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Automation Diagnostic
A 2–3 hour working session to map how your agency runs. Within two weeks you get a written report of the 5 highest-return automations, prioritized, with the hours you would save.
Book a Diagnostic- Investment
- $750, fixed price
- Length
- 2–3 hour session · report in 2 weeks
- Deliverable
- Written report with 5 prioritized automations
- Credit
- Fully credited toward your build
What happens
Before, during and after the session.
- Before
Tell us about your office
How many people, which agency system you use and which tasks feel heaviest.
- During · 2–3 h
We walk through your workflows
Certificates, renewals, billing, commissions and service: how they arrive, who works them and where they get stuck.
- After · 2 weeks
You get the report
We review it together and you decide whether to move ahead, with what and when. No obligation to buy.
The report
What you take away in writing.
- A map of your current workflows and where time is lost.
- The 5 highest-return automations, in priority order.
- Estimated hours saved for each one.
- What your agency system requires for each integration.
- A phased plan with estimated investment.
Questions
About the Diagnostic.
Who from my office should attend?
You and the person who knows day-to-day service best. If someone handles commissions or billing, it helps to have them for that part.
Do you need access to my systems?
Not for the session. You show us how you work; access is only requested if you decide to build something.
What if I don't want to continue?
The report is yours. Use it with your team or with anyone you choose.
Book your Diagnostic.
Pick a time for a 30-minute intro call on Teams. We confirm the Diagnostic makes sense for your agency and set the date. Your confirmation arrives by email; if you don't see it, check your spam folder.