We reply within one business day. If you hire Wisdom Systems AI for the full build, the full $1,500 fee is credited once toward that separately scoped build. The credit is not a cash refund. Payment details are provided when your Assessment is confirmed. Implementation and ongoing support are scoped and priced separately.
SAMPLE DELIVERABLE
What the written plan contains.
Illustrative outline of the plan you keep. Every plan is written for your one workflow, in plain language, with the records and people it names.
01
The workflow as it runs today
Who starts it, who finishes it, and where the time and repetition go.
02
The records and systems it touches
Which sources are usable, which are missing, and who owns each one.
03
Approval points and risks
Where a person must review or sign off, and what a wrong answer would cost.
04
The recommendation
Cubestead, a custom workflow, or a process change before any software. Includes the gaps to close first.
05
A clear next step
What to do next, and, if you choose to build, the scope we would agree on separately.
HOW TO START
Three steps to a confirmed assessment.
01
Email to book
Tell us about the workflow, with your name and a short description. We reply within one business day. An email collects no payment and starts no paid work.
02
Confirm scope in writing
We confirm fit and the one-workflow scope with you. Payment details are provided when your Assessment is confirmed. Timing is agreed in writing.
03
Assessment
The discovery conversation, the workflow review and your written plan.
Building, configuration, integrations and ongoing support are not included in the assessment. Implementation and support are scoped and priced separately. Timing is agreed in writing. Paid work is governed by the signed agreement.
