JamesPratt.com/AI Automation Setup

  • $799

AI Automation Setup

Get one workflow built and handed over

Manual work adds drag when follow-ups, handoffs, reminders, files, intake steps, or customer messages rely on memory.

This service builds one clear workflow, tests it, and hands it over with notes so you can run it confidently.

✅ Build one agreed workflow

✅ Connect simple tools and steps

✅ Test before handover

✅ Get 7 days post-launch support

Cut repeated manual work

Get one workflow running

Frequently Asked Questions

What do I get?

  • You get one agreed automation workflow built, tested, and handed over.

  • This includes a pre-setup intake questionnaire, a 30-minute kickoff session, done-for-you implementation, testing, handover notes or SOPs, and 7 days of post-launch support.

What counts as one workflow?

  • One workflow is a single end-to-end automation outcome within a defined scope.

  • For example: lead capture → follow-up → logging, or enquiry → intake → booking → reminders.

  • If you need several connected workflows, the AI Growth System may be a better fit.

Who is this for?

  • This is for founders, small teams, values-led businesses, and organisations that already know which workflow needs attention.

  • It works best when there is a clear workflow, clear owner, and access to the tools needed to build safely.

When is the AI Systems Consult a better fit?

  • The AI Systems Consult is usually better if you are still deciding which workflow to automate, whether automation is safe, which tool to use, or what should stay human-led.

  • This setup is best when the workflow is already clear enough to build.

What kinds of workflows can you build?

  • Common examples include lead capture and follow-up, client onboarding, customer support triage, internal admin automation, reminders, file organisation, simple handoffs, or basic chatbot routing where appropriate.

  • Scope is confirmed during intake.

Will you need access to my accounts?

  • Yes. We may need temporary access to the tools involved in the workflow.

  • Where possible, use least-privilege access, temporary permissions, guest access, or a dedicated implementation account.

  • Please do not send passwords through email, chat, forms, or shared documents.

Can we include sensitive client, staff, cultural, or governance information?

  • Not through the standard intake form or cloud process.

  • Please use general descriptions only. Do not share sensitive client information, private staff information, confidential documents, culturally protected material, Māori or Pacific IP, detailed governance material, passwords, or private records.

  • If sensitive material is central to the workflow, we will pause and agree a safer process before continuing.

How long does it take?

  • Typical delivery is 10 to 14 working days after intake completion and access confirmation.

  • Delivery depends on the workflow being clearly scoped, access being provided, the agreed tools being available, and timely feedback during testing and handover.

What support is included?

  • You receive 7 days of post-launch support for fixes and small adjustments to the workflow we implemented.

  • New workflows, major changes, additional channels, or new systems are quoted separately.

Is this a full systems rebuild?

  • No. This is not a full systems rebuild, CRM migration, large data clean-up, custom software project, full chatbot build, or multi-workflow rollout.

  • It is a focused implementation service for one agreed workflow.

Do you offer refunds?

  • Refunds are not available once the service has been delivered.

  • If you need to reschedule your kickoff session, please provide at least 24 hours’ notice where possible.

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