom build if the assessment recommends one and work begins within 30 days. Read why the Workflow Assessment comes before the build.

Bring

  • One workflow
  • 3-5 real examples
  • Supporting artifacts
  • People involved
  • Systems involved
  • Desired business outcome

Examples

Needed
The last few times this process happened, including one messy or edge case if possible.
Why real examples matter

Tool context

Needed
The systems involved, access constraints, owners, current handoffs, and supporting artifacts.

Decision rules

Needed
Where judgment lives, what cannot be automated, and what business outcome would make the work worthwhile.
Read about the Workflow Assessment
05What You Get Back

Decision Packet

You still own the business decision. The assessment gives you the map, analysis, tradeoffs, and recommendation needed to decide whether to build, buy, change the workflow, hire, gather more data, or stop. Read why the decision packet is the deliverable.

Workflow map

People, systems, inputs, outputs, decision points, and failure modes.

Bottleneck analysis

What actually limits performance: waiting, context switching, manual repetition, unclear ownership, or missing information.

Primary recommendation

Our recommended next step: build, buy, change the workflow, hire, gather more data, or do nothing for now.

06Fit Criteria

Build only when it makes sense.

A strong candidate for custom work has repeated cases, available inputs, reviewable outputs, a known owner, and a clear reason the current manual version is expensive. If the pressure is really unclear work, start by asking whether you are hiring around a broken workflow. If an agent is not the right answer, we will say so.

Good signs

  • Repeated cases
  • Available inputs
  • Reviewable outputs
  • Known owner
  • Clear cost to the manual version
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