Automation Review
Get a prioritized automation roadmap
For $999, we turn your workflow bottlenecks into a clear report: 3–7 opportunities ranked by impact and effort, the tools and costs for each, a quick-wins plan, and a review call to choose the best next step. Delivered within 3 business days.
What is included
A structured report covering what to automate first, why it matters, and what to do next.
Kickoff + async discovery
We learn the workflow, the people involved, and where work gets stuck.
Impact vs. effort ranking
You get 3–7 opportunities mapped by impact and effort, so the quick wins stand out from the bigger projects.
Tool stack with costs and ROI
For each opportunity: the tool we recommend, what it costs, the hours it saves, and the ROI math.
Report walkthrough call
We go through the report slide by slide and choose the next step together.
$999 fixed fee
45-minute kickoff call
Async team input
Report in 3 business days
Executive summary
Impact vs. effort matrix
Tool costs + hours saved
Quick-wins plan
Larger opportunities, scoped separately
30-minute walkthrough call
How it works
Kickoff call
~45 min
We align on the main bottlenecks, the people involved, and the workflows worth investigating first.
Async discovery + analysis
Within 3 business days
We ask follow-up questions, gather input from the right people or teams, estimate impact, and build the ranked report.
You get the report before anyone starts building.
Walk through the report
~30 min
We go through the report slide by slide, answer questions, and choose the best next step: DIY, a one-off build, or ongoing support.
FAQ
What do you need from me?
Start with the free call.
What do you need from me?
Start with the free call.
Start with the free 15-minute diagnostic call so we can confirm the first bottleneck. If the review is a good next step, we send a short intake and the $999 payment link, then book your kickoff call.
What do I receive?
A structured report and walkthrough call.
What do I receive?
A structured report and walkthrough call.
You receive a short, structured report within 3 business days of the kickoff: an executive summary, 3–7 opportunities mapped by impact and effort, the recommended tool for each with costs and hours saved, ROI math, a quick-wins plan, and the larger opportunities worth scoping. We then walk through it together on a 30-minute call.
What if we already use Claude, ChatGPT, or other AI tools?
We include that in the review.
What if we already use Claude, ChatGPT, or other AI tools?
We include that in the review.
We look at how those tools are used today, then recommend where a better workflow, prompt structure, workspace, or custom build would create the most value.
Is this a custom automation build?
No. The build is scoped separately.
Is this a custom automation build?
No. The build is scoped separately.
No. The review gives you the report and first action plan. Custom integrations, agents, AI workspaces, and production workflows are scoped separately after the review.
What if we want ongoing help after the review?
That is what Automation Support is for.
What if we want ongoing help after the review?
That is what Automation Support is for.
Many teams keep working through the report with us on a monthly plan called Automation Support: a hands-on engineer for two live working calls a month, unlimited async support between calls, and a running log of everything we ship together.
What about the money-back guarantee?
Applies to the paid Automation Review only.
What about the money-back guarantee?
Applies to the paid Automation Review only.
If we cannot deliver the report and walkthrough call, we will refund the $999 in full.
No commitment required. Questions? Use the contact page anytime.