For one real workflow you want to understand before spending more.
A short questionnaire and research before we meet.
One working session of about 75 minutes, by video.
A written Decision Pack within 10 business days of the session, in English or Spanish.
The recommendation names the first move, what should stay human, and what to check next. You own it and can use it with anyone. Implementation is separate. The interactive pack can include an AI sales assistant, labeled as AI, that hands off to Daniel.
Still unsure? See where to start. It is a starting suggestion from your answers.
A clear next move.
Romelia takes WhatsApp, phone and walk-up orders. This fictional proposal compares three packages, with one recommendation and two alternatives. Your audit may recommend training, configuration, a process change, a tool, or no change.
We look at your current tools first. A proof of concept is useful when an important assumption needs testing. Training or configuration can go directly to implementation when the recommendation supports it.
03 · Fixed price, quoted in writing
What may come next
If your existing software and process settings already solve the problem, you pay $0 beyond the audit. When a focused proof of concept or workflow integration is justified, most small-business builds run $1,250 to $3,500 fixed price.
Guidance for typical focused work. Later work is scoped and quoted in writing after assessment. Vendor subscriptions are separate.
Implementation includes documentation, training, and ownership information. Ongoing support and later changes are separate.
The minimum invoice is $600.
Work outside the agreed scope is $150 an hour, with a 2-hour minimum, quoted first.
Implementation includes a 30-day defect warranty for reproducible defects in the agreed deliverables.
When a build touches patient data, HIPAA handling is quoted on the fit call. That work uses only tools whose vendors sign a business associate agreement.
For implementations under $5,000 after discount: 50% to begin work, 50% at acceptance. For implementations of $5,000 or more after discount: 40% to begin, 30% at an agreed midpoint milestone, 30% at acceptance. Your written scope states which schedule applies and the exact milestone definitions.
Audit steps, deliverables, and terms
The pack covers the workflow in scope, supported opportunities ranked by impact, effort, risk, and readiness, evidence and assumptions, what not to automate, and the next test. Tool pricing and cost or impact estimates appear when the available information supports them. Daniel reviews the final recommendation.
Book the audit. Payment is collected at booking.
Answer the short questionnaire. Daniel researches before the session.
Work through one workflow together for about 75 minutes.
Receive the Decision Pack within 10 business days of the session.
Choose the next step, including no further work.
The audit does not include software changes or vendor subscriptions. Factual errors and pack clarifications are corrected without additional charge.
A small trial on limited real work tests the most important assumption before a larger build. It is optional and separately priced. It is not a production system.
The written scope names the outcome, fixed price, assumptions, exclusions, acceptance point, and ownership. You receive the test results and what implementation would require, then decide whether to continue.
Implementation, handoff, and support boundaries
The agreed work can be training, tool setup, an integration, automation, or a custom build. Scope, outcome, fixed price, assumptions, exclusions, ownership, acceptance, and handoff are written down before work starts. Larger projects may include carefully selected specialists under Daniel's direction.
Handoff includes plain-language documentation, training, account and access transfer, ownership information, known limitations, operating instructions, and vendor subscription details. You pay vendors directly.
The included 30-day defect warranty covers reproducible defects attributable to the agreed deliverables and reasonable configuration adjustments so that scope works as documented.
It does not cover new features or workflows, changed business processes, new data or integration requirements, third-party outages, vendor pricing or API changes, broad retraining, ongoing monitoring or support, emergency or 24/7 service, or unrelated user mistakes. There is no response-time promise. Work outside the agreed scope is $150 an hour, with a 2-hour minimum, quoted first. For implementations under $5,000 after discount: 50% to begin work, 50% at acceptance. For implementations of $5,000 or more after discount: 40% to begin, 30% at an agreed midpoint milestone, 30% at acceptance. Your written scope states which schedule applies and the exact milestone definitions. The minimum invoice is $600. When a build touches patient data, HIPAA handling is quoted on the fit call. That work uses only tools whose vendors sign a business associate agreement.