The Automation Audit Worksheet
The checklist we use on every client kickoff to find boring work with real payback.
Resources
The checklist we use on every client kickoff to find boring work with real payback.
Notion doc
A transparent opening script, routing questions, and escalation language.
Google Doc
Scope, timeline, proof, pricing, and a risk section that stops weird surprises.
Interactive
Estimate model, retrieval, and hosting costs before you ship an agent.
Estimated monthly runtime
$73.42
Includes model calls, retrieval, hosting, and basic monitoring. It is a planning number, not a bill from the sky.
Prompts for follow-ups, objections, reactivation, and post-call summaries.