Which part of the work keeps coming back?
Start with a recurring problem your team recognizes. Explore what gets stuck, what a useful change might prepare, and which decisions still need a person.
The Dirty Dozen.
Twelve recognition patterns, not twelve packages. Follow the one that sounds familiar.
Lead-Response Lag
Good inquiries wait while someone works out who should respond.
Explore this workflow ↗Follow-Up Leakage
The next call or email depends on someone remembering to do it.
Explore this workflow ↗Scattered Account Context
Customer history lives in several tools and someone else’s memory.
Explore this workflow ↗Proposal Drag
A ready buyer waits while notes, documents, and approvals come together.
Explore this workflow ↗Spreadsheet Relay
Work moves only when someone copies the same details into another tool.
Explore this workflow ↗Exception Chasing
An unusual request sends people searching for an answer.
Explore this workflow ↗Handoff Black Holes
Work gets passed along without a clear owner or the details they need.
Explore this workflow ↗Scheduling Scramble
One change means a round of calls, messages, and reshuffling.
Explore this workflow ↗Intake Restart
Customers repeat their details while staff enter them all over again.
Explore this workflow ↗Status-Update Tax
People stop doing the work to explain where the work stands.
Explore this workflow ↗Reporting Assembly
Someone collects and reconciles information before anyone can use it.
Explore this workflow ↗Approval Pileup
Routine work sits in a leader’s inbox waiting for a decision.
Explore this workflow ↗
The problem sets the route.
A clearer process or an existing feature may be enough. If a gap remains, decide whether a connection or a focused AI system is useful before building.
Keep the next decision visible.
Bring a recent example, the tools it passes through, and the person who needs to act next. Agree what should be prepared and what needs review. Missing details should return to a person instead of becoming a guess.
See how we choose and test a change ↗
Start with one workflow.
No need to choose an AI tool or design a solution first. Bring the work you want to improve.
We’ll agree on scope and pricing before any project begins.
Talk to a nerd.
Bring one recurring task, request, or handoff. We’ll look at where it gets stuck and whether there’s a useful next step.
Open the booking calendarChoose a time in Google Calendar. Live availability and your time zone appear there.