How it works
A clear engagement from first conversation to monthly management, with measurement at every stage.
Discovery
A short conversation about one repeat process: volumes, tools, missed opportunities and admin time.
Proposal
A written scope: what the workflow does, what it must never do, acceptance tests, costs and timeline.
Pilot
A bounded, paid pilot measured against your starting point. Complex work begins with paid discovery.
Rollout
Staff walkthrough, documentation and a careful switch-over with monitoring in place.
Ongoing management
Monitoring, maintenance, knowledge updates, monthly reporting and agreed improvements.
What we need from you
- Access to the tools in scope, set up with minimal permissions
- Approved answers and policies for the assistant
- A named person for handover and approvals
- Time for acceptance testing before go-live
Every deployment includes
- Approved knowledge and scope
- Human handover
- Success criteria
- Cost limits
- Monitoring and a recovery plan
- Documentation and a staff walkthrough