Checklist · Professional Services

The professional services automation checklist.

Proposals take days you don’t have. Tick every task you still do by hand, adjust the hours to match your week, and see what it’s costing you each year.

What an hour is worth$

Ticked0of 12

Hours / week0

Cost / year$0

Automate first

Highest payback — usually where money leaks out.

Proposals written from scratchFix First drafts built from your call notes and past proposals, ready for you to refine. hrs/wkQuick win
Weekly client reports assembled by copy-and-pasteFix Reports assembled from your project tools and sent for your approval. hrs/wk
Meeting notes never become tasksFix Calls summarized; action items become tasks and CRM updates. hrs/wkQuick win
New-client onboarding done by handFix Welcome email, intake form, folders and kickoff booking run automatically. hrs/wk
Inbound leads answered hours laterFix An instant reply with a booking link. hrs/wk

Automate next

Steady weekly gains once the first build is running.

Past work is hard to findFix A knowledge assistant that answers from your own documents and templates. hrs/wk
Time entries forgottenFix Daily nudges with suggestions from your calendar. hrs/wk
Invoices and payment chasingFix Scheduled invoices with polite reminders. hrs/wk
Meetings scheduled by email back-and-forthFix Booking links with buffers and reminders. hrs/wk
Contracts prepared by handFix Drafted from the approved proposal and sent for e-signature. hrs/wk
Messy CRM recordsFix Contacts enriched and duplicates flagged automatically. hrs/wk
Referral thank-yous forgottenFix Reminders to thank referrers and check in with past clients. hrs/wk

Hours are typical estimates for a small business — change them to match yours. Cost per year = hours per week × what an hour is worth × 48 working weeks.

Quick wins — build these first

Small builds with fast payback for most professional firms.

~4 hrs/wk typical

Proposals written from scratch

Build: First drafts built from your call notes and past proposals, ready for you to refine.

Proposals go out faster, while the lead is still warm.

What we build for professional firms →

~2 hrs/wk typical

Meeting notes never become tasks

Build: Calls summarized; action items become tasks and CRM updates.

Nothing promised in a meeting gets lost.

What we build for professional firms →

Send us your checklist

Want to know what we’d build first?

Send your ticked checklist and totals. We’ll reply with what we’d look at first and whether a Discovery makes sense. Tick the box if you’d rather talk it through on a free call.

Where to start

Let’s find your first hour back.

Thirty minutes, no pitch deck. We’ll look at how your business runs, find the busywork worth automating first, and explain how Discovery works and what it costs. If AI isn’t the answer, we’ll say so.

From $3,000
Live in 30 days
Yours from day one
No lock-in

Book a free call →See how it works →

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