Standard Operating Procedure
Steps, inputs, responsible person, completion standard and exceptions for one simple process.
Steps, inputs, responsible person, completion standard and exceptions for one simple process.
Who does what, how often, backup, and a new-worker checklist.
How a job moves from inquiry to payment, where it stalls, and the changes to make first.
Decision table for up to 3 options: fit, cost, support, limits; shortlist and questions to ask.
AI setup for a small business
Customer/prospect register with source, activity, next contact date and outcome.
Short scorecard of inquiries, quotes, sales, job value and collections, with update instructions.
10 tested prompts and templates for your repeat work, with examples and a quality check.
Validated pilot for one supported task, with sample tests, instructions and stated limits.
Plain-language rules: permitted tasks, approved information, review steps, when a person decides.
Organized approved facts, FAQs, services and procedures for your chosen AI assistant.
Business services like these are often deductible as a business expense. Confirm with your tax preparer.
← All project groupsAdvisory services
These projects solve one piece. Our advisory services look at the whole business.