Automation Discovery Sprint
Two weeks on the one process everybody complains about - lead intake, invoice reminders, report assembly - ending with a working prototype and a clear decision about running it for real.
What you receive
A working prototype of one automated workflow (n8n, Make or Zapier), a handover document, and a go/no-go decision with the real cost to run it.
What's included
- One workflow chosen together - lead intake to CRM, invoice reminders, report assembly, onboarding steps
- Current-state map with time and cost per run
- Tool selection with a bias toward what you already pay for
- A working prototype on test data
- Error handling, notifications and a run log
- Handover document and a 45-minute walkthrough
Scope limits
- One workflow, up to roughly eight steps
- Tool subscriptions are billed by the vendors
- Production rollout and monitoring are quoted, or covered by Advisory
- Custom code beyond small scripts is scoped separately
How it works
- Choose
The workflow with the best ratio of pain to complexity.
- Map
How it really runs today, including the copy-paste steps nobody admits to.
- Prototype
Built on test data, with error handling from day one.
- Decide
Walkthrough, handover, and an honest call on whether to run it.
Questions
Do I need to buy new software?
Usually not. Most small-business automations run on tools you already have plus one connector.
What if the prototype shows it isn't worth automating?
That's a good outcome too - you find out for $1,200 instead of a six-month subscription.