WorkflowAI
Services / Planning Session

AI Setup planning, not guessing.

Work out the right first AI setup for your business — before spending time or money on the wrong thing.

Book a Planning Session
Price
NZ$490
+ GST · 60 min · one-off
Delivered in
2–5 working days
Two professionals discussing over a laptop in a soft-lit planning meeting

What you get

A sensible first
step, not a big
AI project.

A paid planning session for owners who want clarity before commitment. You'll walk away with one recommended AI use case, a recommended tool path, and a clear next step — not a long roadmap you won't read.

1 × 60-minute planning session
Up to 2 attendees from your business
1 recommended first AI use case for your business
Recommended tool path — what to use and why
Simple boundary advice — what's good for AI and what should stay human
Rough implementation advice and next-step recommendation
After the session

You'll have a clear recommendation. Three paths forward:

  • Try it yourself using our recommendations
  • Proceed to a Done-for-You AI Setup
  • Hold off for now — sometimes that's the right answer too

How it works

Five steps from booking to plan.

01

Submit booking form

Fill in a short form with your business context, current tools, and what you'd like to improve.

02

We review

Before the session, we look at your business scenario and current tool setup so we can hit the ground running.

03

60-minute session

A focused conversation about your business, where AI can genuinely help, and what a first setup might look like.

04

Written summary

Within 2 working days, you'll receive a written summary with our recommended use case, tool path, and next steps.

05

Decide next step

Take the recommendations and try yourself, or move into a Done-for-You AI Setup if it's a good fit.

What this session is not

Clear boundaries,
no surprises.

This session is about clarity and direction. Here's what it doesn't cover.

  • Full enterprise-level AI roadmap
  • Complete business process audit
  • Detailed technical specification document
  • Actual AI system setup or implementation

If you need a more comprehensive approach, the Done-for-You AI Setup is the next step after planning.

Common questions

Asked often.

Who should attend the AI Setup Planning Session?

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The session is designed for up to 2 people from your business — typically the owner or manager and someone who handles day-to-day operations. These are the people who know the business well enough to identify where AI could make the biggest difference.

What happens after the Planning Session?

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Within 2 working days, you'll receive a written summary with a recommended first AI use case, suggested tools, and clear next steps. If a setup makes sense, you can move into the Done-for-You AI Setup — or take the recommendations and try things yourself.

Can I skip straight to a Done-for-You AI Setup without the Planning Session?

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In some cases, yes. If you already have a clear idea of what you need, we can do a quick scope confirmation instead of the full planning session. But for most businesses, the planning session is worthwhile — it helps avoid spending money on the wrong thing.

Is the NZ$490 refundable if I decide not to proceed?

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The planning session fee covers the session itself and the written summary. It is not refundable. However, if you proceed with a Done-for-You AI Setup within 14 days, a portion of the planning fee may be credited towards your setup — we can discuss this during the session.

How is this different from the free AI at Work Session?

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The free AI at Work Session is a general overview of AI scenarios for business. The Planning Session is a focused, one-on-one session that looks at your specific business, your current tools, and recommends a concrete first step tailored to your situation.

Next step

Want clarity before committing to AI?

Book a Planning Session and walk away with a clear, practical recommendation — no strings attached.

Book a Planning Session Try the free session first