The ProcesoAI Method: Diagnose, Roadmap, Implement, Evolve
Skip to content

The Method

Diagnose. Roadmap. Implement. Evolve.

Four phases, in that order, every time. The first two are a fixed scope you can approve in one conversation. The last two are where the value compounds.

01

Diagnose

We map how the business actually works: processes, data, tools, and where the founder is the bottleneck. Remote audit, questionnaires, 2-3 interviews with the leadership team. Output: a clear picture of where AI creates measurable value and where it doesn't.

02

Roadmap

Every opportunity gets a business case, an effort estimate and a value marker (hours back, revenue recaptured, errors removed). We sequence by value and complexity, not by what's trendy. Output: a plan you can approve in one conversation and that maps the partnership if you want one.

03

Implement

We build, integrate and embed with your team. On top of your existing stack wherever we can (Xero, your CRM, Microsoft 365, your inbox). Bespoke when the right tool doesn't exist. Small releases, real data, weekly check-ins with you.

04

Evolve

We measure each initiative against the baseline from the Diagnose phase, transfer the capability to your team, and find the next opportunity. Open ended by design. This is what makes ProcesoAI a partner, not a project.

How to work with us

Start small. Nobody buys a transformation from a website.

Free

AI Opportunity Scan

A 4-6 page teardown of your business from the outside: 3-5 concrete AI opportunities with effort and impact, one quick win you can do this week, and how you compare. Fact checked, specific, no call needed.

Get your Scan

1-2 weeks, fixed fee

Roadmap Sprint

Diagnose and Roadmap as a product. Process and data audit, 2-3 leadership interviews, a prioritised roadmap with business cases and value markers, and a working session to walk through it.

Ask about the Sprint

Ongoing

Transformation Partnership

We implement the roadmap with your team and stay on to measure, transfer and find the next thing. Retainer, fixed project fees or value tied components, whatever fits the engagement.

Book a call

How we charge

Three principles: no hourly billing, a baseline before we build, and pricing that fits the engagement rather than a rate card.

  • The AI Opportunity Scan is free. It costs us a few hours and it's how you find out whether we know what we're talking about.
  • The Roadmap Sprint is a fixed fee, sized to your company and agreed before we start. 1-2 weeks.
  • The Partnership is priced per engagement: a monthly retainer, fixed fees per initiative, value tied components, or a mix. We propose it from the Sprint output, so you know what you're buying.
  • Every initiative starts with a documented baseline. If the number didn't move, we both know.

Your involvement

  • Diagnose: 2-3 hours of interviews with you and your leads, plus access to the tools.
  • Roadmap: one working session to go through it and decide.
  • Implement: a weekly check-in and quick decisions when we hit a fork. Your team does the testing.
  • Evolve: a monthly review of the value markers and what's next.

FAQ

How much of my time does this take?

Diagnose and Roadmap: about 4-6 hours over 1-2 weeks. Implementation: 30-60 minutes a week. If it needs more than that, we've designed it wrong.

Do we need to buy new software first?

No. Tooling follows the roadmap. Usually the first workstream is making the tools you already pay for work properly.

Do you only advise, or do you build?

We build. The roadmap is the start, not the deliverable.

What happens after the first initiative is live?

We measure it, hand it over, and pick the next one. The relationship continues as long as there is a next one worth doing.

Can we stop after the Sprint?

Yes. The roadmap is yours. Some companies implement it themselves; some come back six months later. Both are fine.

See the roadmap before you buy the story.

Start with the free Scan, or book a call if you'd rather talk first.

Get my Scan