A Clear Strategy for AI Across Your Business.
Connect the opportunities. Set the priorities. Plan your next move.
Your business has people, processes, and systems already in motion. The next step is understanding where AI can strengthen that operation—and how the right applications can work together.
WF10's AI Consulting & Strategy service is designed for established businesses ready to explore a broader role for AI across teams and customer relationships. We examine your workflows, existing tools, and business priorities to identify useful opportunities and develop a tailored proposal for deployment.
Our starting point is the WF10 Comprehensive Analysis and Proposal: a paid assessment that gives you a clear basis for deciding what to build, in what order, and at what investment.
A Powerful Platform. A Team That Makes It Work for You.
Meet HighLevel.
HighLevel brings customer information, communication, scheduling, marketing, and automation together in one platform. It provides a foundation for connecting activities that often sit in separate tools or depend on manual follow-up.
WF10 uses that foundation to design AI applications and workflows around your business. Our analysis considers your existing systems and identifies where HighLevel could support the recommended approach.
Here's Why That Matters.
As a business grows, an inquiry can pass through several people and systems before it becomes a customer relationship. Missed handoffs, scattered information, and inconsistent follow-up create extra work and lost opportunities.
A connected approach helps teams see what has happened, understand what comes next, and keep work moving. We look at the full process to identify where AI and automation could make the most useful contribution.
WF10 Builds Around Your Business.
We begin by identifying priorities and defining the recommended approach. Your written assessment and proposal outline the opportunities, proposed solutions, scope, and investment.
If you choose to proceed with a separate implementation engagement, WF10 configures and tests the agreed applications and workflows around your business. We also establish how they will be managed, with options for WF10 support or direct management by your team.
The platform gives us a lot to work with. Your business tells us what to build.
The WF10 Comprehensive Analysis and Proposal
Know what's worth doing, what to tackle first, and what it will take to get there.
Before recommending applications, we examine how work moves through your business: where information lives, how teams coordinate, which tasks repeat, and where customers or employees encounter delays.
Through our comprehensive intake process and one-hour phone consultation, we explore your current systems, goals, and operational priorities. We turn those findings into a written assessment and proposal for AI development and deployment.
You receive recommended priorities, an explanation of the proposed solutions, and a defined scope and investment—so you can make an informed decision about the next stage.
$899
Comprehensive intake. One-hour phone consultation. Comprehensive report and proposal.
Look Beyond Individual Tasks. See How the Work Connects.
We explore how AI applications and automation could support the processes that connect your customers, your team, and your business systems.
Customer Communication & Handoffs
Explore how inquiries are captured, routed, answered, and passed to the right person—with the context your team needs to respond.
Sales & Follow-Up
Examine how opportunities move from first contact through appointments, estimates, and follow-up, with clearer next steps throughout the process.
Team Workflows & Information
Identify repeated data entry, scattered customer information, and manual handoffs that could benefit from more connected workflows.
Marketing & Customer Relationships
Explore how outreach, customer activity, and ongoing communication could work together to support more consistent engagement.
We look at these opportunities in the context of your budget, existing systems, and the way your team works. The recommendations should fit the business you actually run.
An Illustrative Example
From a New Inquiry to a Clear Next Step.
A customer asks about a service. Their information is captured, the inquiry reaches the right team member, and follow-up is tracked in one place.
Depending on your needs, AI could help answer initial questions or prepare a response, while automation handles routing and reminders. Your team can see what has happened and what still needs attention.
Our assessment explores whether an approach like this fits your business, which systems would be involved, and what it would take to put it into practice.
This is an example of a possible workflow, not a client case study or a package included in the $899 assessment.
What You'll Receive for $899.
A Comprehensive Intake Process
We gather detailed information about your business, processes, tools, challenges, and goals. This gives us a useful foundation and helps us make the most of your consultation.
A One-Hour Phone Consultation
You'll speak directly with our business AI consultant to discuss your needs, ask questions, and work through your priorities.
A Comprehensive Report and Proposal
You'll receive a written assessment that helps you make decisions about AI across your business, together with a proposal for the work we recommend.
- Priority opportunities: where AI and automation could address the needs identified during your assessment.
- Recommended sequence: what we suggest tackling first, what could follow, and why.
- System considerations: how your existing tools, customer information, and team workflows affect the recommended approach.
- Proposed solutions: what the recommended applications would do and how they would support your operation.
- Scope and investment: the proposed development and deployment work, with applicable platform and ongoing management costs identified.
The assessment gives you a basis for deciding what is worth pursuing—even if you choose not to commission the proposed implementation.
The analysis is a separate paid engagement. You decide whether to move forward with the proposed work.
Development, deployment, platform subscriptions, and ongoing management are not included in the $899 analysis fee. Applicable costs will be addressed in your proposal.
Built Around Your Business. Run the Way You Choose.
Once you approve an implementation proposal, WF10 develops and deploys the agreed solutions around your business information, processes, and the jobs you need done.
We also agree on how those solutions will be managed.
Managed For You
WF10 oversees the agreed solutions, reviews how they're working, and makes adjustments as part of your management service. You stay involved in the business decisions while we handle the agreed day-to-day management.
Self-Managed
Prefer to manage it yourself? We can set up your solutions so you can use and oversee them directly through your business workspace. We'll explain what you control and what support is included in your proposal.
Your proposal defines the setup, workspace access, responsibilities, support, and ongoing costs. You'll know what WF10 handles and what your team handles before we begin.
A Few Questions You May Have.
Let's Give Your AI Plans a Clear Starting Point.
Understand the opportunities, decide what matters most, and see what it would take to put the right solutions to work.
WF10 Comprehensive Analysis and Proposal — $899
Comprehensive intake. One-hour phone consultation. Comprehensive report and proposal.
Want to discuss whether this assessment fits your needs?
