Answers

Do you need an AI consultant or someone who builds the system?

An AI consultant gives advice: a plan and a view on where AI would help. A builder delivers a working system and keeps it running. A small business that is unsure what to automate often needs advice first; one that already knows the task usually needs a builder. If one firm does both, check that its plan stands on its own and that it would tell you not to build when that is the honest answer.

Advice against a build

ConsultantBuilder
What you getA written plan, a ranked list of tasks and a view on risksA working system connected to your tools
Who does the workYou or your staff, from the planThe builder
What it asks of youTime to answer questions and decideReal examples, access to the tools it will work with and someone to review the output
After it endsA plan you can usually take to another builderUpkeep: fixes, updates and someone to call when it breaks

When each one fits

  • A consultant tends to fit when you do not yet know which tasks are worth automating, when you want a second opinion on a proposal, or when you have staff able to carry out a plan.
  • A builder tends to fit when the task is already clear, you can describe it step by step, and you want it done and kept working. The related answer on telling whether a task is worth automating can help you decide which side you are on.
  • Some small businesses need only a short stretch of advice before a build, and some need none. The related answer on a marketing consultant or an agency draws the same line for marketing.

What a consultant should hand over

  • A plan in plain words that you could give to someone else to carry out.
  • A short ranked list of tasks, with a reason for each ranking and the cost of a mistake on each task.
  • A note of which tasks need a rule and which need AI, since a plain rule is often cheaper and easier to check.
  • What data each step would touch and where it would go.
  • How you would tell it is working, and who on your side reviews the results.
  • A plain statement of any task where the honest advice is to do nothing, or to use a tool you already pay for.

When one firm does both

  • Ask whether the plan would still be complete if you took it to another builder. A plan that only makes sense inside one firm's product can be a sales document.
  • Ask whether the advice is separate from the build, and what happens if the advice is not to build.
  • Ask who owns the plan and, later, the system and its accounts. The related answer on what to ask before hiring someone to build AI covers the build side.
  • Ascent Vision gives advice and builds AI systems, so read this with that in mind.

What is oversold

Be careful with an AI that "runs" the business, with a strategy that arrives without a first small task to try, and with exact hours saved quoted before anyone has looked at your tasks. The related answer on how much time AI automation really saves explains why those figures vary.

The label "agent" is also applied to many products; the related answer on what an AI agent is covers how to read it. A good consultant or builder will say plainly what the system cannot do and where a person stays involved.

Related answers

AI systems and automation

A lot of an owner's week goes to the same tasks: answering the same questions, chasing the same follow-ups, retyping the same details. We build the systems that do that work, so your people can spend their time on customers.