Roded's notes
Your task: “Every Monday I copy new client forms into our system by hand.”
- Your businesswho you serve, how a normal week goes
- How often, how longevery Monday, about 3 hours
- Tools you use todayemail, a spreadsheet, your case system
How the 30 minutes go
This chat is for listening. I won't pitch you or propose a solution on the spot: first I want to understand your business and what you need.
- 1
Say hi
Join from the link in your calendar invite. On a computer it opens in your browser; on a phone, in the Google Meet app. Camera on or off, your choice.
- 2
Tell me about your business
Who you serve, how a normal week goes, and where the time goes.
- 3
Walk me through the task
The one that's driving you crazy. If it helps, share your screen and show me how you do it today. I'll ask a lot of questions, in plain English.
After the chat
I take what I learned and work out a solution that fits, and what it would cost. If AI isn't a good fit, I'll tell you that too. Then we shape it together, one step at a time.
Nothing starts unless you decide it's worth it. There's no sales pitch, and I won't add you to a mailing list.
To get the most out of it
- Think of the task, roughly how often you do it, and how long it takes.
- If there's an example file or screenshot, have it handy. You don't need to send anything beforehand.
- Anyone else who does the task is welcome to join.
Need a different time? Reply to the calendar invite or email me at hello at myaiguy dot us.