Initial engagement
Setup & assessment
Understand the business, identify opportunities and agree on the first implementation priorities.
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Understand the business
Review the company, its goals, operations, systems and current workflows.
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Identify opportunities
Determine where AI can usefully support or improve the way work gets done.
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Assess feasibility and priorities
Consider value, effort, dependencies, risks and what should happen first.
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Define the scope
Agree on the initial work, responsibilities and implementation approach.
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Set the implementation plan
Establish the first priorities and the practical steps needed to put them into operation.
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Agree and begin
Confirm the scope and flat fee before work proceeds.
The setup is based on your business and the opportunities identified together.