Step 1. Lead comes in via form
20
Step 2. Team member reviews and qualifies
20
Step 3. Send welcome email
20
Step 4. Book discovery call
10
Step 5. Add to CRM & assign owner
20
Your result
Automation shortlist
Steps are ranked by how often they happen manually — the compounding cost is where automation pays back fastest.
Key findings
- #1 · Team member reviews and qualifies · ~20× / week
- #2 · Send welcome email · ~20× / week
- #3 · Add to CRM & assign owner · ~20× / week
- #4 · Book discovery call · ~10× / week
Recommended actions
- Automate the top item first — measure hours saved for 4 weeks.
- Move down the list once the first automation is stable.
- Revisit every quarter as new manual steps emerge.