C-01High Potential
Included With Every Pack
Month-End Close
Know your numbers by the 10th instead of the 25th, without a week of chasing.
One-Week Ops Diagnostic · Chicago
The Pack Library.
We map three of your workflows end to end, price each one per year from your own books, and tell you what to automate first. Forty templates, three packs, and a fixed fee you can see before you talk to anyone.
40 Workflow Templates3 PacksFixed FeeFive Business DaysPriced From Your Books
The Promise
In five business days you get a dollar figure on every workflow we map — and a ranked answer to what you should automate first.
Three Packs.
Core is included with every engagement. Add the pack that matches how you make money, then pick any three workflows from the catalogue below.
Recommended Bundles.
Four selections we build most often, each chosen because the three workflows compound on one another.
E-Commerce Snapshot
For Shopify, Amazon, and DTC brands
- E-01 Order to Cash
- E-02 Marketplace Settlement Reconciliation
- C-02 Accounts Payable
Order flow, payout reconciliation, and bills — the three places margin disappears without anyone noticing.
Agency Snapshot
For Marketing, creative, and consulting agencies
- S-04 Time Capture to Billing
- S-10 Client Status Reporting
- C-03 Accounts Receivable & Collections
Unbilled hours, reporting time, and slow collections are the agency profit leaks.
Trades Snapshot
For Contractors, installers, and field service
- S-02 Estimate / Proposal to Contract
- S-08 Field-to-Office Data
- S-06 Job Costing & Close-Out
Quote speed, field paperwork, and job margin decide whether a busy year is a profitable one.
Professional Services Snapshot
For Firms that sell expertise by the hour or retainer
- S-01 Lead Intake & Qualification
- S-04 Time Capture to Billing
- C-01 Month-End Close
Lead response, time-to-bill, and a faster close give you both cash and clarity.
The Workflow Catalog.
40 of 40 Shown
C-02High Potential
Included With Every Pack
Accounts Payable
Stop paying late fees and duplicate bills; approve from your phone in seconds.
C-03High Potential
Included With Every Pack
Accounts Receivable & Collections
Invoice the day work ships and get paid two weeks sooner.
C-04Medium Potential
Included With Every Pack
Payroll & Contractor Payments
Run payroll without the last-minute scramble for hours and corrections.
C-05High Potential
Included With Every Pack
Expenses & Receipts
No more shoebox month; receipts land coded before you ask.
C-06Medium Potential
Included With Every Pack
Sales Tax & Compliance Filings
Filings on time, from data you already have, with nothing rebuilt in a spreadsheet.
C-07High Potential
Included With Every Pack
New Customer / Client Onboarding
A new customer is set up everywhere in an hour, not a week, and nobody re-types their address.
C-08High Potential
Included With Every Pack
Vendor Onboarding & W-9
Every vendor has a W-9 and payment terms on file before their first bill is paid.
C-09Medium Potential
Included With Every Pack
Employee Onboarding / Offboarding
New hires are productive on day one; departing staff lose access the same day.
C-10High Potential
Included With Every Pack
Weekly KPI Pulse
Your Monday numbers arrive without anyone building them.
C-11Medium Potential
Included With Every Pack
Shared Inbox & Request Triage
Nothing falls through the info@ inbox, and the owner stops being the router.
C-12Low Potential
Included With Every Pack
Document & SOP Maintenance
The way you do things lives somewhere other than one person’s head.
E-01High Potential
E-Commerce
Order to Cash
Every order flows from checkout to the books without anyone re-typing it.
E-02High Potential
E-Commerce
Marketplace Settlement Reconciliation
Know exactly what Amazon and Shopify kept, and why the payout never matches sales.
E-03High Potential
E-Commerce
Inventory Replenishment & POs
Reorder before you stock out, without a weekly spreadsheet ritual.
E-04Medium Potential
E-Commerce
Receiving & Put-Away
What you paid for is what went on the shelf, and the books agree.
E-05High Potential
E-Commerce
Returns & Exchanges (RMA)
Returns handled in minutes, refunds on policy, and returned stock back on sale fast.
E-06Medium Potential
E-Commerce
Chargebacks & Disputes
Win more disputes with evidence pulled automatically, and book the ones you lose correctly.
E-07Medium Potential
E-Commerce
Product Launch
From idea to live listing in a predictable number of days, with nothing forgotten.
E-08High Potential
E-Commerce
Catalog & Listing Maintenance
Change a price once and it is right everywhere.
E-09High Potential
E-Commerce
Customer Support Tickets
“Where is my order?” answers itself, so your team handles the conversations that matter.
E-10High Potential
E-Commerce
Wholesale / B2B Orders
Wholesale orders invoiced on ship date and paid on terms, not whenever someone remembers.
E-11Medium Potential
E-Commerce
Campaign to Send (Email / SMS)
Campaigns go out on schedule with results you can tie to revenue.
E-12Medium Potential
E-Commerce
Influencer & Affiliate Payouts
Partners paid accurately and on time, with every payout traceable to sales.
E-13Medium Potential
E-Commerce
Shipping Exceptions
Lost packages get claimed and customers get answers before they ask.
E-14Medium Potential
E-Commerce
COGS & Landed Cost Updates
Margins by product that include freight, duties, and the price increase you forgot.
S-01High Potential
AgencyTradesProfessional
Lead Intake & Qualification
Every inquiry answered within the hour and logged where the whole team can see it.
S-02High Potential
AgencyTradesProfessional
Estimate / Proposal to Contract
Quotes out same day, signed online, deposit collected before work starts.
S-03Medium Potential
AgencyTradesProfessional
Project / Job Kickoff
A signed deal turns into a scheduled, staffed job with a briefed client the same day.
S-04High Potential
AgencyProfessional
Time Capture to Billing
Bill every hour you worked, within days of working it.
S-05Medium Potential
AgencyTrades
Change Orders
Extra work gets priced and approved before it is done, not argued about after.
S-06High Potential
AgencyTrades
Job Costing & Close-Out
Know the margin on every job before the final invoice goes out.
S-07Medium Potential
Trades
Scheduling & Dispatch
Crews know where to be, customers know when, and same-day changes do not become chaos.
S-08High Potential
Trades
Field-to-Office Data
Photos, receipts, and forms from the field land in the right job folder and the books automatically.
S-09Medium Potential
Trades
Subcontractor Management & Lien Waivers
Subs paid on time with waivers and insurance on file, so nothing comes back to bite you.
S-10High Potential
Agency
Client Status Reporting
Client reports that build themselves, so account managers spend the time on the story.
S-11High Potential
AgencyProfessional
Retainer Renewals
No retainer quietly lapses; every renewal gets a conversation 60 days out.
S-12Medium Potential
AgencyTradesProfessional
Client Offboarding & Final Billing
Clean endings: final invoice out, files handed over, access removed, review requested.
S-13High Potential
AgencyTradesProfessional
Review & Referral Requests
Happy customers are asked at the right moment, and referrals are tracked to revenue.
S-14Low Potential
AgencyTradesProfessional
Capacity & Staffing Plan
Decide to hire or sub out from the numbers, not from how tired everyone is.
Your Workflow Snapshot.
Slot 1Empty — add a workflow from the catalog.
Slot 2Empty — add a workflow from the catalog.
Slot 3Empty — add a workflow from the catalog.
Business Size
Fixed Fee
$1,500
Pick three workflows and we will tell you which one to automate first.
3 More To Choose
We reply within one business day with a proposed discovery slot.