Choose the workflow
Confirm the business type, repeated workflow, weekly volume, current tools, pain points, and human approval boundaries. If the workflow is too vague, the right next step is gathering clearer examples, not rushing into automation.
How it works
A 72-hour path from workflow notes to a practical automation decision.
The goal is not to automate everything. The goal is to find the first workflow improvement that is useful, safe, and specific enough for a service business to act on.
Map the work
Break the workflow into trigger, inputs, handoffs, tools, waiting time, rework, customer-visible moments, owner review, and failure modes.
Score the opportunities
Rank candidates by expected time saved, evidence strength, AI assistance mode, implementation complexity, customer/revenue risk, data sensitivity, human oversight clarity, tool readiness, and how easy it is to test safely.
Draft the report
Produce the workflow inventory, ranked payback map, first agent pilot ticket, 30-day plan, assumptions, verification questions, and not-to-automate section.
Quality review
Check that the report is customer-safe: no fake testimonials, no ROI promises, no invented data, no live secrets requested, and no suggestion to automate sensitive decisions without review.
Delivery decision
You leave with a clear first move: pilot it, defer it, or gather more evidence. Implementation can be scoped separately after the report.
Preparation questions
What to bring before the audit starts.
These questions are enough to create a useful report without handing over passwords, customer lists, or private system access.
Workflow context
- What workflow repeats every week?
- How often does it happen?
- Who touches it from start to finish?
- Where do delays, mistakes, or rework show up?
- What customer expectation is affected?
Safety context
- Which tools are involved?
- What data is sensitive?
- What must stay human-reviewed?
- What would make automation risky?
- How would success be measured in 30 days?
Evaluation rubric
How opportunities are scored.
Payback
Time saved, speed improved, missed work reduced, estimated value range, and whether the work happens often enough to matter.
Confidence
How much evidence exists versus assumptions that need verification.
Complexity
Number of tools, handoffs, edge cases, and operational changes required.
Risk
Customer visibility, money movement, sensitive data, compliance, brand voice, and irreversible actions.
First-pilot clarity
Whether the first step can be described as a small, testable, human-reviewed agent pilot ticket.
Cost of inaction
Simple math for admin time, delayed follow-up, rework, and implementation waste so you can judge whether the $299 report is worth it.