Onsite AI The scope, before you pay for it
What you get, counted.
Most people in this business sell you “an AI transformation” and then you both find out at the end that you meant different things. So here is the list, with numbers on it. If it isn’t on this page, it isn’t in the day, and I’ll tell you that before you pay rather than after.
You get this same list in an email before the day, with your workflows named in your own words from our call. That email is the agreement. If something on it looks wrong, you say so then, not on the day.
Before I show up
- One 30-minute call, on the phone, three to seven days out. I ask about your week, not about AI.
- A written scope email within 24 hours of that call, naming the exact things I’ll build, in the words you used.
- I build every one of them on fake data in my own account first. I’m not solving a problem for the first time while you watch.
What I need from you first
This is the part that decides whether the day is any good. If I turn up and we spend the morning hunting for your pricing sheet, that’s a morning you paid for.
- Your pricing sheet or rate card, and your service list
- Two or three past quotes or proposals you’re proud of
- Five real customer emails, so it learns how you actually talk
- The ten questions you answer over and over
- Whoever runs your Google account either in the room or reachable by phone
If you can’t get that together in time, I’d rather move the date than show up and wing it.
On the day
Your account, set up properly
- Account created in your name, on your card. You type it. I never hold your login.
- Plan chosen out loud with the actual reasons, including when the free one is enough
- The privacy and training setting opened on your screen, explained both ways, and you decide
- Email, calendar and files connected, each tested with one real question about your business
- The disconnect path shown to you before anything gets connected
Your business, loaded in
This is the step everyone else skips, and skipping it is why AI sounds like a robot and gets abandoned in week three.
- One workspace holding your pricing, services, terms, past quotes, and how you talk to customers
- Written rules for what it should never say. Guarantees you don’t make, discounts you don’t give
- You add something to it yourself before I leave, so you can keep feeding it
Five workflows
Five. Not “five or more,” because a number with a plus on it is how arguments start. Named in advance on the scope email, built on your real jobs with you at the keyboard.
- Each one saved where you can find it again
- Each one run end to end on real data while you watch
- At least two of them owned by your staff, not just you
Common ones: a quote drafted from a ninety-second voice memo, follow-ups on quotes that went quiet, a morning brief of what came in overnight, messy job notes turned into something a customer can read, and the five answers your office manager types every day.
Your team, trained
- 90 minutes, at their own desks, on their own logins. Not a slideshow.
- Every person builds and saves one thing for their own job. Not a group exercise.
- I tell you privately who picked it up fastest. That person is why it’s still running in six months.
What you walk away holding
- A printed cheat sheet for every person, with your actual workflows on it, how to reconnect, and how to disconnect entirely
- A recorded walkthrough in your own voice, not mine, so you can hand it to your next hire. Sent within 48 hours.
- A one-page handoff doc: what got built, where it lives, what setting you chose, and anything still outstanding with a date on it
- All of it in your account, not mine. If you never speak to me again, you keep every bit of it.
The document system
Quoted separately, and worth being precise about because the name misleads people.
What it is: your existing logo, fonts, colours and tone rules organised so your whole team produces documents that look like they came from the same company. Plus three templates built on your real jobs. Usually a quote, a change order, and a job completion summary.
What it is not: designing you a logo, choosing or licensing fonts for you, or typesetting to a designer’s standard. I organise the brand you already own. If you want a new one built, that’s a designer’s job and a different quote, and it has to happen before the day, not during it.
What’s not included
Saying this plainly because surprises on an invoice are how people stop trusting you.
- Your software subscription. You buy your own, in your name, and you own it. I never hold your login and I make nothing on it. More on why in the data page.
- Custom software development. I set up and configure tools that exist. I’m not building you an app.
- Connecting your CRM, field software, or accounting. Different job, needs a different person.
- Logo design, font licensing, or print production. See above.
- Running it for you afterwards. I build it and teach your people. I’m not the one operating it on Monday.
- Fixing your IT. If your Google Workspace is a mess or your files are scattered across three systems, I’ll tell you, but sorting that out is a different job.
After the day
Questions by text are genuinely fine. If you can’t remember how to do something, or something stopped working, text me and I’ll sort it out.
If it turns into building something new, that’s another day, and I’ll say so up front rather than quietly doing it and feeling weird about it later. I’d rather be clear now than resentful in a month.
Terms
Split in three, so you’re never paying ahead for something you haven’t seen yet.
- A third to hold the date. Refundable up to 7 days out. After that it holds your spot, because I’ve turned down the day.
- A third the morning of, before we start work.
- A third when your handoff pack and recording land, within 48 hours of the day. If I don’t send them, I don’t get paid the last third.
- Cards accepted, and you get a real invoice, not a text asking for money
- Travel within 60 miles of League City is included. Further out we agree it in writing first.
Fifteen minutes and I’ll tell you if it fits
If I don’t think this is worth your money, I’ll say so on the call. That’s a cheaper conversation for both of us than finding out later.