Your operations team moves information between email, CRM and documents, and you want to test a focused alternative.
WHAT YOU GET
A workflow specification covering inputs, expected outputs, review points and human responsibilities.
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Daniele Pol / AI workflow pilot
Put AI to work on a process you can actually evaluate.
Choose one workflow where your team repeatedly copies, summarises or routes information. Over six weeks, we build a working trial version and your team tests it on agreed examples. Assess the outputs, errors and human checks before deciding whether to expand, revise or stop.
6-week pilot · one business workflow · up to 3 systems · subject to an initial feasibility assessment
From€12,000
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Is this what you are facing?
You have experimented with AI tools but lack agreed standards for output quality, error handling and accountability.
WHAT YOU GET
A pilot assessed against agreed examples, with its errors and limitations recorded alongside the findings.
You need a bounded investment proposal: a practical test, documented findings and a defensible next decision.
WHAT YOU GET
A recommendation on whether and how to proceed, including the technical and organisational requirements.
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Test one workflow. Decide from the evidence.
Map the workflow and assess systems, data and access. Agree the role of AI, the human review points and the criteria for judging outputs before confirming the pilot.
Configure the agreed pilot and examine its outputs, errors and exceptions. Approval and process accountability remain with the designated people.
Assess the examples against the original criteria and document remaining limits and dependencies. Decide whether to expand, revise or stop. A wider rollout is scoped separately.
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Illustrative scenario · From enquiry to CRM, with human review
For illustration only, not a client case.
The team reads requests in different formats and manually transfers relevant information into the CRM, checking each entry along the way.
The pilot reads each enquiry (email or web form) and drafts a CRM record. A team member checks and approves it before it is saved to the CRM.
The evaluation should show which outputs are usable, which errors recur and what safeguards a wider implementation would need.
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Your investment and the scope of work.
- Software licences, platform usage and third-party service charges are additional to the project fee.
- Company-wide rollout, ongoing maintenance, additional systems and general data migration are separate engagements.
- Your company decides which data the pilot may use, with your DPO or privacy adviser. Legal and specialist advice is not included.
VAT excluded where applicable. Travel, licences and third-party costs excluded unless explicitly agreed. The proposal defines the final scope.
Who you work with: Daniele Pol. Certified Mars Venus Coaching coach; in 2023, in Bali, John Gray presented him with “The Most Inspiring Coach” award. On the business side: six years at Braga, from 2 to 150 employees, including two as interim COO. Full background
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Answers before you start.
What does the starting fee cover?
From €12,000 for a six-week pilot within the agreed workflow. The final proposal follows technical assessment and confirms taxes, terms and excluded costs.
Who needs to be involved?
A sponsor with authority over priorities, the process owner and an IT contact. They help define the test, agree access and accountability, and evaluate the work as it progresses.
How much involvement is needed from our team?
You help map the process, provide permitted examples, explain exceptions and review the outputs. Review meetings are scheduled upfront. Missing access or integrations may affect feasibility and timing.
What do we receive at the end of the six weeks?
The documented workflow, covering inputs, steps and human checks. Test results on the agreed examples, errors included. The limits and technical dependencies that emerged. A reasoned recommendation on how to proceed: expand, revise or stop the pilot.
Is this a company-wide implementation?
The pilot evaluates one bounded workflow. Wider adoption needs its own scope for support, operational responsibility, controls and costs. We define those in a subsequent project.
What should we prepare?
Authorised examples, agreed system access and cases that include exceptions, as well as typical work. The process owner, IT contact and sponsor take part in the reviews. Do not submit confidential information through the initial form.
How do you handle data, and what does the EU AI Act require?
We use only the data the chosen workflow needs: examples your company authorises, reduced or anonymised where possible. Before accessing any personal data, we put a written data processing agreement in place; you decide which data may be used, with your DPO or privacy adviser. The people who will use the pilot receive practical training on how it works, its limits and when to check its output, supporting the AI literacy required by Article 4 of the EU AI Act. For the website and forms, see the privacy notice; for how I use AI in my own work, see AI transparency.
What does the initial consultation cost?
€300 plus VAT where applicable for 75 minutes. We work through your situation and you receive a written summary of next steps. If you purchase any package, the full €300 is deducted from its price. This is a credit towards a purchase, not a cash refund.
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Hands-on business experience.
From building business systems to launching products: explore the projects I have worked on.
Building the systems behind business growth.
2 → 150employees
−40%approximate reduction in marketing costs
40% → 98%leads handled correctly, approximately
As Braga grew from 2 to 150 employees and expanded to three locations in northern Italy, I helped build the organisation behind that growth. My work ranged from establishing marketing to leading IT and business development, including two years as interim COO coordinating operational teams. I also supported the launch of the solar installation business.
Working with the company’s internal IT team, I configured Zoho and later led the move to Salesforce and its development. In 2026, I developed a proprietary CRM with integrated AI alongside the CEO and COO. It brings leads, marketing and operations together, including automation for calls, WhatsApp and support. Once the operational structure was established, I handed the COO role over to other leaders.
Improvements to data and workflows contributed to a roughly 40% reduction in marketing costs. Leads handled correctly rose from about 40% to almost 98%. The new CRM connects marketing with operations; full migration from Salesforce is planned by December 2026.
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Let’s work through your situation.
Start with one repetitive workflow and the systems it touches. The 75-minute paid scoping session examines the use case and a sensible first test. It costs €300 plus VAT where applicable, credited towards any package. You receive a written summary even if a pilot is not the right next step.
75 min · online · IT / EN
Initial consultation · €300