Prepared exclusively for Business Owner

Find The Manual Work. Automate The Highest Leverage First.

A tailored strategy to solve your most critical challenges and unlock growth.

📅 June 2, 2026 👤 Prepared by Jason 🔒 Confidential

Where You Are Today

We've taken the time to deeply understand your current situation. Here's what we identified.

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You can feel the drag — but can't pinpoint it

Manual work hides in the handoffs between people, the copy-paste between tools, and the 'just this once' exceptions that became permanent. Without a real audit, you end up automating the wrong things and the drag stays.

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Tool-first thinking burns budget

Most automation projects start with a tool — Zapier, Make, n8n, GHL — before mapping the workflow. The tool ends up shaping the business instead of the other way around, and you're locked in by month three.

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Quick fixes don't compound

A one-off automation saves time once. A coherent automation system saves time forever — and makes the next automation ten times cheaper to build. That difference comes from architecture, not from speed of execution.

An audit-first automation engagement. Quick wins fast — without the lock-in.

I start by mapping where your team actually spends time, score each workflow by leverage, and recommend the right tool per workflow — not one tool for everything. Then I ship the highest-impact automations first so you see ROI in week two, not month three. The architecture compounds: every automation makes the next one cheaper.

Services & Deliverables

Everything you need — built, delivered, and ready to run.

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Phase 1 — Workflow Audit

  • 30-minute interviews with you and key team members
  • Map every recurring workflow — who does what, how often, in which tool
  • Score each workflow by leverage: hours saved per month × strategic impact
  • Deliver: prioritized opportunity map with effort/impact scoring
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Phase 2 — Automation Roadmap

  • Tool recommendation per workflow — right tool for the job, not one tool for everything
  • Data architecture so automations share a source of truth
  • Build order optimized for compounding — wins that make later wins easier
  • Deliver: roadmap doc + budget envelope, reviewed before any build
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Phase 3 — Build Wave One

  • Top 3–5 automations built and live in the first two weeks of build
  • Error handling, retries, and notifications — production-grade from day one
  • Documentation your team can read and extend without me
  • Deliver: live automations + a measurable hours-saved baseline
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Phase 4 — Iteration + Retainer

  • Wave 2, Wave 3 — keep shipping against the roadmap
  • Monitoring and quarterly review of time saved and cost per run
  • New workflows as the business evolves — no re-onboarding tax
  • Optional retainer for ongoing optimization and net-new builds

How We Get There

A clear, phased approach so you always know what's next.

1
Workflow Audit Week 1

Interviews, workflow mapping, leverage scoring. Executive briefing.

2
Roadmap + Quick Wins Week 2

Tool recommendations, data architecture, prioritized build order.

3
Build Wave One Weeks 3–4

Top automations built, deployed, and measured. ROI visible by end of week 4.

4
Iteration + Retainer Ongoing

Further waves, monitoring, optimization. Aligned incentives, long-term.

How Your System Works

A visual breakdown of your build — from first touch to close.

No Yes Discovery Call Workflow Audit High Leverage? Park For Later Tool Recommendation Build + Deploy Measure Time Saved
Ready to move forward

Tell me what your business does and where it hurts.

Send me a few times you're free this week. We'll spend 30 minutes on a discovery call — I'll come with the right questions to identify your highest-leverage automations before we even talk tools.