A 30 minute conversation about one workflow.
This is a working fit call. We will ask what happens now, who owns the outcome, what the friction costs, and what you have already tried. If a process change or a tool you own is enough, we will say so.
The call should end with one of four answers: fix the process first, run an AI Success Audit, scope an AI Automation System, or discuss Fractional CAO leadership.
A useful call needs
- One business process or group of related workflows.
- The person accountable for the result.
- A rough sense of volume, delay, cost, or capacity pressure.
- Any deadline or constraint that changes the decision.