Summary

Process

FAQs

• What is the purpose of the initial consultation?

  The initial consultation is designed to understand your business processes, identify pain points, and discuss your goals for automation. It helps us gather the necessary information to create a tailored automation strategy for you.

• How long will it take to receive the report after the initial consultation?

  You will receive the comprehensive report within 1-2 days after the initial consultation. (Though, I aim for under 24 hours.)

• What will the report include?

  The report will include an Initial Assessment of your current processes, an Automation Opportunities Report highlighting tasks that can be automated, Workflow Diagrams showing before-and-after scenarios, and a strategic Automation Plan with step-by-step implementation guidelines.

• How much access to our data and systems will you need?

  During the initial consultation, we may ask you to provide an overview of your workflows and access to relevant data and documents. This can usually be done through shared documents or screen sharing during our call.

• What are the benefits of automating our processes?

  Automation can help reduce manual errors, save time, increase efficiency, and reduce operational costs. It allows your team to focus on more strategic, value-adding activities.

• What tools and platforms do you recommend for automation?

  The specific tools and platforms we recommend will depend on your business needs and existing systems. Common tools include Zapier, Make.com, Airtable, and other no-code/low-code platforms that integrate seamlessly with your current workflows.

• Will we need to invest in new software or systems?

  Not necessarily. We will first look at optimizing and automating your existing tools and systems. If new tools are recommended, I will ensure they offer significant benefits and a strong return on investment.

• How will the proposed automation impact our current operations?

  The proposed automation will streamline your current operations by reducing manual tasks and improving efficiency.

• What kind of support do you offer after the report is delivered?

  While the report includes detailed implementation guidelines, I also offer additional services for implementation, training, and ongoing maintenance if needed.

• How do you ensure the security and confidentiality of our data?

  I take data security and confidentiality very seriously. We use secure communication channels and adhere to best practices for data protection. Any information shared with us will be used solely for the purpose of creating your automation strategy.