Book a Discovery Call

Is This the Right Call?

Three signals you're ready for this.

You don't need to be certain there's a fit before booking. But if any one of these resonates, the call is worth 30 minutes.

You Have a Workflow That Costs You

A recurring process — intake, triage, document review, reporting — that takes 5 or more hours a week and the people doing it are more expensive than the task warrants. You've thought "there has to be a better way" more than once.

II.

You Have an Internal Owner

One person at your firm who can test a new workflow week over week, give honest feedback, and champion it internally. Without this person, pilots fail — not because the AI is wrong but because no one is accountable for adoption.

III.

You're Ready to Act

Not "maybe someday." If the audit makes sense, you can move within 30 days. You're not shopping for ideas — you're looking for a specific next step. Tire-kickers and "gathering information" calls are a poor use of both our time.

The 30 Minutes

How the call runs.

There's no slide deck, no discovery questionnaire in advance, and no follow-up sales sequence. It's a direct conversation and it follows this structure.

You describe the friction

Tell me about the workflow that's costing you — what it is, who touches it, how often it happens, and what breaks. The more specific, the better.

15 minutes

I describe what I'd audit

Based on what you've described, I'll tell you what an audit would map, which of the three bottleneck types applies, and what a pilot might look like.

7 minutes

We decide if it's a fit

Honest answer on both sides. If the audit makes sense, I'll say so. If it doesn't — wrong problem type, no internal owner, or the math won't pencil — I'll say that too.

5 minutes

If yes: SOW in 24 hours

If we agree to move forward, the audit statement of work arrives within 24 hours. One-page, fixed price, start date locked. No extended negotiation.

3 minutes

Before You Book

What to have in mind.

You don't need to prepare a presentation. But thinking through these before the call will make it 3x more useful.

One workflow you'd describe as "the thing that takes way longer than it should" — name it specifically, not generically
A rough sense of how many times per week or month that workflow runs
Who touches it — roles, not names — and where the handoffs happen
Your primary platform: Microsoft 365, Google Workspace, or something else
Whether there's someone at your firm who could own a pilot — test it, give feedback, and push adoption

Pick a Time

Choose a slot that works for you.

WEEKDAYS · 9 AM – 5 PM ET · 30-MINUTE SLOTS

Currently scheduling 2–3 weeks out

Prefer email? Reach out at jason@nycolai.com

Common Questions

Before you book.

I'm not sure if I'm a fit. Should I still book? +

Yes. "Not sure if I'm a fit" is exactly the right reason to book. The call exists to answer that question. If it's a no, we'll both know in 10 minutes and you'll have a clearer sense of what would make it a yes. The only bad reason to book is if you have no intention of moving forward on anything in the next 90 days.

What if I need to cancel or reschedule? +

Email jason@nycolai.com at least 24 hours before the slot. I'll hold the time for you or release it for someone else. No penalty, no friction — things come up.

Can we do this over email instead of a call? +

Sometimes, yes. If your situation is clear-cut and you can describe the workflow, the team size, and what you've already tried in a few paragraphs, email works. Send it to jason@nycolai.com. If it needs back-and-forth, I'll suggest a call.

Is this a sales call? Will I get a pitch? +

No pitch deck. No multi-step funnel. If an audit makes sense, I'll say so and tell you what it would cost. If it doesn't, I'll say that. I'd rather have a short call that ends in a clear no than a long one that ends in ambiguity. My time is finite too.

I've already done an audit elsewhere. Can I go straight to a pilot? +

Possibly. If you have documented findings — bottleneck mapped, ROI estimated, use case identified — send them before the call and we can assess whether they're scoped tightly enough to move straight to a pilot proposal. If the prior work is solid, we don't need to repeat it.

Book a discovery call. Just a straight conversation.