02 / LEARN & APPLY
Done by you.
Your process. Your skills. Our guidance.
We work alongside you to understand the process, simplify it and put practical AI support to use. You do the implementation with coaching, feedback and clear next steps.
Talk about this serviceIndicative starting fee for one focused workflow. Scope, sessions, timeline, tool subscriptions and any applicable tax are confirmed before work begins.
WHO IT’S FOR
Support that fits
where you are.
Hands-on owners and teams who want to implement improvements themselves, with experienced support.
You will need someone in your team to take ownership and make time between sessions. Complex integrations are scoped separately.
WHAT’S INCLUDED
- 01A map of one agreed workflow and its friction points
- 02Practical SOPs, prompts and checklists built together
- 03Guided implementation sessions and feedback on your work
- 04A handover guide and an agreed follow-up review
AN EXAMPLE APPLICATION
Build your own enquiry-to-quote workflow, with clear handovers and an AI assistant to help prepare drafts for review.
A clearer way of working, plus the understanding and confidence to maintain and adapt it yourself.
- Map the workflow
- Build with guidance
- Review and improve
OUR APPROACH
The SMARTER
method.
You apply the changes with our guidance. The method gives each step a clear purpose.
Explore the seven steps
- S
See the work
Understand how the process works today.
- M
Measure the friction
Find repetition, delays and dependence on key people.
- A
Align the people
Agree responsibilities, outcomes and boundaries.
- R
Redesign the flow
Simplify the process before adding technology.
- T
Translate into practice
Make the new process clear and usable.
- E
Enable useful AI
Add focused support with appropriate permissions and review.
- R
Review and refine
Check the result and agree what happens next.
LET’S TALK / 30 MINUTES / FREE
A conversation.
A clearer next step.
Tell us about your business and we’ll explore whether done by you is the right starting point.