AI and Automation Planning Session

Find one useful process to improve before you spend money building automation.

Included for $249

• One 90-minute remote working session for one business process, with up to three participants.
• Map the trigger, current steps, data, tools, decisions, exceptions, and desired result.
• Review likely integration options and identify questions that require further technical investigation.
• A written process outline, a suggested first version, approval points, and known recurring-cost categories.
• A proposed implementation scope or explanation of why the task is better handled another way.

Bring the work as it is today

Examples include lead intake, follow-up tasks, routine reporting, document intake, and support triage. Explain the steps someone performs now; anonymized examples are enough for initial planning.

Planning is the deliverable

No workflow, application, API integration, or production deployment is included. This session does not guarantee that a provider will support a required connection. Build work and any deeper technical investigation are separately quoted. The planning fee is not automatically credited against a later build.

Before you order

Contact Mike with your goal, equipment or apps, and preferred appointment times. We confirm compatibility, the included work, and scheduling before you buy. Please do not send passwords, recovery codes, or private records through the contact form.

How delivery works

This is a remote professional service. No physical item is shipped and checkout does not reserve an immediate appointment. You keep ownership of your accounts and enter your own credentials. Hardware, subscriptions, third-party fees, and work beyond the selected scope are separate; any extra work needs your approval.