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Consulting / Workflow example

See the handoffs.
See the responsibility.

An illustrative proposal-preparation workflow showing how people, software, and AI can fit together. This is a design example, not a client result or a live automation.

Workflow study / 001

Illustrative example

Proposal preparation

A draft has help. A decision has an owner.

Structured intake and approved source material support a draft. A person remains responsible for the result.

  1. 01Intake

    Operator checks requirements.

    HUMAN RESPONSIBILITY
  2. 02Draft

    Software or AI supports a first draft.

    AI / SOFTWARE SUPPORT
  3. 03Approve

    A qualified reviewer decides.

    HUMAN RESPONSIBILITY
  4. 04Send

    Operator sends the approved version.

    HUMAN RESPONSIBILITY

Pilot only after the source library, reviewer capacity, and access rules are ready.

ACCOUNTABLE OWNER

Sales lead

REVIEW AUTHORITY

Qualified proposal approver

MEASURES TO ESTABLISH

Turnaround, rework, review effort

STOP OR REVISE WHEN

Sources are unreliable or review exceeds capacity

Synthetic example, not a client result. Measures and responsibilities need confirmation in the actual business.

Switch between Current and Proposed to see the change. Actual projects use your process, systems, and agreed evaluation measures.

Explore the Workflow Design Sprint

Work with Aaron

What would this look like in your business?

Describe your business and the work that needs to improve. Start with a conversation about fit, then agree the deliverables, fee, and timing in writing.

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