The right problem
Trace where time goes, where work waits, and what gets repeated. Pick a problem that matters to the business.
Decide / Workshop
Find the part worth changing.
There is probably a part of your day that could run better. We sit down with your team, follow the work, and decide where AI would actually help.
A clear first move, with a reason behind it.
Who it’s for
For owners and teams who see the potential but want a practical place to start.
01 / 05Start with the work
Leave with a decision you can use.
Bring a process that takes too long, loses information, or depends on someone remembering. We turn it into a plan the people doing the work can understand.
A sensible first scope
Separate the useful first build from the ideas that can wait. Agree what it should do and where a person stays involved.
A way to judge it
Choose a measure you can observe: response time, rework, missed follow-ups, or time spent on a step. Establish the starting point.
Built around your working day.The ClickNectar approach
Start with the work. Then choose the technology.
The best first step usually starts with a conversation about an ordinary day. What gets repeated? Where does something sit waiting? What would make tomorrow easier?
Find your kind of workHow we approach the work
One process. An honest look.
A clear scope, an owner for each step, and a result we can review together.
What you take away- 01
Bring the everyday version
Choose a real piece of work and invite the person who knows its awkward parts. A recent example is more useful than a polished presentation.
- 02
Follow it from start to finish
Map the people, tools, decisions, and handoffs. Notice what happens when information is missing or the usual person is away.
- 03
Find the useful opening
Weigh the possible changes against effort, access, risk, and value. Sometimes a simpler process is the best first move.
- 04
Name the next step
Leave with a proposed scope, an owner, the questions still open, and a check for success. Decide together whether to build, investigate, or pause.
A workshop in practice
Start with the quote that takes too long.
An illustrative workflow, not a client result. The workshop defines the scope; implementation is agreed separately.
The proposed approach
The first scope becomes clear: collect the missing details and prepare a draft for review. Pricing and the final send stay with the estimator.
- 01Map the request
- 02Find the repeated step
- 03Agree the first build
The process changes. Your team stays in control.
Something you can use
What stays with you.
The work should leave your business in a better place. Here is what we agree and hand over as part of the scope.
A map of the work
The current process, its handoffs, and the places that cause friction.
A ranked shortlist
What is worth trying first, what depends on other work, and what can wait.
A first-build brief
The proposed job, boundaries, required information, and people involved.
A decision record
The reasoning, open questions, and measures your team can return to later.
Your accounts. Your work. A handover your team can use.
Do we need to know anything about AI?
No. You need to know the work. We explain the technical options in terms of what they would change for the person doing it.
Who should join?
The person who owns the process and someone who does it regularly. If a particular system controls access to the information, its owner may be useful too.
What should we bring?
A recent example, the tools involved, and a rough sense of where the time goes. Remove sensitive details from examples until we have agreed how to handle them.
Does the workshop include a build?
The workshop produces a decision and a proposed scope. Any prototype, integration, or production build is scoped separately, so you can choose the next step with the details in front of you.
What if AI is not the right answer?
We say so. Fixing a handoff, changing a form, or using a feature you already pay for can be the better move. That is still a useful outcome.
A useful next step
Bring the part that keeps getting stuck.
Tell us what takes too long, what gets missed, or what the team keeps doing twice. We will start there.
Scope first. A clear quote before the work begins.
Wherever you are in the work
Start here. Or start there.
Each offer stands on its own. We’ll help you choose the part you need.