Our Discovery Process
How we'll understand your unique needs and build the perfect AI solution together
Our discovery process is designed to understand your business deeply while keeping things conversational and productive. In just 90 minutes, we'll uncover everything needed to build an AI solution that actually works for your team.
What makes our process different: We focus on your actual workflows, not theoretical possibilities. Every question has a purpose - to ensure we build exactly what you need.
The Discovery Session Agenda
Here's exactly how we'll spend our time together and what we'll discuss:
Understanding Your Business
We start by understanding the big picture - who you are, what you do, and what makes your business unique.
Why This Matters
Understanding your business model helps us design AI that enhances your strengths rather than replacing them. We're not trying to turn you into a tech company - we're amplifying what already makes you successful.
Identifying Pain Points
This is where we dig into the specific tasks that waste your time and frustrate your team.
Deep Dive into Your Workflow
Now we get specific about the exact workflow we'll automate with AI.
What We're Looking For
We need to understand not just the steps, but the decision-making logic behind them. This ensures our AI makes the same quality decisions your experienced agents would make.
Technical Environment
Understanding your current technology helps us build something that fits seamlessly into your workflow.
Defining Success Together
We end by aligning on what success looks like and how we'll measure it.
Within 48 hours of our session, you'll receive:
- Process Map: Visual diagram of your current workflow with identified automation opportunities
- ROI Analysis: Detailed breakdown of costs, savings, and payback period
- Solution Design: High-level architecture of your custom AI system
- Implementation Plan: 30-day roadmap with clear milestones
- Investment Proposal: Clear pricing with payment milestones
How to Prepare for Your Discovery Session
- Track your time: For one day, note how long repetitive tasks actually take
- Gather examples: Have 2-3 recent cases that show your typical workflow
- Include your team: Invite 1-2 people who actually do the work daily
- List your tools: Know what software you're currently using
- Think outcomes: Be clear about what success looks like for you
Remember: This is a Conversation, Not a Test
There are no wrong answers. The more honest and specific you are about your challenges, the better solution we can build together. We've helped dozens of companies like yours, and we know that every business has unique needs. Our job is to understand yours completely.