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Roman AI

How a project runs

The same route for every kind of work. At each step it should be clear what's done, what's next and who does what.

  1. 1

    Conversation on WhatsApp or email

    You start from the brief on this site. I ask how the process works today, who does it and how often.

    You get
    A straight answer: worth automating or not, and why.
    I need
    A description of the process, with one real example.
  2. 2

    Written proposal

    I write down what I'll build, what's out of scope and how we'll check that it works.

    You get
    A one-page document with scope, stages and cost.
    I need
    Your agreement on scope, before any code.
  3. 3

    Building in small steps

    I work in stages you can see and test. If something isn't what you expected, we change course early.

    You get
    Working versions along the way, not only at the end.
    I need
    Feedback at each stage and access to the apps involved.
  4. 4

    Handover

    I show you how everything works and where to change it. My access to your systems is closed.

    You get
    The handover documentation and a session explaining the system.
    I need
    Someone on the team to take the system over.

Example: a new quote request

  1. 1Form

    A client fills in the form on the website. The details land in one place.

  2. 2The system reads

    The agent pulls out what the client wants, the budget and the deadline, and flags what's missing.

  3. 3CRM

    The request goes into the CRM with the details filled in. Nobody copies by hand.

  4. 4Reply

    A draft reply is prepared. A person reads it and sends it.

  5. 5Calendar

    If the client wants a call, they get the booking link.

An illustrative workflow, not a specific project: click through the steps

Access to company data

I only ask for the access the project needs, ideally through separate accounts rather than your passwords.

At handover my access is closed. Company data is not used in other projects.

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