Draft, then accept
Anything that leaves the company stays a draft until a named person says send. Important facts stay proposed until that person accepts them. A model guess cannot replace an accepted fact.
Rules
A demo is not a production system.
A helper is useful only when a named person can reject the draft, the facts are written down, and the work runs in systems you already pay for. We will not set up a chatbot with no owner, and we will not promise a collections or revenue number.
Many firms sell testimonials. We sell the rules you can check before anyone writes a prompt.
- Outbound
- Human says send
- Facts
- Human accepts
- ROI promises
- None
The rules
What a live setup requires
Write permissions down
A helper that can click every app is a liability. The Field Survey names the tools the job already uses and the writes that wait for a go-ahead.
Your systems
AI seats and the fact list live in your accounts. We do not bury vendor cost inside a teaser monthly fee, and we do not rent you a bot you cannot leave.
No unsupervised advice
We will not set up unsupervised legal, tax, clinical, or collections advice to the public. Admin work stays admin work — not professional advice.
No promised numbers
We will not promise a collections cut, a close-rate lift, or a first-year savings figure. The survey names one success measure you already believe. We score live work, not a scripted demo.
A person sends
Software may draft replies and runbooks. A person at Helixfield accepts every note we send you. After launch, your named owner does the same on your job.
Ownership
What you keep
After a Field Survey
You keep the written map of the work, the ranked options, the recommended AI tools, and a 90-day plan. You do not have to buy an install.
After an install
The facts, the runbook, and the settings sit in your systems. AI licenses stay in your name. Helixfield keeps its general method.
What we do not sell
A subscription you cannot leave. A chatbot with no owner. A promised collections or ROI number.
Deliverables and fees are those in the accepted statement of work. Terms of Service and the rate card are public. A briefing is not an engagement.
Questions
Direct answers
Briefing
Name the owner before we pick the tools.
We will say whether a $9,500 Field Survey is the right first step — or that it is not.