Automation Blueprint for Your Business
Get a vendor-ready roadmap that stops revenue leaks and boosts bookings with no implementation required.
- Diagnose where leads, bookings, and cash are slipping through the cracks.
- Get a prioritized 30/60/90-day plan with ROI math you can hand to any team.
- Use our team or your own - we stay independent and advisory.
What You Get
Snapshot & ROI Model
Directional math on missed leads, slow follow-ups, manual booking, and review gaps.
Top 3-5 Automations
Specs, triggers, tools, acceptance criteria, and edge-cases.
SOP Checklists
Confidently handoff to your ops/IT or a 3rd-party implementer.
Vendor Shortlist
Options, pricing ranges, key questions to ask.
Handoff Call (60 min)
We walk your team through the plan and next steps.
How It Works (3 easy steps)
Step 1: Intake + Data Pull
10–15 min form + 30 min kickoff.
Step 2: Analysis & Planning
We map your lead→booking→service→review→invoice flow, quantify gaps, and draft specs.
Step 3: Delivery
Deliver PDF blueprint + handoff call. (Two minor edits included.)
Packages
Mini Audit
3–5 business days
- 1-page snapshot
- Top 2 automations
- Effort/impact matrix
- 30-min Q&A
Full Blueprint
10-day turnaround
- Full deliverable set
- 60-min handoff call
- $1,500 credit if you use us for the build
- Two minor edits included
Have questions?
Book a 10-min Fit CallFrequently Asked Questions
Do you implement?
We're advisory. We can introduce vetted partners or oversee them.
What if I already have tools?
Great—your blueprint will prioritize using what you have.
Guarantee?
If you don't feel the blueprint gives clear ROI and execution clarity, we'll refine it once at no cost.
Estimates are directional based on your inputs and benchmarks; we validate during the handoff.