What does an AI consultant do? Here's a sample of the first deliverable.

This is an illustrative example, not a client result. The firm, the workflow, and the numbers were written to show the format.

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An illustrative example. Not an actual client result.

Workflow diagnostic

Professional services firm · 12 people · reviewed by Raquel Mercado

The workflow, as you described it

Every Monday, two account managers pull deal numbers from HubSpot and hours from the time tracker into a Google Sheet. Then they rewrite it as a client email. It takes about three hours and breaks when a deal stage is out of date.

What does it cost a year?

$20,280

3 hrs × 2 people × 52 weeks × $65 an hour

Three scored opportunities

Scores run 0 to 10 and weigh value, risk, and how ready the data is.

  1. 1. Automate the weekly report buildHigh value, low risk. The data is already structured in HubSpot and the time tracker.
    8.5
  2. 2. Flag stale deal stages before MondayMedium value, low effort. A Friday reminder to whoever owns the deal.
    6.0
  3. 3. Draft the client email from the sheetCustomer-facing, so a person reviews every draft before it goes out. Worth doing later, not first.
    4.5

Recommended first move

A workflow automation sprint on the report build alone. Leave the client email manual for now.

Price at launch: $3,500 to $8,000 · Timeline: 4 to 6 weeks

What would need to be true first

Deal stages in HubSpot are updated by end of day Friday.

What else does an AI consultant do after this?

What happens after the one-pager?

  • If the first move is a defined project, you get a fixed scope and price in writing from Raquel. You approve it before anything starts.
  • A contracted technical delivery partner builds to the spec Raquel writes and reviews.
  • Before launch, Raquel records the before number. Thirty days after launch, she measures again.
  • If the read says "not worth automating," that's the end of it. No follow-up pitch.

See all ten steps

Questions about the sample

Is this a real client result?

No. It's an illustrative example written to show the format. Your own read uses the workflow, hours, and rates you describe.

Why is the client email scored lowest?

A person reviews anything a customer reads. That extra step means it rarely makes sense as the first thing to automate.

How long does my own read take?

Within two business days of sending the diagnostic. Raquel reviews each one by hand.

Get this read for one of your own workflows.

Start the free workflow diagnostic

Free, about four minutes, and read by Raquel herself.

Download this sample as a PDF