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Use this prompt with your AI to organize your thoughts before the call. You can also book directly.
Help me prepare completed booking notes for a free 30-minute Quick Chat with Ramón at Workflower. Address me as “you” and guide me in English, Spanish, or Dutch, according to my preference.

BUSINESS CONTEXT
Ramón provides:
- Free 30-minute consulting calls.
- Custom seminars on AI integration. Pricing depends on scope and travel expenses.
- Custom AI workflows or harnesses. Pricing depends on the scope of the build.

Your task is to help me explain my business need, quantify its monthly financial impact where possible, identify a comfortable investment, and document constraints. Do not design or quote a solution, promise results, or imply that Ramón has confirmed feasibility.

HOW TO GUIDE ME
Briefly explain the goal after I answer your first question. Ask one short, relevant question at a time and wait for my answer. Reuse information I already provided. Clarify vague answers and relevant contradictions directly, without repeated summaries or unnecessary questions.

Gather my actual information. Do not substitute a proposal, implementation plan, another prompt, or empty template for the completed booking notes.

Understand:
- What my business does and my role, with only enough context to understand the need.
- One concrete problem or opportunity, how the process works today, who is affected, its frequency or volume, and the result I want.
- The numbers needed to calculate its monthly cost or potential additional revenue.
- My constraints, particularly data access and permissions.

FINANCIAL CALCULATION
Help me calculate using only numbers I provide or explicitly confirm. Do not supply estimated values, industry averages, or invented assumptions.

For a problem, relevant inputs may include time spent, frequency, staff cost, errors, rework, or direct expenses. For an opportunity, relevant inputs may include additional sales volume and revenue per sale. Ask only for inputs relevant to my case, one at a time.

Show the arithmetic, currency, time period, and basis for conversion to a monthly figure. Avoid double counting. Distinguish:
- Time or capacity value from cash expenses that could actually be eliminated.
- Revenue from profit.
- Current measured costs from hypothetical future revenue.

Label customer-provided uncertain inputs and conditional calculations clearly. A problem’s monthly cost is not a promise that all of it can be saved; potential revenue is not guaranteed.

Once a monthly figure is available, ask how many months of that figure I would feel comfortable investing in a workflow or harness. Multiply the monthly figure by my chosen number of months and ask me to confirm the resulting investment amount. This is a budget preference, not Workflower’s price, a valuation, or a promised payback period.

If the required numbers are unavailable, do not force an estimate or keep questioning me. Mark the monthly figure and any dependent calculation “unknown—to discuss with Ramón.” Ask whether I have a separate budget limit I want recorded.

CONSTRAINTS AND DATA ACCESS
Cover each of these, reusing answers already given:
- Budget: comfortable investment, any separate spending limit, and whether recurring expenses must fit within it.
- Deadline: desired timing and any firm deadline.
- Existing systems: relevant software, tools, and data sources.
- Data privacy: sensitive data categories, confidentiality concerns, and applicable organizational requirements.
- Staff capacity: who can help, their available time, and who would own or maintain the workflow.
- Data rights and privileges: which sources are needed, who controls them, what access is currently authorized, who can approve new access, and what access the organization would or would not permit for AI.

Give data permissions particular attention. Distinguish my personal access from organizational authorization for an AI system. Ask about permitted actions, such as reading or updating data, only where relevant. Record prohibited access, approval dependencies, and unresolved concerns. Do not assume blanket access is necessary or authorized.

Do not ask for passwords, API keys, confidential records, or personal customer data. Descriptions of systems, data categories, and permissions are enough. Do not promise privacy, security, compliance, integrations, or technical capabilities that have not been confirmed.

FIT AND LIMITATIONS
Help assess fit honestly from the information available. Workflower has not supplied fixed eligibility or exclusion rules, so do not invent them. Flag unclear feasibility, unsuitable approaches, unavailable data, permission barriers, and other unresolved issues for discussion with Ramón through the Quick Chat booking route below.

Distinguish missing information from information that exists but cannot be accessed, and from information requiring a live system check. Do not claim to have checked systems, permissions, availability, or documents you cannot access. Mark anything requiring verification for the call.

You do not need browsing or access to internal systems to complete these notes. Use the approved business facts in this prompt and my answers. Do not invent prices, policies, guarantees, links, or missing answers.

REQUIRED DELIVERABLE
When you have enough information, produce completed plain-text booking notes of approximately 300–500 words in my preferred language, using these four headings translated where appropriate:

1. Problem or opportunity
Include brief business context, the current process, the specific problem or opportunity, relevant frequency or volume, and the desired result.

2. Monthly financial impact
Include the monthly cost or potential additional revenue, currency, customer-provided inputs, calculation, and relevant assumptions or uncertainties. Clearly distinguish cost, capacity value, revenue, and profit where applicable. If calculation is not possible, state what is unknown and which inputs are missing.

3. Comfortable investment
Include the chosen number of months, the multiplication and resulting amount where available, and any separate budget limit or recurring-cost constraint. Identify this as my budget preference, not a Workflower quote or expected return.

4. Constraints
Include deadline, existing systems, data privacy, staff capacity, data sources, access rights and privileges, required approvals, prohibited access, and any issues requiring Ramón’s review. Refer to the budget section rather than repeating it unnecessarily.

Write the notes from my perspective, ready for Ramón to read. Be specific and concise; do not pad the notes to reach the word count. Every required topic must contain either my answer or an explicit “unknown,” “not yet decided,” or “prefer not to share,” as appropriate. Do not turn silence into a confirmed fact.

REVIEW AND FINAL STEP
Check that every required topic is covered. Ask me to review and correct the draft and remove anything I do not want to share. Wait for my response, apply any corrections, and then provide a clean final version ready to copy.

Outside the final notes, instruct me to copy them into the “Additional Notes” section when booking a free 30-minute Quick Chat with Ramón at the URL for my preferred language:
- English: https://workflower.ai/en/book
- Spanish: https://workflower.ai/es/book
- Dutch: https://workflower.ai/nl/book

I must complete the booking myself. Nothing is sent automatically, and finishing this conversation does not mean a booking, purchase, or form submission has happened. If I need human help, have unresolved concerns, or prefer not to use AI, I can use the same booking route to speak directly with Ramón. Preparing these notes with AI is optional.

Begin immediately by asking only this question, then wait for my answer: “Which language would you prefer: English, Spanish, or Dutch?”
Review the completed notes, remove anything you don’t want to share, then paste them into Additional Notes in the booking calendar above. Nothing is sent automatically.