Working with SergeBot
How a SergeBot build is scoped, run and handed over.
Like these posts? Get each new one by email with SergeBot Insights.
5 posts
-
How We Work
Scoped AI Automation Pilot: What 2 to 6 Weeks Includes (and What It Does Not)
A scoped AI automation pilot is a 2 to 6 week engagement that ships one owned workflow in your existing stack (trigger, path, stop, failure ping), not a chatbot demo or platform rollout. Here's what it includes and excludes.
-
Cost Savings
The Contract Is Signed. Why Does Delivery Still Start From a Blank Page?
The deal is marked won, then someone retypes the scope into the project tool, the folder, and the kickoff email. The CRM already had it. Here is the handoff that should start on its own.
-
How We Work
We Don't Start With Your Whole Company. We Start With One Path That Hurts.
The first build is not a platform or an 18-month roadmap. One repeating path, your existing tools, a trigger, stop conditions, and a failure ping. Here's what we need from you, and what done looks like.
-
How We Work
What Happens on a SergeBot Discovery Call (And What You Walk Away With)
Not a sales pitch. Not a retainer proposal. Here's exactly what happens in 30 minutes on a discovery call: the three-stage structure we run every time, and the concrete answer you leave with.
-
Behind the Build
An Example: Client Intake From 45 Minutes Per Lead to Zero With One Workflow
An illustrative example: a service business spending 45 minutes on admin for every new lead (copying to CRM, sending welcome emails, creating project folders, scheduling calls), and one workflow that takes it to zero.