Pick one everyday problem. I recommend the right tool, configure it properly and make sure your team is comfortable using it. Each step after that pays off on its own.
1
Assess
How work gets done today.
2
Foundation
The right tools, configured cleanly.
3
Quick win
One fix, configured and handed over.
4
Add AI
AI drafts. People decide.
A Monday, before and after
Before
Three quote requests waiting in the inbox
Chasing last week’s unpaid invoices
Writing follow-ups at the kitchen table
After
AI-drafted quotes, ready for your review
Reminders go out on their own. You see who’s paid
Follow-ups drafted. You approve them in minutes
Illustrative example. Every business is different.