Checklist to guide your customers through ranking every repeating task so they build the highest-payoff automation first.
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This checklist is a practical pre-build audit for your customers to run before they touch any automation software. It walks them through listing every repeating task, scoring each by frequency and payoff, and finishing with a ranked shortlist of three processes worth building first.
What's Inside:
Walk your customers through a structured afternoon of thinking that replaces guesswork with evidence, from a full task inventory to a four-question payoff audit and a final filter for work that's too rare or too judgment-heavy to automate.
Provide your customers with a checklist that turns "what should we automate?" from an open question into a ranked, written answer before a single tool is opened.
