Review current client facts

Client facts

01: Organization
Not named
02: Maturity
Idea / pre-seed
03: Mandate
Internal automation
04: Timeframe
30-day rollout
05: Risk areas
0 selected
06: Engagement
Automation Feasibility Sprint
07: Dossier
Unsaved local draft

Decision posture

Focused

Automation Feasibility Sprint is proportionate for a narrow workflow if data boundaries and human review stay limited and explicit.

Drafts stay in this browser. Scope rules run locally with no AI or background API call.

04Proposal preview

Finalize a reviewed recommendation.

Verify the readiness gates, export or copy the local draft for delivery, and save a versioned dossier for lifecycle follow-up. No control on this page sends anything externally.

Proposal readiness gates

All checks bind to the exact intake, assessment trace, package, term, and catalog price shown below.

Commercial ownerEnter at least 2 characters for the accountable owner.

Decision date

Select a valid calendar date for the commercial decision.

Proposed fee (USD)Enter a whole-dollar proposed fee.

Intake completeReturn to intake and resolve all required fields.

Assessment completeSelect at least one valid risk area.

Decision trace verified4 factors reconcile to score 4.

Human commercial inputs completeEnter at least 2 characters for the accountable owner.

Local review confirmedConfirm the current scope and pricing before issuing or saving the proposal.

I reviewed the current scope assumptions, selected risks, term, and price.Any brief change invalidates this confirmation and requires another local review.

Confidential local draft / Not issued / 0 selected risks / Focused posture

AGI Consultant

Consulting proposal / Confidential local draft / Not issued

Prepared for

Untitled engagement

Automation Feasibility Sprint

Term5 business days

FeeNot confirmed

Assessed postureFocused

Recommendation

Based on the supplied idea / pre-seed context, internal automation mandate, and 30-day rollout timeframe, we recommend a Automation Feasibility Sprint.

Automation Feasibility Sprint is proportionate for a narrow workflow if data boundaries and human review stay limited and explicit.

Proposed work

01Intake summary with assumptions, constraints, and launch decision criteria.
02AI system inventory covering data sources, model vendors, human review, and owners.
03Prioritized risk register with severity, owner, mitigation, and proof needed.
04Workflow control map for human review and exception handling.
05Engagement roadmap with milestones and decision checkpoints.

Conditions before kickoff

Confirm named business, technical, security, and review owners before work starts.
Define stop/go gates for pilot, launch, and rollback decisions.

Next step

Schedule a 30-minute scoping call to confirm owners, available evidence, and the decision date. Final scope and commercial terms require written client confirmation before kickoff.

Local engagement register

Versioned dossiers stay in this browser and move only through valid adjacent delivery states.

Client	Package	Status	Next decision	Value	Actions
No dossiers saved. Complete the readiness gates to add the current proposal.