Your team agrees on
- Workflow boundary and trigger
- Roles and ownership
- Inputs and outputs
- Normal and exception paths
Optimize
Make the work simpler before you add software.
Remove extra steps, settle who owns what, and give your team a practical plan for how the work should run.
Why Optimize First
Fix extra steps and unclear ownership before you make them faster.
A build can move bad work faster. Optimize defines where the process begins and ends, what each person owns, what information is required, which exceptions need judgment, and how the team will judge success.
The project ends with an agreed plan. Your team can use it, give it to an existing vendor, or ask AI Workflow Studio to scope an Automation Build.
What It May Include
Select only the work needed to make the process clear.
The exact mix depends on what the Audit finds. A proposal names the sessions, work products, decisions, and review points before you commit.
- Map of how the work happens today
- Where time and ownership get lost
- Simpler plan for how the work should run
- Clear roles and ownership
- Required information and results
- Approval points
- What happens when something goes wrong
- Step-by-step operating guide
- Starting measures
- Requirements for a future build
- Team handoff workshop
Completion Standard
Done means your team has an agreed plan, not a page of loose ideas.
The plan defines
- Decision and approval rules
- Data and access needs
- Baseline and target measures
- Internal, vendor, build, or stop recommendation
Common Boundaries
Shape one useful project, not a catch-all transformation.
Typically included
- One process from a clear starting point through a clear finish
- Agreed stakeholder sessions and current artifacts
- Rules, exceptions, ownership, controls, and measures
- Review and revision terms named in the proposal
Typically excluded
- Production software or automation implementation
- Unrelated departments or added workflows
- Vendor procurement, data migration, or compliance certification
- Ongoing support after acceptance unless agreed separately
Audit Credit
Keep the full $999 Audit credit if Optimize makes sense.
Sign a related Optimize agreement within 14 calendar days of the Audit review call and the proposal shows the full Audit fee as a separate $999 credit.
Milestone Delivery Assurance
Written deliverables and a remedy tied to undelivered work.
Each project phase includes written deliverables, acceptance criteria, and one revision cycle. If AI Workflow Studio materially fails to deliver an agreed milestone and cannot correct the issue within ten business days after written notice, the client may cancel the undelivered portion of the engagement and receive a refund for amounts paid toward that undelivered work.
This is not a 100% satisfaction guarantee. Projected time, cost, quality, or revenue gains depend on implementation, adoption, data quality, client decisions, and ongoing ownership.
Optimize Questions
Do we need an Audit first?
Usually. The Audit helps both sides choose the right problem, set clear boundaries, and avoid redesigning the wrong process. If you already have a map of the current work, starting measures, an owner, and an agreed plan, use the contact page to ask whether Optimize can begin there.
How much does Optimize cost?
Optimize starts at $3,500. It is tailored to the work rather than sold as the same package to every team. The final fee depends on the people, boundaries, exceptions, decisions, and information involved.
How are scope, timing, and price set?
After the problem is understood, AI Workflow Studio writes a proposal that names the work, deliverables, timing, price, review points, and what is not included. You can review that proposal before deciding whether to continue.
Does Optimize include production automation?
No. It produces an agreed plan and the requirements for a future build. Production software, integrations, and automation belong in a separate Automate engagement.
Is there a money-back guarantee?
The 30-day, 100% money-back guarantee applies only to the $999 Audit. Optimize uses written milestones, acceptance criteria, one in-scope revision cycle, correction rights, and a refund remedy for paid work that remains undelivered under the milestone terms.
Optimize
Make the Work Clear Before You Build.
Start with the $999 Audit. If the process itself needs to change, Daniel will propose a tailored next step for you to review.