Discovery call
Book an initial discovery call.
One hour of deep analysis of how your business runs and where AI can take work off your team. You leave with a structured game plan and meeting notes for your team.
What the hour is for.
- Your systems
- What you run today: ERP, quoting, catalog, accounting, vendor portals, and whether they talk to each other.
- Your data
- Where it lives inside the company: in those systems, in spreadsheets, on paper.
- Your online presence
- Where it appears outside the company: directories, listings, social profiles, PDFs on your site.
- Where AI helps
- With the first three known, which work AI can take off your team first.
How the call runs.
The call is recorded and AI takes the notes. You keep them as a structured document to share with your team.
Find where time goes
Where your workflow loses time today.
Name an owner
Who on your team can carry this.
Set a budget
What a budget looks like and what scale to start at.
Choose where to start
Which systems to touch first: operations, sales, customer follow-up or marketing.
Decide how it connects
How closely the new work ties into what you run.
Define success
How it would be measured, and how it lasts.
Outline implementation
Who does what, in what order.
Book the call.
Choose a time, pay, and the invitation arrives by email.
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Choose a time and write the agenda to continue.
Terms.
- One hour with Lehvel. AI-assisted notes are delivered to you as a structured document.
- The call is recorded. Booking means you agree to the recording. We use it to produce your notes.
- $185, paid in full at booking.
- One reschedule, with 48 hours' notice. No refund inside 48 hours of the start time.
- We ask for a written agenda so the hour is used well.
- The call is analysis and a plan. Implementation is scoped separately.
Work that needs more than an hour.
Working days and engagements are scoped in a written proposal.
Request a proposal