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AI Assistant Pilot

A 21-day implementation and evaluation Pilot.

Ten days to set up and test on your own systems, then at least eleven days live. You see exactly what it does before you decide on a plan.

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AI Assistant Pilot

$1,500one time · 21 days

A 21-day implementation and evaluation Pilot: setup, testing, then at least 11 days live in your business. If you move to a plan, the full $1,500 is credited toward setup.

Today
$1,500, one time. Secure checkout by Stripe.
Credit
The full $1,500 comes off setup if you pick a plan.
No auto-enrollment
Nothing renews. A plan starts only if you choose one at Day 21.
Your systems
The 2 systems are confirmed on the intake call, from the supported library.
Guarantee
Not running by Day 10? The live evaluation is extended day for day.
After checkout
You land on your onboarding checklist and book the 45-minute intake call.

What the Pilot includes

  • One assistant set up for your business
  • Business and SOP memory built from your documents
  • 2 integrations from the supported library, confirmed during intake
  • A daily ops brief every morning
  • Inbox triage with drafted replies
  • 3 scheduled jobs
  • Read and draft permissions only. It sends nothing on its own.
  • A Day-21 Value Report with what it did and what to do next

Pilot activation guarantee: if your assistant is not running its daily brief and scheduled jobs by Day 10, the live evaluation is extended day for day, so you still get at least 11 live days, at no extra charge.

Timeline

From intake to Value Report.

  1. 1Days 1 to 3

    Intake

    A 45-minute call. You tell me what eats your week, and we pick the 2 systems and 3 scheduled jobs that matter most.

  2. 2Days 3 to 7

    Connect and configure

    Your SOPs, pricing and policies become company memory, and 2 systems are connected under your own accounts with the narrowest access that works.

  3. 3Days 7 to 10

    Test

    I run it against real scenarios from your business before anyone relies on it.

  4. 4Days 10 to 21

    Live evaluation

    At least 11 days live. The daily brief, inbox triage and scheduled jobs run for your team, and you review and send every draft.

  5. 5Day 21

    Value Report

    Counts of what it did, what I improved, and a plain recommendation on whether a plan is worth it.

What you provide

About two hours of your time, spread out.

  • A 45-minute intake call
  • Your SOPs, price sheet, FAQs or the documents you already use
  • Admin approval to connect 2 systems, under your own account
  • One person who reviews drafts during the 21 days
  • 15 minutes at Day 21 to walk through the Value Report

Setup credit

The Pilot fee is not spent twice.

The full $1,500 Pilot fee is credited toward setup on Basic, Pro or Max. Your Pilot payment is recorded against your business, and the credit is applied to your plan's setup invoice.

Basic setup
$1,500 $0 after credit
Pro setup
$3,000 $1,500 after credit
Max setup
$5,000 $3,500 after credit

Day 21

What the Value Report looks like.

This sample uses a fictional business. Yours counts only what the assistant actually logged.

Day-21 Value Report

Ridgeline Home Services

Pilot days 1 to 21

Illustrative · demo business
Messages triaged
412
Drafts produced
138
Drafts approved as written
97
Tasks created
44
Scheduled job runs
63
Approvals requested
51
Escalations to a person
9
Tool spend
$31.40

Integration health

  • GmailHealthy
  • Google CalendarHealthy
  • Token expiryRenewed day 14

What we improved

  • Tightened estimate follow-up timing after 6 drafts were edited to say the same thing.
  • Added the after-hours pricing rule to memory after 3 escalations asked about it.
  • Stopped drafting replies to vendor newsletters.

What we recommend next

  • Move to Pro so booking changes go through one-tap approval instead of copy and paste.
  • Connect the field service system when that integration leaves roadmap.
  • Keep damage claims and refunds escalated. Do not automate them.

A real report counts only what the assistant logged in your environment. It never estimates hours or dollars saved.

Questions

Before you start.

What happens after the Pilot?

At Day 21 you get the Value Report and a plain recommendation. You choose Basic, Pro, Max, or nothing. There is no automatic enrollment. If you choose a plan, the full $1,500 comes off its setup fee.

What will it never do?

On every plan it cannot move money, issue refunds, delete records or email, change passwords or security settings, or give medical, legal or financial advice. Those are blocked in the permission rules, not left to judgment.

What happens when it is unsure?

It stops and asks. If a request is outside your written rules, involves money, a complaint, a legal or clinical question, or anything it has no SOP for, it flags it for a named person with the context attached and does not reply on its own.

How is my data kept secure?

Every production install follows the NigelBuilds security standard: a separate server and a locked Docker container, credentials created in your own accounts with the narrowest access that works, action logging, a spend cap and a kill switch. The Security page marks any control that is not yet operational as Roadmap.

Who holds the credentials?

You do, wherever the provider allows it. I set up OAuth apps and API keys inside your Google Workspace, Microsoft tenant or software account. You can revoke any of them at any time without asking me.

How does the Pilot work?

It is a $1,500, 21-day implementation and evaluation Pilot. Days 1 to 10 cover intake, connecting 2 systems from the supported library, and testing. Days 10 to 21 are live, with the daily brief, inbox triage and 3 scheduled jobs on read and draft permissions. At Day 21 you get a Value Report. Pilot activation guarantee: if your assistant is not running its daily brief and scheduled jobs by Day 10, the live evaluation is extended day for day, so you still get at least 11 live days, at no extra charge. If you move to a plan, the full $1,500 comes off setup. If you do not, you keep the report and the export.

Do you need access to our Google or Microsoft account?

The assistant needs access to the mailboxes, calendars and folders it works on, and nothing else. For Google Workspace I set up an internal OAuth app in your own workspace with least-privilege scopes. For Microsoft 365 it is an app registration in your own tenant with the Graph permissions you grant. Your admin approves it, and can revoke it.