Discovery & Automation Plan

Get Clarity Before You Commit

We audit your workflows, identify automation opportunities, and deliver a concrete execution plan—before you invest in implementation.

Book a Discovery Session

What a Discovery Plan Includes

1

Workflow Audit

We map your current operations, tools, and manual processes—step by step.

2

Bottleneck & Cost Analysis

We identify where time is wasted and what it's costing your business.

3

Automation Roadmap

We design a phased plan: which tools to use, what to automate first, and how to implement.

4

Clear Scope & Timeline

We define deliverables, phases, and realistic timelines—no vague estimates.

5

Cost Estimate

We provide a custom quote based on scope and complexity—not before we understand your business.

Outcome

A concrete, actionable plan—not generic consulting advice. You decide whether to move forward with implementation.

Who This Is For

✓ Teams Unsure About Automation ROI

You want to know if automation is worth the investment before committing.

✓ Complex Workflows That Need Expert Analysis

Your operations are too complex for DIY tools—you need a custom solution.

✓ Operations-Heavy Teams

You're drowning in manual tasks and need a clear path to automation.

✓ Businesses That Tried Automation Before

It didn't work last time. You need an expert to figure out why and how to fix it.

If you don't know where to start, start here.

How the Discovery Process Works

1

Initial Consultation

30–60 minutes

We discuss your business, workflows, and current tools to understand your operations.

2

Workflow Analysis

Async / 1 week

We review your processes, tools, and operational challenges in detail.

3

Roadmap Delivery

60–90 minutes

We present the automation plan: what can be automated, how, and at what cost.

4

Decision Point

Your choice

You decide whether to move forward with implementation—no pressure, no commitments.

Timeline: 1–2 weeks from booking to delivery

What Happens After Discovery

After the Discovery Plan, you have three options:

1. Implement with Us

We execute the plan and build the automation systems for you.

2. Implement Internally

You take the plan and build it with your own team.

3. Do Nothing (Yet)

You keep the plan for future reference—no pressure to act immediately.

No commitments. No pressure. You own the plan regardless of what you decide.

Why We Don't Offer Fixed Pricing

No two businesses operate the same way.

Your workflows, tools, and operational complexity define the scope—not a template. Pricing is determined after a discovery session, not before.

How Pricing Works

Step 1: Book a Discovery Session

We'll discuss your workflows, tools, and operational challenges.

Step 2: Receive a Custom Proposal

We'll define scope, deliverables, timeline, and cost—based on your actual needs.

Step 3: Decide & Begin

If it makes sense, we move forward. If not, you walk away with insights.

Ready to Understand What Automation Can Do?

Book a discovery session. We'll audit your workflows and deliver a concrete plan—no commitments required.

Book a Discovery Session Explore Services