automation triage sprint
Map the broken workflow before you pay for a build.
A paid diagnostic for professional-services firms that know a workflow is leaking time, follow-up, or ownership, but do not yet know what should be automated first.
01 inputone real workflowlead intake, document chase, CRM follow-up, candidate intake, or AI answer prep.
02 mapcurrent handofftools, people, owners, exceptions, failure points, and approval boundaries.
03 rankfirst useful automationwhat to automate first, what to leave manual, and what must be cleaned before build.
04 quotefixed scopea build quote and delivery shape within 48 hours after intake.
05 decidebuild or stopmove into a 3-5 week build, or keep the map and leave it manual.
fitWho this is for
This is for owner-led or ops-led services firms where the same operational mess repeats every week.
- leads arrive, but ownership and follow-up are unclear
- client documents arrive across inboxes, portals, and chats
- recruiters or consultants copy the same data between tools
- CRM stages do not tell the team what happens next
- AI could help with preparation, but approval and source checks matter
scopeWhat you get
- 45-minute workflow intake call
- current-state workflow map
- tool stack and data handoff notes
- automation opportunity ranking
- first-build recommendation with human approval boundaries
- fixed-scope implementation quote within 48 hours
commercial rule
If the workflow is not worth automating yet, the useful answer is "do not build this." The triage still gives you the map.
notWhat this is not
not included
- a free discovery call disguised as consulting
- a generic AI agent proposal
- legal, tax, or compliance advice
- a guaranteed ROI calculation
- a full implementation build
included
- workflow diagnosis
- automation priority
- scope boundary
- build/no-build recommendation
- fixed quote for the next step
priceTwo entry sizes
- EUR 750 - one workflow, one primary handoff, one fixed-scope quote.
- EUR 1,500 - broader stack review across multiple related workflows.
The fee is credited against the implementation if you sign the build within 14 days. If you do not build, you keep the workflow map and recommendation.