Partners
Help a client find their first useful task.
Bring your understanding of a client’s business. We can explore how a configured desktop assistant could help with their repeated document work.
01
Start with the work you know.
Consultants, agencies, associations and service providers can help identify a repeated task, the materials behind it and the person who will review the result.
Use the public examples to explain the approach. They are synthetic prepared files, not customer results or proof of a time saving.
02
Agree how to work together.
Discuss whether an introduction, joint scoping or implementation collaboration makes sense for the particular client. Responsibilities, commercial terms and support must be agreed before commitments are made.
03
Define a pilot with the client.
Choose one task, an approved template, representative inputs and clear review criteria. The client decides which materials may be shared and who approves the result.
04
Plan the handover together.
If the pilot meets the agreed criteria, define the desktop setup, team guidance and ongoing support. Training materials, implementation support and any wider rollout are scoped for that engagement.
Discuss a client opportunity.
Tell us what your team repeats and the result you need. We'll discuss a useful starting point and what a pilot should prove.
Start with a description. No private files needed.