Acme Corp - AI System Blueprint

On Track

Started 8 Feb • Target: 14 Day Sprint

Marco Caruso

marco@acmecorp.com

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Day 5 of 14 On Track

Welcome Kit

Welcome Aboard

Before we begin, let's establish the rules to ensure project success.

Welcome video

Collaboration Pact

1

Collaborative Process

Your input is the fuel of the system. This is not "I do everything for you", we build it together.
2

Flexible Timeline (~2 Weeks)

We aim to close in 2 weeks, but actual duration depends on the complexity of operations that will emerge.
3-Day Rule

If I don't receive feedback for more than 3 days, the timeline extends and the delay is not the consultant's responsibility.

Pact accepted on Feb 8, 2026

Collaboration Pact Accepted

Current Focus Phase 2 - Diagnosis

Identify what slows down or wastes value

We are reviewing the information you submitted. No action is needed from you right now.

Phase 1 - Discovery

Completed

Objective: Truly understand how things work today

Days 1-3

This phase is about understanding the current state objectively: how you work today, what tools you use, and where friction or inefficiencies arise.

Initial Questionnaire

We collect basic information about processes, tools, and objectives.

Discovery Call (90 min)

An in-depth call to clarify context and align on priorities.

Tools Analysis

We evaluate current tools and how they are being used.

Team Interviews (Optional)

We listen to those who work daily on the processes for a complete view.

4/4

Situation Report

Phase 2 - Diagnosis

In Progress

Objective: Identify what slows down or wastes value

Days 4-7

In this phase we analyze what emerged to understand where time, resources, or opportunities are lost. The focus is identifying critical points and establishing what to address first.

AS-IS Mapping

We clearly represent the processes as they are today.

Funnel Loss Analysis

We identify where and why contacts, opportunities, or efficiency are lost.

Priority Assessment

We classify problems based on impact and urgency.

Review Call (60 min)

We share results and align on next decisions.

1/4

Bottleneck Report

Phase 3 - Design

Locked

Objective: Design a simple and effective solution

Days 8-11

Phase 4 - Roadmap

Locked

Objective: Turn the project into action

Days 12-14

Deliverables

Access the Drive folders for each phase directly.

Phase 1 - Discovery

Situation Report

Completed

Phase 2 - Diagnosis

Bottleneck Report

In Progress

Phase 3 - Design

Operational Blueprint

Locked

Phase 4 - Roadmap

Roadmap + Quote

Locked

Acme Corp - AI System Blueprint

Welcome Kit

Welcome Aboard

Collaboration Pact

Collaborative Process

Flexible Timeline (~2 Weeks)

3-Day Rule

Identify what slows down or wastes value

Phase 1 - Discovery

Initial Questionnaire

Discovery Call (90 min)

Tools Analysis

Team Interviews (Optional)

Phase 2 - Diagnosis

AS-IS Mapping

Funnel Loss Analysis

Priority Assessment

Review Call (60 min)

Phase 3 - Design

Phase 4 - Roadmap

Deliverables

Phase 1 - Discovery

Phase 2 - Diagnosis

Phase 3 - Design

Phase 4 - Roadmap

Contact

Schedule a Call