Discovery Phase

Automation Audit & Roadmap

Most businesses don't know where they're wasting time until someone shows them. We do a 2-week deep dive into your operations and show you exactly where automation can save you money.

What You Get

  • Staff Interviews: 2-3 hours with your team to understand current workflows
  • Process Documentation: We map your existing workflows and identify pain points
  • Opportunity Analysis: Detailed breakdown of automation opportunities with ROI calculations
  • Priority Roadmap: 90-day implementation plan prioritized by impact vs. effort
  • Detailed Report: 15-20 page document you can use to justify investment

Typical Findings

Invoice Follow-up Automation
8 hours/week saved = $18,720/year
Sales Pipeline Dashboard
6 hours/week saved = $14,040/year
Report Generation Automation
4 hours/week saved = $9,360/year
Most Popular

Automation Implementation

We build custom automation for your specific workflows. Single-project focused with measurable ROI and fixed delivery timeline.

Common Projects

Invoice-to-Payment Automation

Connect your accounting system to automated reminder workflows, payment tracking, and AR dashboards.

Real-Time Business Dashboard

Grafana dashboard pulling from CRM, accounting, and operations. Mobile-accessible, updates in real-time.

Support Ticket Automation

Jira Service Management workflows for customer support, with auto-routing, SLA tracking, and reporting.

Sales Pipeline Automation

CRM workflow automation, lead scoring, follow-up sequences, and pipeline visibility dashboards.

What's Included

  • Custom workflow design and configuration
  • System integration and data synchronization
  • Testing and quality assurance
  • Staff training (2-4 hours)
  • Complete documentation
  • 30-day post-launch support

Technology We Use

Zapier Make.com Grafana Jira SQL Python APIs
Ongoing Partnership

Automation Retainer

Your fractional automation and operations lead. We become an extension of your team, continuously improving processes and building new automation as your business evolves.

What's Included

  • Dedicated Time: 10-20 hours per month reserved for your projects
  • Continuous Improvement: Ongoing optimization of existing automation
  • New Projects: Build new automation as needs arise
  • Dashboard Maintenance: Keep your real-time dashboards running smoothly
  • Priority Support: Same-day response for urgent issues
  • Strategic Planning: Quarterly reviews to identify new opportunities
  • Training: Ongoing staff education as team grows

Typical Month Activities

Week 1-2

Build new automation for customer onboarding (6 hours)

Week 2

Update dashboard to include new product line metrics (3 hours)

Week 3

Troubleshoot integration issue with accounting system (2 hours)

Week 4

Train two new hires on automation workflows (2 hours)

Ongoing

Monitor systems, respond to questions, plan next month (2 hours)

Who This Is For

Companies that have already implemented automation and want ongoing support, or fast-growing businesses that need continuous process improvement without hiring full-time.

Which Service Is Right For You?

Audit Implementation Retainer
Best For Discovery phase, need roadmap Single project, clear scope Ongoing support, multiple projects
Timeline 2-3 weeks 4-6 weeks Month-to-month
Investment $2,500-3,500 $5,000-12,000 $2,000-5,000/mo
Deliverable Report & roadmap Working automation Continuous improvement
Next Step Schedule Call Start Project Discuss Options

Not Sure Which Service You Need?

Schedule a free 15-minute call. We'll discuss your situation and recommend the right approach.

Schedule Free Consultation