Question 1

Do I need to know what I want to automate?

Accepted Answer

No. You can start with the business problem, website issue or repeated task. The audit is designed to review recurring work and identify at least one workflow that can be improved using AI.

Question 2

Can you help with a website without making it an AI project?

Accepted Answer

Yes. A useful website project may focus on clearer pages, better inquiry questions, easier navigation and stronger handoff notes. AI is only considered when it fits the actual work.

Question 3

What kinds of problems or deliverables fit?

Accepted Answer

Useful projects often involve repetitive administration, disconnected information, customer follow-up, clearer website inquiries, document preparation or internal status tracking. Depending on scope, the deliverable might be a focused website, inquiry form, intake template, automation, review queue, status page, documentation or training handoff.

Question 4

What kinds of businesses do you help?

Accepted Answer

I help businesses with work that should be easier to manage. Construction, insurance, mortgage and title experience can provide useful examples, but those are examples rather than limits.

Question 5

Can you work with tools we already use?

Accepted Answer

Often, yes. Current tools are reviewed before recommending a new build, automation or process change. Any required access, permissions or subscriptions are identified before implementation begins.

Question 6

What information is helpful for scoping the work?

Accepted Answer

Helpful examples include the repeated task, source documents or fields, current tools, who reviews the work, what output is needed, common exceptions and what would make the workflow acceptable.

Question 7

What does the $250 audit include?

Accepted Answer

The audit includes one 60-minute session with Derrek, discussion of recurring tasks, current tools, handoffs and bottlenecks, and identification of at least one workflow that can be improved using AI. Within three business days of the audit, you receive a written recommendation and a fixed-price proposal for implementing the recommended improvement.

Question 8

Does the audit include building the solution?

Accepted Answer

No. Implementation is separate. The proposal states the fixed price, assumptions, scope, exclusions, dependencies and acceptance criteria for implementing the recommended improvement. Third-party subscriptions are priced separately.

Question 9

How is scope and price established before implementation?

Accepted Answer

The proposal defines the workflow, what will be built, what is excluded, what information or access is required, who reviews it and what tests will show that the work is acceptable. Implementation price is based on that agreed scope.

Question 10

How will I review and learn to use what is built?

Accepted Answer

Client review is part of the process. You review assumptions, sample outputs, wording, exceptions and acceptance criteria before handoff. Handoff can include a walkthrough, usage notes, review expectations and fallback steps. Ongoing software costs and optional support can be discussed when the support need is clear.

Question 11

Can we meet by video or in person?

Accepted Answer

Meet by video call or arrange an on-site session if you’re local.

Question 12

Does every project need AI?

Accepted Answer

No. The $250 audit identifies at least one workflow that can be improved using AI. For other projects, the right solution may be straightforward automation, existing software, a better website or a simpler process. The approach depends on what your business needs.

Question 13

Should I send customer records through the contact form?

Accepted Answer

No. The form is for initial inquiries and stores what you submit so Derrek can review it. Please avoid confidential customer records until there is an agreed way to review information safely.

Frequently asked questions.

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