Offer
Automation Checkup
A focused review of your workflow to find what’s causing missed leads, admin chaos, late payments, and constant “fire drills.” You’ll leave with 3–5 practical fixes and a simple 30-day action plan.
What we review
- Lead capture → first response speed
- Scheduling + confirmations + reminders
- Deposits / invoices / getting paid faster
- Intake + onboarding + handoffs
- Admin repeat-work (templates, checklists, SOPs)
What you get
- Scorecard (what’s working vs. what’s leaking time/money)
- 3–5 Quick Wins (the first fixes worth doing)
- 30-Day Action Plan (simple steps, in the right order)
- Clear next step (DIY steps or a buildout recommendation)
Start the Checkup (Intake Form)
Prefer to talk first? Book a 15-min call.
Next step after the checkup (if you want it built): Bookkeeping Workflow Buildout.
FAQs
What is an Automation Checkup?
It’s a focused review of your current workflow (lead → booked → paid → delivered) to identify bottlenecks, time-waste,
and the first 3–5 upgrades that will create the fastest operational wins.
Do I need Zapier or Make?
Not necessarily. Many improvements can be done with simple tools you already use (email, calendars, forms, templates, spreadsheets).
If a connector tool makes sense, I’ll recommend it—but the goal is practical systems that actually get used.
What do I get after the checkup?
You’ll get a scorecard, a prioritized list of 3–5 quick wins, and a 30-day action plan.
If you want implementation help, you’ll also get a clear recommended package and timeline.
How fast can changes be implemented?
Many quick wins can be implemented within 24–72 hours once access and details are confirmed.
Larger buildouts typically take 7–14 days depending on complexity.
