🎯 Pick a Business Process to Transform
Identify the right process for maximum impact
Most executives we speak with have a few things in mind when we ask them - what process is currently costing you the most money?
Don't try to "fix everything." Instead, look for one process that fits into one of the three buckets below.
1. Revenue Generating Tasks (The "Unlock" Bucket)
Focus: Freeing up your best talent to generate new value. Think about where your most expensive or talented people are getting bogged down. If you could reclaim 20% of their week, could they close more deals, build better products, or serve more customers?
Ask yourself: "Where is my team doing 'busy work' that prevents them from selling or strategizing?"
Look for: Sales outreach, personalized marketing content, customer onboarding, or drafting proposals.
2. Operating Expenses (The "Efficiency" Bucket)
Focus: Reducing the cost of doing business. Identify the tasks that happen frequently, consume a lot of hours, and require little "human" judgment. These are the administrative burdens that bloat your overhead.
Ask yourself: "What is a necessary evil that we spend way too much time and money on?"
Look for: Invoice processing, scheduling, data entry, report generation, or answering Tier 1 support questions.
3. Error-Prone Tasks (The "Quality" Bucket)
Focus: Reducing risk and costly mistakes. Find the processes where "human error" is a constant worry. These are often complex routines that require high accuracy, strict compliance, or intense inspection.
Ask yourself: "Where do we constantly have to double-check work or fix mistakes after the fact?"
Look for: Contract review, compliance checks, transferring data between systems, or quality assurance inspections.
What Bucket does your process best fit into?
Describe the current process in as much detail as possible
This will be sent to you with the full report.
💰 Cost Calculator
Calculate the financial impact of your current process
Q1. Task Frequency & Volume
How many times per month is this specific process performed across the entire company?
Q2. Human Time per Instance
On average, how many minutes does it take a human to complete one instance of this task (including switching tabs, logging in, thinking time)?
Q3. Annual Salary
What is the average annual salary of the employee doing this task?
Q4. The "Cost of Error"
What is the estimated financial impact of a single human error in this process (e.g., lost lead, refund, compliance fine, reputation damage)?
💰 Your Monthly Cost
⚙️ Complexity
Check how complex the process is
Q5. You know better than anyone, please choose one of the following:
Q6. Software Count
List all the software platforms involved in this workflow (e.g., Outlook, Salesforce, Google Sheets, Slack, PDF Parser).
• 1-2 Software: Simple and fast.
• 3+ Software: Quite complex
Q7. More than just a Copy-Paste Task?
Does this task require higher-level skills that aren’t simple copy and paste? For example categorizing, replying, and syncing data from unstructured text (e.g., emails, PDF Invoices, call transcripts) and making decisions/judgement?
• Yes - Requires AI/Decision Making
• No - Simple Copy/Paste
Q8. Data Stability
Is the data for this process unstructured (emails/phone calls/PDFs) or structured (databases/tables/API)
🚦 Readiness
How fast can you start the project
Q9. Process Documentation
Is there a current Standard Operating Procedure (SOP) or video documenting this process step-by-step?
• Yes: Ready to build.
• No: You might need a "Discovery & Mapping Workshop" ($2k-$5k) before building the solution.
Q10. I have allocated budget for implementing new technology, AI, and automation.
Q12. Authorization Level
Do you own the budget and admin permissions for the software tools involved?
📊 Your AI Readiness Score
Real-time analysis of your automation opportunity
Monthly Waste
Lost productivity per month
Annual Waste
Total yearly cost
Complexity Score
Automation difficulty
Readiness Level
Implementation ready
Apps Involved
AI Required
Data Type
💡 Recommendation
📨 Unlock More Recommendations and the Chance for a Free AI Consultation Call!
Submit your information to receive even more information and support.