Stage 01 of 04
Find the work worth handing to AI
Before anything is set up, I learn how your week runs and I pick the jobs to start with. You finish this stage with a plan you can act on, with me or on your own.
What I look at
Your week
Where the hours go, and which jobs you would most like back.
Repeat work
Anything done the same way each time, including the small steps people forget to mention.
Your programs
What you already pay for, and what each one can connect to.
Who's involved
Who does each job now, who would use the workflow, and where your customers need to reach a person.
What you get
- A ranked list of jobs to hand to AI, most time back first
- The right AI model for each agent, weighed against your budget
- Learn it or have it built, decided job by job
- The plan in writing, saved to your Google Drive
How it starts
- 01
Build your plan
Pick what you want help with in the plan builder. It works as your intake, so I read it before the first call.
- 02
First call
I go through your answers on a video call and fill in what the form couldn't.
- 03
Your map
I send the ranked plan in writing, with what each job needs and the order I suggest.
Which jobs to start with
The map puts these first. The rest wait until the first workflows are paying off.
| Compare | A good first job | Better later |
|---|---|---|
| How often | Every week, or more | A few times a year |
| How it's done | The same steps each time | Different every time |
| If something's off | Easy to check before it goes out | Hard to undo |
| Where the information lives | In programs you already use | Mostly in someone's head |
Stage 01
Questions about mapping
What if I don't know what AI can do?
You don't need to. Tell me what slows you down, and I'll work out what your AI Agent Team can take on. I've tested what holds up in real work and what doesn't, so you get a plain answer on what it can and can't do. If you want to understand it yourself, add guided sessions and I'll teach you as we go.
Do I need an AI account first?
No. The plan says which one suits your work, and I set it up in stage two.
Will my customers still deal with me?
Yes. The map marks every point where a customer needs a person, and those stay with you or your team. I also note the tone your customers expect, so anything drafted sounds like you.
Can I take the plan and do it myself?
Yes. It's yours. You can build the first workflows on your own and come back for the bigger ones.
Get started
Start your map
The plan builder is your intake. Tell me what you want help with and I'll come back with times for a first call.