A 30-minute call about one process
No slides, no demo. We ask how the process runs today, where the time goes and which systems it touches — and you leave with a clear yes or no and a rough approach.
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AILoopwise
Strategy Meeting
15 min
Duration
Web conferencing
Details provided upon confirmation
Description:
Schedule a strategic consultation for your custom automation and AI implementation requirements.
Prefer a fixed scope first?
AI Systems Audit
We look at your processes and your data, tell you which one to three workflows are worth automating, and hand you a written build plan with an effort estimate.
- A review of your processes and data — not a generic checklist.
- The one to three workflows worth automating, in priority order.
- A written build plan with an effort estimate.
- A call where we walk you through the results.
What happens in the call
Your process
You walk us through how the work runs today and where the time goes
Our questions
We ask which tools and data it touches — CRM, ERP, accounting, inbox — and who checks the result
A rough approach
If a system is worth building, we sketch how we would build and run it
A clear yes or no
We tell you whether it is worth building — or point you somewhere else
Frequently asked questions about the call
- Do I need to prepare anything?
- No preparation is required. Knowing which document types you handle — PDF, DOCX, scans — and where the bottleneck sits makes the call more concrete, but the first step of the call is exactly that conversation.
- Who should join from our side?
- The person who owns the workflow — a partner, practice manager or team lead. A developer is welcome but not needed: you need no special technical infrastructure, and we handle deployment and operation — where each part runs is agreed with you per project, with the model chosen per client.
- Is this a sales pitch?
- It is 30 minutes, no slides: we ask how your process runs today, where the time goes and which systems it touches, and end with a clear fit assessment — including “not a fit, try this instead” when that is the answer.
- Can we see the system on our own documents?
- Not in the intro call — that is a conversation about your process. Your own documents come in at the Pilot Sprint — 2–6 weeks, one workflow, on your real files — so you judge output quality before committing to a build.
- How is confidentiality handled?
- The intro call needs no confidential material at all — we talk about the process, not your files. In a deployment, we agree with you, per project, where each part of the system runs and who can access the data — typically inside your own systems and accounts; the model call goes to the provider chosen per client. For law and tax firms, we sign both a data processing agreement (AVV, Art. 28 GDPR) and a confidentiality obligation under § 203 StGB.
- What happens after the call?
- You get a concrete recommendation: a readiness assessment, a pilot sprint, or a clear “not a fit.” If we proceed, we scope the smallest step that proves value and quote fixed terms for that phase — you pick the slot in the Calendly widget above, nothing open-ended after it.