The Automation
Opportunity Scorecard
Find the hidden payroll in your business — what you're paying humans every year to do robot work. This is the same first pass we run in every paid discovery. Every number below is yours; the math just adds it up.
List & price your five most repetitive workflows
Follow-up chasing, reporting, scheduling, invoicing, data re-entry, status updates — anything done the same way every week. Loaded rate = salary + taxes + benefits + overhead per hour. If it's your time, use what an hour of your time is really worth.
Losing revenue to slow follow-up or dropped leads?
Only fill this in if you can point to a real leak — deals that die because nobody got back to them in time.
Score automation fit for your #1 workflow
Rate each signal 1–5. This tells you whether your biggest number is actually buildable — value without fit is a project that fights you.
Read your verdict
Honest math, both directions. Sometimes the right answer is "leave it alone" — and anyone who tells you otherwise is selling, not solving.
Leave it alone
Automating this costs more than it saves. Keep it human and move on.
Real, but small
Fix it with off-the-shelf tools, a well-configured CRM, or a light AI-agent skill before commissioning custom work.
This is a build
At this value, custom automation pays for itself at least twice over in year one. Demand that math from any vendor — including us.
Email me my results
We'll send your full breakdown — every workflow priced, your fit score, and your verdict — straight to your inbox. Nate is copied so you can reply with questions.