Newest AI, sample plans

VASCO Design LLC, ARCO, and Metalsistem USA are businesses Carlos runs or works with. The cards below are sample plans. We set the measures before anything runs. No results yet.

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Sample plans, no results yet

PR MODE brings the newest AI into real business work. Agents and computer-use tools come in when they fit. Each card shows the problem, the workflow, what a person still does, and what we will measure. Pilot here means a plan. It stays a plan until there are numbers.

pilot

A sample plan for a business Carlos runs or works with.

planned

The plan is scoped. Nothing is running yet.

TBD

To be determined. We fill it in after the work runs.

Sample plan, not a client result

VASCO Design LLC

Agent intakeQuote tracking
ResultTBDNothing to report yet

The problem

Sample plan for VASCO Design LLC, a business Carlos works with. The planned job is an agent on new inquiries and open quotes. A person approves every customer send.

The workflow

  1. 1An inquiry arrives by web form, email, or text.
  2. 2The agent drafts a first reply and a time to talk. A person approves it before it sends.
  3. 3For quotes already sent, the agent tracks status in the tools the team already uses. It queues the next follow-up for approval on the team's schedule.
  4. 4Written limits decide what the agent may do and what waits for a person.

What stays human

  • Approving anything sent to a customer
  • The numbers and scope in any quote
  • Deciding which leads to pursue
  • Any promise about dates

What we will measure

  • Time from inquiry to first approved reply
  • Share of sent quotes that got a follow-up
  • How often a person edited or overruled the agent
  • Staff hours spent on first replies and chasing
Sample plan, not a client result

ARCO and Metalsistem USA

Businesses Carlos runs or works with

Past-due trackingOpen POs
ResultTBDNothing to report yet

The problem

Sample plan only. The planned job is an agent that tracks past-due accounts and open purchase orders. People keep the judgment calls.

The workflow

  1. 1The team shares a list of past-due accounts and open purchase orders.
  2. 2The agent tracks each item and lists who needs a nudge and when.
  3. 3It drafts a reminder or status check in the tone the team picks. After a set number of days with no reply, it flags the item for a person.
  4. 4Written limits decide what the agent may do and what goes to a person.

What stays human

  • Approving anything sent outside the company
  • Whether and when to contact an account
  • Account disputes and special terms
  • Tone on sensitive relationships

What we will measure

  • Days between a due date and the first reminder
  • Open POs older than a set age with no status update
  • How often a person edited or overruled the agent
  • Office time spent on reminders and status checks
Sample plan, not a client result

Your company

Your workflow
ResultTBDNothing to report yet

The problem

You pick one slow chore in intake. We set up the newest AI that fits that chore. We keep that setup current each month.

The workflow

  1. 1You complete the intake and name the chore.
  2. 2We pick the tool that fits, such as an agent or a computer-use setup.
  3. 3We set it up for you and train your team. Limits are written before it runs.
  4. 4We settle what to measure before anything runs.

What stays human

  • Approving anything that reaches your customers
  • Judgment calls and exceptions
  • Compliance duties, including Fair Housing for realtors
  • Deciding what to change next

What we will measure

  • The measures we agree on together
  • A baseline taken before anything runs
  • The same measures after an agreed period
  • How often a person edited or overruled the AI
Reporting

How results would appear here

Named-company copy goes live only after that client approves the wording. Until then every card stays labeled sample.

01

Baseline first

We record how the work runs today before any AI touches it.

02

Same measures after

The measures on each card stay fixed so a later reading can be compared to the baseline.

03

Dates and method

Every number carries its time period and how it was counted.

04

Client approval

A client reads and approves the wording about their business before it goes live.

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