Six situations
Reported volumes describe the client’s situation. They are not measured savings or promised results.
The situation
“I’m spending half my day copy-pasting the welcome package.”
The work
Welcome drafts in her Outlook since August 24.
Two weeks in: “picking up the inquiries, a couple of hiccups.”
Her members drop by on the way to the car. Email is only half her job.
The situation
“I thought of fifty things I’d like to build.”
The work
Five inboxes, one map, a CRM with win rates by the readout.
They were scared to let AI look at their project drive in case it deleted something.
The situation
“I can tell when an email wasn’t written by somebody. I don’t want to lose that.”
The work
Free read of two inboxes, renewals and lapses queued for a human to send.
He said he’d never used AI. He had strong opinions. He’d used it.
The situation
15,000 fax pages a month, 1,500 orders, five people typing, half the orders never complete.
A vendor quoted $175,000 to start.
It is a fax, a patient lookup, and a phone call.
The situation
Wants to know which jobs make money.
The work
Two-week audit, then job costing off the inbox.
The numbers were already in the emails.
The situation
Three apps on the corporate phone. Copilot picks the model. Nothing leaves the building.
The work
What we did: nothing. Some companies cannot buy this yet, and we say so on the first call.
A repeatable approach
What work keeps repeating, and who is responsible for getting it done? We start there, then decide what is worth building.
