TURN STATIC SOPS
INTO SMART
WORKFLOWS
Hands-on consulting for business owners and leaders who want results in specific workflows, not just AI awareness. We work inside your business, rebuild a real procedure with AI, and train the people who run it.
SOP and Workflow AI Optimization is a hands-on consulting service from You're the Expert Now (YEN) in Buffalo, NY. YEN reviews your existing procedures, pairs the workflow you choose with approved AI tools, builds and tests the AI-assisted version on your team's real work, and trains the people who run it. It is sold as a 5-hour block for $1,000 or a 10-hour block for $1,500.
Start With the Work That Matters Most
Most organizations already have documented procedures. The problem is that many of them describe slow, manual work that AI could now handle in part, and the tools the team pays for have no defined role in any process.
We start with the low-hanging fruit: repetitive or high-friction steps where AI can cut manual effort while people stay responsible for requirements, review, and approval. The goal is to improve the workflow, not to add technology for its own sake.
Staff set the requirements, approve access, verify AI outputs, and authorize consequential actions. AI supports the process; people remain responsible for the work.
- Format
- Working sessions and build time inside your business
- Investment
- 5 hours for $1,000 ($200/hr) or 10 hours for $1,500 ($150/hr)
- Best for
- Owners and leadership teams with documented procedures
- Tools
- Your approved AI platforms, such as ChatGPT, Claude, or Microsoft Copilot
- You receive
- Updated SOPs, the AI assets built for them, team training, and a prioritized list of next workflows
- Led by
- Tony DeSimone, CPA, CMA, former CFO and COO
Common Problems We Fix
Manual, repetitive procedures
Reduce avoidable staff effort in repeatable steps that are good candidates for AI assistance.
SOPs that sit on a shelf
Turn documented procedures into practical, usable workflows that match how the team actually works.
Tools without a purpose
Give approved AI tools a defined role, input, output, review point, and owner inside a real business process.
Example workflows we have scoped include renaming and filing incoming notices, drafting engagement letters from intake details, triaging website inquiries to the right person, and answering technician questions from equipment manuals.
Five Steps From Discovery to Handoff
Map the workflow as it happens today
- Talk with leadership and process owners and review your latest approved SOPs.
- Rank opportunities by frequency, staff effort, data readiness, risk, and value. You choose the first workflow.
Match the SOP to the right AI features
- Pair the procedure with your approved tools and features, such as Projects, Artifacts, Skills, custom chatbots, agents, or Copilot.
- Explain why each feature fits the inputs, outputs, access, review, and handoff, and confirm permissions before relying on any connection.
Build, test, and refine
- Build the AI-enhanced workflow and test it on authorized real work or approved sample material.
- Refine instructions, checkpoints, and exception handling. Time savings are measured only against a comparable baseline.
Train the people who run it
- Hands-on training on the team's actual workflow.
- Practice verification, safe data handling, correction, escalation, and when a human must approve an output or action.
Document and plan what's next
- Deliver the updated SOPs, the AI assets built for them, and a prioritized list of the next procedures worth addressing.
- Name the process owner, maintenance steps, and any open limitations.
Choose a Block of Hours
Each block covers procedure review, build work, and hands-on team training. Priorities are adjusted to fit the time you choose.
Focused Block
Best for one well-defined procedure you want working quickly.
- Discovery and first-workflow selection
- AI tool pairing and build
- Hands-on training for the operators
- Updated SOP and handoff notes
Extended Block
Room for more than one procedure, deeper testing, and more training time.
- Everything in Option A
- Time to address more than one workflow
- Additional refinement and exception handling
- Prioritized roadmap of next SOPs
Additional hours beyond your block are available by mutual agreement at that option's hourly rate: $200/hour after Option A, $150/hour after Option B.
Who This Is For
- Business owners and leadership teams with documented procedures
- Organizations that want results in a specific workflow, not general AI awareness
- Teams already paying for AI tools that lack a defined role
- Healthcare, manufacturing, professional and legal services, education, and nonprofit teams
What Your Team Receives
- A prioritized list of SOP and workflow opportunities
- AI-enhanced SOPs, ready to run
- The AI assets built for them: instructions, assistants, templates
- Hands-on training for the people who run the new process
- A named process owner and maintenance steps
SOP Optimization FAQ
What is SOP and workflow AI optimization?
It is hands-on consulting that takes an existing standard operating procedure, identifies where generative AI can reduce manual effort, builds and tests an AI-assisted version on real work, and trains the people who run it.
How much does it cost?
Two options: 5 hours for $1,000 ($200 per hour) or 10 hours for $1,500 ($150 per hour). Each block covers review, build work, and team training.
Which AI tools do you use?
The tools your organization has approved. Depending on the workflow, that can include ChatGPT or Claude Projects, Artifacts, Skills, custom chatbots, AI agents, or Microsoft Copilot features. We confirm availability and permissions before relying on any connection.
Do our staff need technical skills?
No. Training is hands-on and uses the team's actual workflow, so both technical and non-technical staff can run the new process with confidence.
Will you measure time savings?
Only against a comparable baseline. We record how the workflow runs before the change so any savings we report are real, not estimated.
Who is responsible for the work after AI is added?
Your people. Under YEN's People First, People Last approach, staff set requirements, verify AI outputs, and approve consequential actions. AI supports the process.
Pick One Workflow. Make It Faster.
A short discovery conversation is all it takes to choose the first procedure, confirm your approved tools, and schedule working sessions.