Finance & wealth / ONE PERSON COMPANY · AI COLLABORATION
FREE CHECK · FIND YOUR AI STARTING POINT

Turn professional experience
into repeatable work.

Build an OPC way of working: you direct, AI assists. Start by finding which parts of your service could work better.

See your results before choosing a next step · No sensitive client uploads

Client acquisition & responseService deliveryKnowledge assetsTeam collaborationProcess & automationCost & capacitySEE THE WHOLESIX DIMENSIONS
↗Your judgment. AI-assisted everyday work.
ILLUSTRATIVE STRUCTURE · NOT A CLIENT RESULT
3–5 MIN

Find your OPC starting point

12

Professional service industries

01 → 90

One workflow to a 90-day roadmap

LESS FRICTION. MORE ROOM TO GROW.

The everyday friction of a small practice.

Start by seeing what needs your judgment and what can become a repeatable collaborative workflow.

01

Too many roles, one person

Alongside client work, you answer enquiries, find sources, create content and track tasks. Identify what consumes your time.

02

More clients, more loose ends

Needs live across messages and email. Who is waiting and what happens next often depend on your memory.

03

Expertise is hard to reuse

You find the same sources and rewrite similar proposals. Turn experience into knowledge, templates and checklists.

04

Growth without immediate hiring

Separate your judgment from AI-assisted tasks. Test one reviewable workflow before deciding how to grow.

ONE EXPERT. A CONNECTED AI TEAM.

From doing it all to directing an AI team.

An OPC organizes clear supporting roles around your expertise. You own client relationships, direction and key reviews; AI helps organize and prepare everyday work.

01 / AI SUPPORT

Client-response assistant

Organize enquiries, draft responses and surface follow-ups.

02 / AI SUPPORT

Knowledge assistant

Retrieve sourced information, organize records and flag gaps.

03 / AI SUPPORT

Delivery assistant

Prepare proposals, reports or content using your method for your review.

04 / AI SUPPORT

Operations assistant

Summarize progress and organize tasks with traceable handovers.

OPC INDUSTRY EXPERIENCE · YOU DIRECT, AI PREPARES

Choose an industry. See how one task is shared.

Imagine running a solo practice and receiving a client document pack. An assistant checks missing items and prepares next steps; you review and decide. Try that handover with sample records below.

Finance & wealth

Client needs & research support

01

You set the task

Choose a fictional client scenario and the records received, just like starting a real job. No technical knowledge needed.

02

The assistant prepares

Run the check to see what is present, what is missing and what needs a follow-up, organized into a clear checklist.

03

You review and deliver

Review open questions, then generate a downloadable draft. You make the final judgments; the assistant prepares the groundwork.

An OPC starts here: one accountable person, a supporting workflow.

About 2 minutes · fictional samples · rules-based simulation to explain roles; no live business connections or client contact.

Try this industry workflow ↗
UNDERSTANDING YOUR OPC

Eight questions about building your OPC.

What is an OPC? Do I still do everything myself?

Here, OPC means a way of running a business around personal expertise, supported by AI and collaborative workflows. You own direction, relationships and key judgments, while suitable assistants support repeatable preparation and follow-up.

Does this approach suit a business with a few employees?

Yes. OPC Check also serves lean professional teams. The focus is clearer responsibilities, shared knowledge and delivery workflows so people can work more effectively with AI.

Where can the twelve industries start?

Start with frequent, time-consuming work: document checks, receipt collection, case summaries, proposals, client intake, content, appointments or project progress. The assessment adapts to your industry and main friction.

How is an AI team different from using a chat tool?

The difference is connecting knowledge, roles and workflows. Each assistant needs clear inputs, outputs, permitted sources and review points, with usable handovers. Validate one workflow before extending it.

Do I need many tools or a technical team first?

Start with one repeatable job, authorized samples, existing templates and quality standards. Then determine what tools and connections are needed. The assessment helps identify that starting point.

What stays with me or a qualified professional?

Keep clear ownership of client relationships, commitments and professional judgments. Important conclusions and external actions need appropriate professional review and authorization.

What do results tell me, and do I need client records?

Results assess operational efficiency and AI readiness separately, then suggest priorities and time scenarios. They do not invent rankings or guarantee returns. No sensitive client records are needed; basic results are immediate and full PDFs require your consent.

What is the first OPC step after the assessment?

Choose one priority workflow, record baseline time and quality, prepare sources and a checklist, and run reviewed sample trials. Use the findings to decide on AI roles, task connections and further automation through a 30/60/90-day roadmap.

YOUR EXPERTISE. YOUR AI TEAM.

Give your expertise
an AI support team.

Start with your business today. Find one useful task for AI to assist with.