01
Step
Workflow Discovery
I begin with structured interviews with founders, operations, and front-desk staff. Together we document what actually happens today — including workarounds, shadow processes, and points of friction.
My Method
Seven structured steps from discovery to controlled pilot.
Each step produces a specific artifact — a map, a document, a configuration, or a test result — that the next step depends on. Nothing is skipped for speed.
02
Step
Client Journey Mapping
I map every touchpoint from first inquiry to repeat visit. Ownership, timing, and communication channel are made explicit for each step.
03
Step
CRM Logic Optimization
I review statuses, pipelines, custom fields, handoffs, and automation triggers against the mapped journey, and recommend a simpler, more reliable model.
04
Step
Knowledge Base Structuring
I organize approved answers, source documents, escalation rules, and out-of-scope topics into a retrievable, versioned knowledge base.
05
Step
RAG / Chatbot Readiness
I define retrieval configuration, prompts, response scope, guardrails, and fallback paths so any AI-supported channel behaves predictably.
06
Step
QA & Behavioral Calibration
I test automated responses against the Behavioral Calibration Framework — RSI (stability), IDS (interpretive drift), and RCS (response coherence and structure) — relative to defined policy and tone.
07
Step
Controlled Pilot Support
I launch a bounded pilot with clear success criteria, monitoring, and human escalation. Expansion happens only after validated performance.
Ready to see where your client journey loses continuity?
Request a Workflow Audit. I map your current CRM, intake, scheduling, and follow-up paths, and identify where structured workflows and responsible AI can strengthen continuity.