Stage 03 of 04
Build it with me, or hand it over
One job at a time, in your accounts. In a working session you build the workflow with me on your screen, or I build it for you. You choose for each job.
What can be built
Workflows
Repeat jobs set out as clear steps, with AI only where it adds value, like weekly reports and first drafts.
Agents
Agents that take on a whole job, from reading what came in to preparing what goes out for your yes.
Apps
Small custom apps built around how your business works, sized to your budget.
What you get
- Working workflows, tested on this week's real work
- Each one written up on your build list
- The know-how to change it, when you built it with me
- Everything in your accounts, nothing locked to me
How it starts
- 01
Show me the job
You walk me through how it's done today, step by step.
- 02
Cut and rebuild
I drop the steps that don't need to exist, then set the rest out as a workflow, with AI only where it's needed.
- 03
Test on real work
I run it on this week's work, check every handover to a person works, and fix what's off before it goes on your build list.
Learn it, or have it built
Both end with the same workflow in your accounts. Choose per job.
| Compare | Learn it with me | I build it for you |
|---|---|---|
| Where it happens | Live, on your screen | In your accounts, between calls |
| Suits | Everyday workflows you'll want to adjust | Bigger builds like agents and apps |
| You finish with | The workflow, and the skill to build the next | The finished build, documented |
| Changing it later | You can do it yourself | Ask me, or learn it in a session |
Stage 03
Questions about building
Can I switch between learning and handing over?
Yes. You choose for each job, and you can change your mind for the next one.
What if a workflow stops working?
Each one is on your build list, so you can see what it does. Fix it yourself, or I sort it at a check-in.
Can you build a chatbot for my website?
Yes, when it fits. I build it, connect it to your site and your records, and make sure your customers can reach a person whenever they ask.
How big can a build get?
From one workflow to a full agent stack, like the one I run my own business on.
Get started
Pick your first job
Choose the jobs to learn and the ones to hand over. The plan builder keeps both in one plan.