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AI Automation Opportunity Audit — find your $10K workflow in 6 questions.
Six inputs about how your team runs today. The tool ranks five automation workflows by honest annual impact, flags anything that is not ready yet, and recommends Pilot, Sprint, or Advisory based on where the numbers actually land.
Your operation, roughly
Six quick inputs. Everything else is derived.
Your opportunities — ranked
5 workflows ready to ship, sorted by annual impact.
Combined annual
$142K
- 01
Lead enrichment + scoring
Firmographics + intent + scoring + personalised openers. Closes the "replied → meeting" gap for inbound.
60 leads/mo · 5% close · $5K deal · 1.5× realistic lift
$90K
/ year
- 02
Research automation
Company profiling, account prep, competitive checks — the repetitive pulls that eat hours and feed decisions.
5 hours/week · 90% reclaim · $75/h
$18K
/ year
- 03
Onboarding personalisation
Personalised welcome sequences, contextual nudges, activation tracking — the stuff that compounds into month-2 retention.
10 onboardings/mo · 2h per · 80% automatable · $75/h
$14K
/ year
- 04
Support triage automation
Classify incoming tickets, auto-reply on FAQs, escalate on signal. Keeps first-response time under an hour.
15 tickets/week · 0.3h avg touch · 70% deflection · $75/h
$12K
/ year
- 05
Reporting automation
Scheduled pulls, formatted narrative output, delivered to Slack or email. Reclaims a cycle someone already owns.
weekly cadence · 2h × 52 weeks · $75/h
$8K
/ year
Your recommendation
Ship Lead enrichment + scoring as the $6,500 Sprint first.
Top-ranked workflow pays back in 27 days at $90K/year in annual impact. Total across all ready workflows: $142K/year. A 30-minute scoping call confirms the 14-day scope on your actual data before you commit a dollar.
How the math works
No black box. The levers are stated.
- Each workflow card shows its own formula in the note line. Nothing is computed from hidden inputs.
- Multipliers and deflection rates are deployment-grade midpoints. Conservative estimates intentionally — a tool that predicts your best case is a sales tool, not an honest one.
- Readiness thresholds are lower bounds. If a workflow is marked "not ready", building it would net negative in the first year. The audit tells you to hold off rather than chase the wrong spend.
- Labor rate scales with team size — the reclaim math is honest only if the dollar value of freed hours matches who was doing the work.
Readiness thresholds
- Lead enrichment: ≥30 leads/mo
- Support triage: ≥10 tickets/week
- Research: ≥3 hours/week
- Onboarding: ≥5 customers/mo
- Reporting: any cadence
Defaults you can override on a call
- Close rate: 5% lead → deal
- Deal size: $5,000
- Deflection on support: 70%
- Reclaim on research: 90%
- Automatable onboarding prep: 80%
FAQ
Questions the numbers provoke.
Where do these impact numbers come from?
Each workflow has a transparent formula visible in the card note line. Lead enrichment reuses the same 1.5× realistic multiplier as the Lead Enrichment ROI Calculator. Support triage assumes 0.3h average touch per ticket and 70% deflection on FAQ/routine tickets. Research automation assumes 90% reclaim of manual research time. Onboarding assumes 2h per onboarding with 80% automatable. Reporting is cadence × typical hours per cycle. Labor rate scales with team size ($65/h solo, $75/h for 2–5, $90/h for 6–15, $110/h for 16+). These are deployment-grade midpoints, not best-case.
Why is my workflow marked "not ready"?
Each workflow has a readiness threshold below which automation overhead (API costs, model costs, maintenance time) eats the savings. Lead enrichment needs ≥30 leads/month. Support triage needs ≥10 tickets/week. Research automation needs ≥3 hours/week of manual research. Onboarding needs ≥5 new customers/month. Reporting needs any recurring cadence. Below those thresholds, manual process is still cheaper — the audit tells you to hold off rather than pushing a build that would not pay back.
Can I run multiple workflows in parallel?
Yes — the Multi-Workflow Program ($18K+ / 8–12 weeks) sequences three production workflows with compounding ROI, typically support → onboarding → lead enrichment or the order that fits your funnel. The Program makes sense when at least three workflows on this audit pass their thresholds and their combined annual impact clears ~$60K. Otherwise, ship one Sprint first, let it season, then stack the next.
What if my actual deals, costs, or conversion rates are different?
The defaults are midpoints that produce defensible numbers across most SMB SaaS and agency clients. If your deal size is $20K or your close rate is 15%, the lead enrichment line will be understated; if your deal size is $1,500 and your close rate is 2%, it will be overstated. For a custom pass that plugs your actual numbers in, the 30-minute scoping call is the right next step — no charge.
Why does team size change labor rate?
Reclaimed time has different dollar value depending on who was doing the work. A solo founder doing everything themselves reclaims ~$65/h of effective capacity. A 6–15 person team has ops and CS people whose output density is closer to $90/h. At 16+ the marginal reclaim is typically a senior ops or revenue-ops hire worth ~$110/h. The multiplier is blunt but closer to honest than a single flat rate across all team sizes.
What about churn detection — why is it not in the list?
Churn detection is a real workflow I ship, but the impact math requires knowing your ARR and current churn rate, which is not in this 6-input audit. If your answer to "onboardings per month" is 5+ and you want to include churn in the next pass, the scoping call is the right place — I will plug in your actual ARR and retention numbers then.
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10 AI workflows worth building first.
Practical workflows for support, sales, ops, content, and on-chain intelligence. Includes the stack choices, rough costs, and failure modes worth checking before shipping.
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