What it is
A monthly arrangement for firms that want to keep making progress without starting a new project each time. We begin by working out where your time goes. After that, on a call each month, we take one manual process and turn it into a working AI tool or automation. In between, you can ask me things.
It’s ongoing help for a firm that wants it. It isn’t a condition of anything I build.
What you get
- For new clients, a paid 60-minute initial consult and a ranked list of the processes worth tackling.
- One working call a month, 45 to 60 minutes, on a screen share.
- One manual process a month turned into a tool or automation that works.
- Email or message answers within one business day.
- A shared log of everything we’ve worked on, and a short recap after each call.
- Opinions on tools and vendors before you buy.
- About 4 to 5 hours of my time a month: preparing, the call, finishing the tool, and answering your questions.
How it starts
New clients start with a paid 60-minute initial consult ($250). It covers the setup. We go through how your firm works: which tasks eat the most hours, which are repetitive, and which are risky to hand to AI. It ends in a short written list of processes, in the order I’d tackle them. That list is the roadmap.
If you’ve worked with me before, we skip the consult and go straight to the first call. If you’d rather have a fuller written report first, that’s the AI Readiness Audit.
Each month: look, cut, automate
On the monthly call we take one process and go through it in three steps. The order matters: most processes get shorter before they get faster.
- Look. We watch how it’s done today, step by step, including the workarounds nobody wrote down.
- Cut. We drop the steps that shouldn’t exist: the re-typing, the second check of a check, the report nobody reads.
- Automate. Whatever is left becomes a working tool or automation, built from tools you already have or can buy.
If a process needs more than one call, you can add calls. The add-ons are in the price box.
Between calls
Email or message me a question whenever you have one. I answer within one business day.
The shared log
The log has one entry per process: what it was, what changed, and an estimate of the time saved each month, with a note on how I worked the estimate out. You get a short recap after every call. After a few months the log shows whether this is worth paying for. If it isn’t, you can stop once the three months are up.
Nothing I build needs it
Everything I build is handed over working and documented, and it keeps working without a monthly plan. If you sign up, it’s to get more done, not to stop something breaking.
Terms
- Fixed monthly price. Three months at a minimum, then month to month.
- An unused call doesn’t roll over.
- If a process is too big for one call, we split it up, or I quote it as an AI Build before going further.
- Extra calls and hours are add-ons, at the prices in the price box. I tell you before anything extra is billed.
- It isn’t an on-call service. For something urgent, book an AI Working Session or email me.