AI Consulting Sales Workflow
$5,000 sales workflow sprint for inquiry capture, first-call prep, call-note summary, Opportunity Map, human-reviewed proposal follow-up, delivery kickoff, and AI Ops handoff.
View sales workflowWorkflow automation · automation.setupyour.ai
Workflow Automation Sprints
A scoped build sprint for repeated admin work: intake, classify, summarize, route, draft handoffs, and show what still needs a person.
Book an automation callSee AI Front Desk firstView workflow blueprintView implementation kitView sales workflowView delivery boardView delivery workflowView AI Ops retainer
Subdomain lane: automation.setupyour.ai
Customer-system writes, external sends, calendar/CRM/payment changes, and production launches stay separately scoped behind human approval.
Pricing anchor
A clear starting point.
One workflow starts around $5,000; multi-system work is scoped higher.
Proof path
Built from our own workflow.
This site's own admin workflow is the dogfood path: inquiry to diagnostic, build, verify, launch, and retainer.
Best for
Who should buy this.
- ✓Teams losing hours to repeated intake, follow-up, reporting, or handoffs
- ✓Businesses that need deterministic workflow around the AI
- ✓Owners who want visible proof instead of an abstract strategy deck
What is included
The first version stays bounded.
- ✓Workflow map and failure-mode review
- ✓Automation rules plus AI drafting where useful
- ✓Human approval gates for risky actions
- ✓Operator dashboard and launch checklist
Workflow implementation path
A one-workflow sprint we can sell and run without fake integrations.
The automation offer is now backed by setupyour-workflow-products: a workflow implementation kit, blueprint, delivery board, and AI Ops handoff. The first sprint proves intake, routing, exception handling, drafts, and launch checks before any live customer-system write is scoped.
Workflow Implementation Sprint Kit
Generated from setupyour-workflow-products: $5,000 one-workflow sprint, 10 eval cases, required assets, launch checklist, and retainer handoff for an inquiry-to-tour workflow.
Download workflow kitAutomation Sprint Blueprint
Confirm the first workflow, source inputs, approval policy, success metric, sprint phases, and non-goals before implementation starts.
View workflow blueprintDelivery Board and AI Ops
Track blocked work, verification, launch readiness, and monthly retainer improvement loops so the sprint becomes an operating workflow.
View delivery boardliveWritesEnabled: false. Workflow outputs stay drafts, queues, and review packets until a customer-specific integration is approved.
No CRM/calendar/email/SMS write access, booking holds, payment changes, website updates, refunds, legal decisions, or autonomous external sending are included in the reusable workflow kit.
The first automation sprint sells a visible workflow map, sample-input proof, exception queue, handoff drafts, eval cases, launch checklist, and AI Ops retainer handoff.
Start with the smallest useful scope.
The first engagement should prove one workflow, one buyer path, or one operating habit before it expands. That keeps Setup Your AI honest while the reusable workflow products mature.
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