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Automation Audit

Five minutes. One archetype.

Ten questions. You get back one of seven operator archetypes plus a recommended starting engagement, with price and delivery attached. The result is shown inline. Email is optional at the end if you want a longer-form writeup.

0 of 10 answered

Q1. How many people are in your company?

Just me 2–5 6–15 16–50 51+

Q2. What's your monthly revenue, roughly?

<$10K $10K–$50K $50K–$200K $200K–$1M $1M+

Q3. What's the single workflow that takes the most time in your week?

Lead response / qualifying Sales call follow-up Client onboarding Internal reporting / dashboards Document processing (invoices, contracts, intake) Patient/customer recall and outreach Something else

Q4. How does that workflow run today?

Entirely manual, every time Partially automated, mostly manual Mostly automated, manual catches the edge cases We have tools but nobody trusts them

Q5. What tools are you already using?

HubSpot Pipedrive Salesforce Stripe QuickBooks Twilio n8n Zapier Make Google Workspace Microsoft 365 An EHR or PMS Other

Q6. What's your team's relationship with AI tools right now?

Haven't tried any yet Using ChatGPT/Claude personally but nothing in workflows Tried a tool, didn't stick We have one or two working automations We have a working AI/automation layer

Q7. Are you in healthcare?

Yes, independent practice or clinic Yes, healthtech or MedTech SaaS Yes, billing/coding/RCM No Adjacent (life sciences, wellness, etc.)

Q8. What's your timeline?

This week This month This quarter Exploring, no deadline

Q9. What's your budget posture?

Under $2K, looking for a quick win $2K–$10K, ready to invest in one focused build $10K–$30K, want a system not a piece Continuous Build budget available (monthly) Not sure yet

Q10. What outcome would make this engagement obviously worth it for you? (optional)

Result shown inline. Email is optional after.

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AI workflow consulting for founder-run businesses. Built by operators with years inside companies that look like yours.

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