Start with the workflow that already wastes your week.
If you know where the drag lives, we can scope the first practical AI automation lane quickly. If not, the launch audit clarifies the boundary, approvals, and path to production before any build spend begins.
Need
Workflow, systems, owner, KPI
Route
Email first or booking when ready
Outcome
Scoped recommendation, not hype
Intake surface
Workflow
Name the loop that wastes time
Systems
List the current operating stack
Review
State how much human approval you want
Decision
Clarify pilot next, later, or no-go
Intake signal
The first conversation should feel specific before it feels exciting.
The intake is there to make the work legible: workflow name, system boundary, approved source material, KPI target, and the level of human review the business actually wants.
Workflow name and owner
Systems and source material already in play
Quality or speed failure today
selected lanenamed KPIreview edge
Selected lane
Lead capture and routing
Strong first lane for founder-led services, lean sales teams, and small operators with one obvious inbound bottleneck.
First KPI: First-response time and qualified handoff rate
System pattern: Form or inbox -> summary and routing logic -> CRM or spreadsheet record
Approval boundary: Human review stays on low-confidence qualification, unusual requests, and outbound promises.
What you should get back
Workflow brief with trigger, owner, KPI, and no-go boundary.
System map covering inbound source, record system, document sources, and approval edge.
Exception and approval policy for risky or ambiguous cases.
Thirty-day pilot plan with a go, narrow, or no-go recommendation.
Direct route
Prefer email first? Use the same lane name and keep the note anchored to first-response time and qualified handoff rate.
This lane works when new inquiries already arrive every day but still depend on manual reading, ad hoc qualification, and delayed handoff into the record system.
The live path today: Form or inbox -> summary and routing logic -> CRM or spreadsheet record
The approved source material already in use: Approved qualification criteria, routing rules, service pages, and recent inquiry examples.
The KPI you want to move first: First-response time and qualified handoff rate
Good fit
Inbound volume is frequent enough to justify daily triage discipline.
The team already knows how to route leads when reading them manually.
A CRM, spreadsheet, or queue already acts as the system of record.
Not day one
Qualification is still political or changes every day.
No one agrees which owner should receive which type of lead.
The business expects full autonomous outbound selling on day one.
What happens after submit
Step 1
Review the workflow, current stack, and owner to decide whether the lane is specific enough for a useful first conversation.
Step 2
Reply with a scoped direction: launch audit next, narrow the lane first, or hold because the workflow is still too broad.
Step 3
If the lane is viable, move into the smallest engagement that can prove it without expanding scope too early.
Not a day-one fit when
You need multiple workflows bundled into the first engagement.
No one can name the owner or review risky outputs weekly.
The lane only works after a full platform rebuild or data-model redesign.
The business expects autonomous external commitments on day one.
Workflow scope intake
Open the intake for your first practical AI workflow lane.
The intake opens in a hosted form so it stays stable and easy to complete. It qualifies one bounded workflow in a fixed order: owner and lane, systems and source material, risk and review, then timing and budget.
Workflow basics
Name one repeated lane, the owner, and the workflow category before anything else.
Systems and sources
Clarify the inbound source, the system of record, and whether approved docs or SOPs already exist.
Risk and readiness
We check risk areas, weekly review capacity, readiness to move, and budget posture before recommending a next step.
