30-Day AI Automation Pilot Plan

A 30-day pilot should produce one live workflow and a clear go/no-go for broader rollout. ## Week 1 - Discover - Map the process and systems - Define success metrics (speed-to-lead, deflection, hours saved) - Inventory data quality and access - Choose platform (n8n / Make / Zapier / custom) ## Week 2 - Design - Spec triggers, fields, AI steps, and human approvals - Draft evaluation examples for any AI classification - Agree ownership and environments ## Week 3 - Build - Implement the happy path - Add error handling and logging - Connect CRM / messaging / calendar as needed ## Week 4 - Harden and hand off - Test failure cases - Soft-launch to a subset of traffic - Document runbooks - Review metrics and decide next workflows ## Exit criteria You should leave day 30 with: a production workflow in your accounts, docs, a measured baseline, and a backlog prioritised by ROI. ## Next step Book a discovery call with one candidate process. If it cannot win in 30 days, we will say so early.