Weeks 1-2: AI Opportunity Discovery
We identify where AI can save you time without exposing sensitive data.
What We Do
Day 1: Kickoff Workshop (2 hours)
We meet with your team to understand your business, current pain points, and AI comfort level.
- • What tasks feel most repetitive?
- • Where do you waste time on manual work?
- • What have you tried with AI already?
- • What data privacy concerns do you have?
Days 2-5: Task Inventory & Observation
We interview 5-7 team members and observe daily workflows to catalog repetitive tasks.
We're looking for patterns: What gets done daily? What follows a template? What involves copy-paste?
Days 6-8: Time-Waste Calculation
For each task, we estimate frequency and duration. This reveals highest-impact automation opportunities.
Example: "Team spends 8 hours/week writing similar client emails" = prime AI target.
Days 9-10: Data Safety Audit
We categorize tasks by data sensitivity. What's safe for AI? What requires anonymization? What should stay manual?
Safety first. We never recommend AI for high-risk data exposure.
Your Time Investment
End of Week 2 Deliverable
AI Opportunity Report (8-12 pages)
- • Task inventory matrix with time-waste calculation
- • Top 5-7 AI opportunities ranked by ROI
- • Data safety matrix (what's safe to automate)
- • Tool recommendations with cost estimates
- • Phased implementation roadmap
Presented in 60-minute meeting with Q&A.
What Happens Next
Weeks 3-4: We implement the top 3-5 AI tools with your team, create SOPs, and provide training.