Half the automations people ask me for shouldn’t exist. Some break the moment the process changes. Some save 5 minutes and cost 5 hours to maintain. Some just move a mess faster.

Before you spend money developing anything, I’ll map how your work actually runs today and tell you what’s worth automating, what isn’t, and in what order to do it.

→ You show me the process... call or a screen recording of how the work gets done right now, mess included → I find the leaks... Repetitive steps, copy-paste jobs, slow handoffs, leads going cold, data typed in twice → I score every task... Worth automating, worth fixing first, or leave it manual. You get the honest answer, even when it’s “don’t" → You get a roadmap... Ordered, tool-matched, ready for me or anyone else to develop

→ Workflow Map... Your current process on paper, step by step, so you can see where time and leads leak → Automation Opportunity List... Every task scored on effort vs. payoff, with a clear yes, later, or no → Tool Recommendation... n8n, Make, or GoHighLevel, chosen for your process and budget, not my preference → Automation Architecture... How the triggers, APIs, CRM, databases and AI steps connect, in plain language → AI Agent Fit Check... Where an AI agent helps (lead qualification, support, follow-ups, research) and where it would just add risk → Step-by-Step Roadmap... What to develop first, what comes next, what to skip → Risk & Failure Plan... Error handling, human approval points and monitoring, so one bad run doesn’t wreck your CRM

Straight talk... This is planning, not development. The roadmap is yours. Hire me to develop it, hire someone else, or do it yourself. And I won’t promise hours saved before seeing your process. Any estimate I give is labelled as an estimate