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Repetitive task and automation review

One week to find the repeat work that is eating your team's time, and a short list of what to hand off first.

Length
1 week
Price
From $1,500
Start with this one
Is This for You?

It fits if any of these sound familiar

  • Someone retypes the same information into more than one place.
  • Follow-ups depend on a person remembering to send them.
  • The same report gets built by hand every week or month.
  • You suspect some of this could run on its own and do not know where to begin.
What You Get

The work you keep

  • A ranked list of the tasks your team repeats.
  • What to automate first, and what each one takes.
  • What to leave alone, and why.
  • A meeting to walk through it with you.
How It Works

Day by day

  1. Days 1 and 2

    Kickoff and pre-work

    One call to agree the question we are answering, who I will talk to, and what I need. Then a short questionnaire and a look at the tools you already have.

  2. Day 3

    Look and listen

    I talk with the people who do the work and watch how it is done. On site in the New York tri-state area, or by video.

  3. Day 4

    Work it out

    I list the repeat tasks, rank them, and size each fix: what it saves, what it takes, and what it costs.

  4. Day 5

    Readout

    You get the written list and we walk through it together. You leave with a clear first step.

What I need from you

  • One kickoff call.
  • A short questionnaire before we meet.
  • Time with the people who do the work.
  • A look at the tools you use today. Viewing is enough.
Afterward

What changes for you

  • You know which repeat tasks cost the most time.
  • You have an order to tackle them in, with the quick wins first.
  • You know what is not worth automating, so you do not pay for it.

This is what the work is built to produce. Results depend on your business, and I will tell you up front what is realistic.

Cost

From $1,500, over 1 week

You get a fixed figure before we begin. If you go ahead with a larger project within 60 days, the fee is credited toward it, up to 10% of that project's price.

Common questions

Do you set up the automation in this week?
No. This week is the review. If you want the work done afterward, that is a separate project. Go ahead within 60 days and the review fee is credited toward it, up to 10% of that project's price.
Do you need to be on site?
In the New York tri-state area I come to you. Anywhere else, we do it by video.
Will you tell me to buy new software?
Only where it pays. The list starts with the tools you already have.
Start with this one