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HeartwoodAI
Solutions

The work, in order

Fix one bottleneck before you buy five tools.

Start with the task that keeps coming back to you. We map it with your people, agree on the scope, build and test the fix, then teach your team to run it.

The plan

Talk. Map. Build. Train. Hand it over.

The first conversation is free. Paid work starts only when you approve the scope, estimated hours, and next step. No guessing what you signed up for.

01

Talk it through

Free · 30 minutes

Bring one task that keeps landing on your desk. We ask what happens, who gets pulled in, and what you have already tried. If there is a reason to go further, we discuss paid discovery. This is not a free audit.

02

Find the bottleneck

Paid professional services

Your team walks us through the actual work. We map the steps, find where it stalls, and define who approves what. Then we recommend a tool or a simpler process fix.

03

Build and test

Agreed scope and hours

Approve the scope and estimated hours first. We set up the agreed skills, scheduled tasks, integrations, access, and review rules, then test them on real scenarios.

04

Put your team in charge

Your team takes ownership

Your people learn to assign tasks, check the output, and handle exceptions. We hand over the process. Your team owns the daily work.

05

Call us back when you need us

Optional and separately scoped

Need a refinement, another workflow, or another department? We can scope it separately. Ongoing support is optional, not a condition of making this work.

Before we build

Know what you are buying. And who will run it.

Workflow map

What starts the work, what it needs, who owns each step, and what happens when something goes wrong.

Review rules

What AI can prepare or move. What a person must check. Where the process stops for approval.

Implementation scope

Tools, people, training, estimated hours, and separate software costs. Agreed before the build, not discovered on the invoice.

Keep the decisions

AI can draft it. People still answer for it.

Customer promises, final financial figures, sensitive messages, safety decisions, and unusual exceptions need a responsible person. We do not automate accountability away.

Your people run the process.

We diagnose, design, set up, test, and train. After handoff, your people assign the work, check the output, and handle exceptions. You are not hiring us to manage your daily operations.

Want us back for refinements or another workflow? We scope and bill that separately. Ongoing support is optional.

Start with the bottleneck

Bring the bottleneck. Leave the software shopping for later.

Bring one real example. We will talk through where it gets stuck and whether there is a sensible next step. Free 30-minute conversation. No promised AI install before we understand the work.

Talk it through with us