Project 01
Lead intake and follow-up
A connected inquiry form, shared lead record, and follow-up workflow for an agreed lead source and receiving team.
See deliverables and acceptance checksThree practical starting points
Start with the work that keeps slipping through.
Choose the problem closest to yours. Each project has a defined scope, a working deliverable, and a check your team can use to accept the result.
What would help your team first?
Project 02
Business knowledge organization
An organized business repository with a file inventory, agreed folder structure, current-document rules, and a tested handoff.
See deliverables and acceptance checksProject 03
AI assistant setup and review
A scoped AI assistant configuration with approved sources, explicit tool permissions, human handoffs, evaluation cases, and operating documentation.
See deliverables and acceptance checksIncluded in the engagement
Build it. Check it. Hand it over.
Your team receives the agreed system, documentation, training, and account ownership map.
A written scope before the build
We agree the workflow, deliverables, timing, acceptance checks, and price. If the problem needs investigation first, paid discovery is scoped separately.
Hosting, software, model usage, and other third-party costs are listed separately. Ongoing VBoarder support can be scoped when useful.
See how we engage