Free Automation Roadmap
Find the $10,000+ automation hiding in your business — free.
In 20 minutes, I'll show you the 3 workflows costing you the most time and money — and exactly what it would take to fix each one. No pitch. No pressure. You keep the roadmap either way.
Who this is for
You'll get the most out of this if…
You or your team spend 5+ hours/week on repetitive data entry, copy-paste, or chasing info between apps
Something in your operation is duct-taped together and you know it
You've thought “there has to be a better way” more than twice this month
Your business does $250k+/year and you want to run it like a $2M/year business
What you walk away with
A personal Loom video. Within 48 hours.
No slide deck. No generic audit template. A focused walkthrough built specifically around your business — forwardable to your partner, CFO, or team.
01
Your top 3 automation opportunities
Ranked by ROI — not by what's trendy or what I want to sell you.
02
What each one is costing you
A dollar figure for the time and money slipping through the cracks today.
03
A clear next step
Either a fixed-price build quote for simple workflows, or a recommended Deep-Dive Audit if your setup needs deeper scoping. No hourly nonsense, no surprises.
04
The one to do first — and why
Highest ROI, lowest risk, or the one that unblocks everything else. I'll tell you which.
What happens next
One of two clear paths.
After the 20-minute call, the Loom ends with exactly one of these two recommendations. No guessing, no mystery pricing — you'll know the exact next step before you book anything else.
Simple scope
~30% of projectsDirect to build
If your top opportunity is a textbook automation I've built before, the Loom comes with a fixed-price quote. You decide, we kick off. Build live in 2–4 weeks.
Complex scope
~70% of projectsDeep-Dive Audit first
If your systems are tangled or multi-workflow, I'll recommend a $497 Deep-Dive Audit: real scoping, written report, exact quotes. The $497 credits 100% toward any build within 30 days.
Why a paid audit for complex projects? Serious scoping takes real work — reviewing your systems, mapping data flows, validating assumptions. The $497 covers that work and is credited 100% toward any build you hire us for within 30 days. You only pay if your project actually needs it, and most audit clients go straight to build.
Why I'm doing this free
Real value beats another sales pitch.
I'll be honest: about 1 in 3 people who get the roadmap hire me to build the first automation. The other 2 take it to their internal team or another developer — and that's fine.
I'd rather give real value to 3 people than pitch 10. The roadmap is yours either way. Use it however you want.
How it works
Three steps. Zero prep.
01
Book the call
Pick a 20-minute slot that works for you. No forms, no surveys, no prep.
02
We talk — I ask questions
You describe how your business runs. I probe the spots where time and money leak.
03
You get the Loom
Within 48 hours: a personal walkthrough of your top 3 opportunities and fixed-price quotes.
Quick answers
Questions I get a lot
Is this really free?
Yes. No credit card, no upsell on the call. You get the Loom roadmap within 48 hours whether you hire me or not.
What if my business is too small?
If you do less than $250k/year, you probably don't need me yet. I'll still do the call and tell you honestly.
What if I don't know what to automate?
That's literally the point. The questions I ask on the call will surface opportunities you've never thought about.
What do builds typically cost?
Single-workflow Quick-Win Builds run $2k–$5k fixed price, usually 2–4 weeks. Larger multi-system overhauls are quoted after a Deep-Dive Audit. No hourly billing. No retainers required to start.
What's the $497 Deep-Dive Audit?
It's the optional second step when your project is too complex to quote from a single 20-minute call. You get a 60–90 min deep-dive session, a written scoping report, and exact fixed-price quotes for each recommended build. The full $497 credits toward any build you hire me for within 30 days.
One call. Real answers. Zero pressure.
Twenty minutes from now, you could have a clear picture of exactly where AI and automation fit in your business — and what it would cost to get them working for you.