Getting set up
Plan a small AI project before hiring anyone
Turn a vague automation idea into a clear scope, test, and handover.
Editorial draft prepared for owner review · Updated 2026-11-12
Write down the job
Describe what happens now, what is repetitive, and what a better result looks like. Use sample information instead of private records.
Check what you already use
Ask your current IT or software provider whether the task is supported. Discuss setup, subscriptions, ownership, and maintenance.
Request a written first step
Ask for a small scope, clear deliverables, a test you can observe, and a handover plan. Compare proposals before committing.
Before you spend
Request a quote separating setup, recurring subscriptions, training, and support. Ask what happens when requirements change.
Keep ownership of accounts. Use permission-based access rather than sharing passwords, and agree how to remove access afterward.
Questions to ask
- What will I learn or receive, and how will we check that it works?
- What is the total price, including subscriptions and follow-up?
- Can you show a relevant example without exposing another customer’s information?
- Will I own the accounts, files, and work when the project ends?
- What information do you need, and how will you protect it?