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Operations & productivityEasy

Process audit for automation

Map how a business process really works and find the repetitive tasks worth automating first.

Who buys it

Operations-heavy businesses: agencies, logistics, accounting, clinics.

What you deliver

  • A process map
  • A list of automation opportunities ranked by gain and effort
  • A 90-day action plan

How to deliver it, step by step

  1. Pick one process with the owner.
  2. Observe and interview the people who run it.
  3. Map steps, tools, time and errors.
  4. Rank opportunities by gain, difficulty and tool.
  5. Deliver a plan with quick wins first.

Tools to start with

See alternatives in the AI tools directory.

Validate demand before selling

Offer the service to two or three businesses at a pilot price and measure the result before and after (time saved, calls, replies, sales). Use our guide Validate an AI business idea in 30 days.

How to charge

$300–900 per process. Combine a one-time setup with a monthly plan when the service needs updates. Test your numbers in the financial simulator and read how to price an AI service.

Indicators to track

  • Hours of repetitive work identified
  • Quick wins implemented
  • Error reduction

Common mistakes and risks

  • Automating a bad process
  • Skipping the people who do the work
  • Choosing tools before mapping

Starter prompt

Replace the [brackets] with your details and review every output before it reaches a client.

Here is a description of a business process: [TEXT]. List the steps that would benefit from automation and rank them by estimated time saved, difficulty and suggested tool.
Prices, budgets and timelines are indicative orders of magnitude for an international audience. Adjust them to your local market and check official sources before any decision. No income is promised.

Go further

Turn the idea into a business.

The Business Launch System helps you test it and set it up. The Self-Funding Client System helps you find clients. Both are fill-in Word systems.

Pages from Business Launch System, Module 1