ILLUSTRATIVE SAMPLE · NOT A CLIENT RESULT

A report built for decisions.

The real deliverable is specific to your discovery evidence. This fictional excerpt shows the structure and level of detail you receive.

BOTTLENECKED / ASSESSMENTEXAMPLE SERVICE BUSINESSFOUNDER REVIEWED
PRIMARY CONSTRAINT

Follow-up depends on owner memory.

New inquiries enter through three channels. The owner manually decides who should reply, recreates context, and remembers the next action. The constraint is the missing intake-and-ownership rule, not the speed of drafting an email.

QUICK WIN

One intake queue

Normalize source, owner, next action, and due date before adding AI.

BOUNDED AI LAYER

Draft with approval

Generate a reply from approved facts; a named person reviews every send.

MEASURE

Minutes per inquiry

Baseline two weeks, then compare handling time and missed follow-ups.