- Service businesses with repetitive administrative work
- Teams working across inboxes, forms, calls, and software
- Owners who want a focused pilot before a major investment
- Leaders who want automation with visible human controls
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Founding release · In development
Turn one messy process into an implementation-ready AI workflow.
The AI Workflow Implementation Kit guides you from opportunity selection through workflow mapping, agent design, safeguards, testing, and an actionable build brief.
No payment is being collected yet. Launch-list members will receive the release date, complete preview, and final founding pricing before deciding whether to purchase.
Who it is for
Operators who know where the work hurts.
- Prompt collecting without an implementation objective
- Fully autonomous systems with no meaningful oversight
- Replacing professional, legal, or safety-critical judgment
- One-click transformation of an entire company
Inside the kit
Every section moves the implementation forward.
The goal is not to teach AI vocabulary. It is to help you make the decisions a useful, testable workflow requires.
Opportunity Scorecard
Compare candidate workflows by volume, repetition, business value, data readiness, risk, and the judgment still required.
Workflow Mapping Workbook
Document the current process, people, tools, decisions, handoffs, exceptions, and failure points before automating anything.
AI Agent Role Canvas
Define the agent’s goal, approved tools, accessible data, allowed actions, prohibited actions, memory, and escalation rules.
Implementation Brief
Turn the selected opportunity into requirements that an internal team, consultant, or coding agent can evaluate and build.
Testing & Evaluation Plan
Create realistic test cases, acceptance criteria, failure checks, audit requirements, and a measured pilot plan.
ROI & Time-Savings Model
Estimate the cost of the existing process, implementation effort, expected savings, and the volume needed to justify the work.
Reusable starting points
Three blueprints based on work common to service businesses.
Each blueprint shows the events, context, approved actions, records, escalation points, and human decisions involved.
Lead Intake & Follow-Up
Capture inquiries, gather context, answer routine questions, qualify opportunities, schedule next steps, and escalate exceptions.
Customer Communication
Triage inboxes and messages, prepare useful responses, maintain continuity, record activity, and route decisions to the right person.
Documents & Administration
Collect missing information, check prerequisites, prepare routine materials, coordinate review, and preserve approval boundaries.
Built from operating work
Practical lessons, not hypothetical automation.
The kit is being developed from experience designing AI-supported workflows for active real estate operations—including lead intake, leasing follow-up, transaction paperwork, maintenance coordination, vendor communication, and administrative handoffs.
The examples are sanitized and generalized so the lessons can be applied without exposing private customer or operating data.
Read the EDP case studyPlanned founding release
Choose the level of support you need.
These packages are the current release plan. Final contents and pricing will be confirmed before any payment is accepted.
Core Kit
$149Planned founding price- Implementation guide
- Guided workbook
- Checklists and scorecards
- Three workflow blueprints
Pro Kit
$299Planned founding price- Everything in Core
- Editable working templates
- Video walkthroughs
- Expanded example library
Guided Review
$950Limited availability- Everything in Pro
- Private workflow review
- Annotated opportunity map
- Recommended implementation path
Prefer help with the implementation?
The kit can also be the beginning of a focused project.
If your workflow is valuable but too complex for a do-it-yourself implementation, tell me what is getting stuck. I will review the opportunity personally and recommend a practical next step.