Consulting Process

Understand

The first step is understanding your current situation — what tasks you do regularly, where time is spent, what feels repetitive or inefficient, and what you've already tried. This isn't a formal audit. It's a practical conversation about how you actually work.

Evaluate

Once the tasks are clear, the next step is evaluating where AI tools can realistically help. Not every task benefits from AI assistance. The evaluation focuses on what would actually save time or improve quality, not what sounds impressive.

Select

Based on the evaluation, specific tools and approaches are identified. The selection is based on fit — what works for your tasks, your technical comfort level, and your budget. There's no single right answer for every situation.

Configure

Selected tools are set up in a way that fits your workflow. This includes initial configuration, creating any templates or prompts you'll use regularly, and connecting tools where that makes sense. The goal is a setup you can actually use.

Learn

You're shown how to use the tools effectively — not just how to operate them, but how to get useful results. This includes understanding what the tools do well, where they fall short, and how to adjust your approach when results aren't what you expected.

Refine

After using the tools in real situations, adjustments are made based on what's working and what isn't. Workflows evolve as you become more comfortable with the tools and as your needs change. This step is ongoing rather than a one-time event.