A time map
Every recurring task, ranked by hours spent per week.
DISCOVERY
The first call ends with a shortlist, not a deck.
The discovery maps every recurring task in your operation, ranks each one by automation potential, and scopes the top workflow. You see the shortlist within five business days.
How the discovery runs.
A 30-minute call to learn your operation, then a working week inside your files, calendar, and inbox. We do not need system access. Your exports are enough. The deliverable is a written shortlist with the first workflow scoped and ready to deploy.
What we look at.
- Recurring outbound tasks: recall, confirmation, follow-up, rescheduling.
- Recurring inbound tasks: routing, triage, intake forms, FAQ replies.
- Documentation and reporting that follow a stable template.
- Anything your team does more than ten times a week with low variance.
What you receive.
An automation shortlist
Three to five workflows we can take off your team, ranked by return on investment.
The first workflow, scoped
Voice, escalation rules, calendar sync, measurable output. Ready to deploy.
A measurement plan
How the hours handled will be counted and reported each week.
What the discovery isn’t.
It isn’t a software recommendation, a vendor comparison, or a strategy slide. We do not propose tools you should buy. We propose work your team should stop doing.
What if the shortlist is empty?
We tell you. About one in three first discoveries finds nothing worth deploying in the first cycle. You keep the discovery, and you do not get charged for an engagement that doesn’t run.
Bring one workflow. Leave with a shortlist.
Bring a task that takes too long. We will tell you whether the fit is right and what the first thirty days would look like in bookings.
Book a 30-minute discovery
No deck. No follow-up sequence. The call ends when the question does.