How a solo practice handles the risks you should be asking about.
You fill out the mini assessment. I send a written read. If paid work makes sense, the scope, deliverables, timing, and price are confirmed in writing. An audit can include a working session, which is delivery you paid for.
I build for handoff. You own the systems, prompts, specs, and documentation after payment. Your team is trained to run the workflow without me. If I am unavailable, the work does not become a black box only I can operate.
I minimize what I request, use encrypted systems and limited access, keep client data separate, and do not use your proprietary data to train public models. The full plain-language policy is on the data handling page.
No system is failure-proof. Customer-facing work stays behind your approval gate, and production changes wait for your review. If a deliverable materially misses its written scope, tell me within 30 days and I will re-perform the deficient work.
A clear owner for the workflow, access to the smallest useful set of systems and examples, one person who can explain how the work really runs, and timely review at the approval gates. I do not need your whole data estate to fix one process.
The free mini assessment comes back in writing. Paid work is scoped as an audit, sprint, or month-to-month operating support. Every current price is on the services page.
Then take the report and build it. The audit hands you the workflow map, priorities, and plan. I make nothing on that path, and the recommendation does not change because of it.
The report is not wasted. A recommendation describes work that has not happened yet, and the build is where most of the cost and all of the risk sit. Pick the smallest item on the list, the one where you can name the person whose Tuesday gets better, and build only that. One workflow end to end, with the approval gate and the runbook, then look at the next one. If you want a second read on which item to pick, send the mini assessment form and mention the report you already have.
Send it. A written question gets a written answer.