Business automation
Find out where your business is losing time and money.
One recorded hour with Troy about how your business runs, turned into a written report of fixes ranked by payoff. $499, fixed price.
$499, fixed price
Who it's for
Owners who know something is eating their week, and want to know what to fix first.
- Calls, quotes or follow-ups slip through the cracks.
- Someone types the same details into two places.
- Jobs, invoices or schedules live in paper, texts and memory.
- You want an honest answer about what's worth fixing before you spend money on software.
What you get
The report is the product, not the meeting.
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One recorded hour
A conversation about how work comes in, what happens after a job, what gets typed twice, what gets forgotten, and what you would fix tomorrow.
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Fixes ranked by payoff
A written report with each fix's payoff, effort and monthly cost, built from what fits: our own services, off-the-shelf tools, or a small script.
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Estimates from your numbers
Your call volume, job values, hours and wages. Every estimate in the report is built from what you tell us.
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What not to do yet
A section on the changes that would not pay for themselves yet, so you don't spend money on them.
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Read by Troy
Troy reads and edits every report before it reaches you. It arrives as a PDF, with an offer to walk you through it.
What a report looks like
A sample, to show what a real report looks like. Fenwick Insurance Agency is a made-up business.
Sample
Business Automation Report
Prepared for Fenwick Insurance Agency (a made-up business)
The short version
Your team loses most of its week in three places: typing the same client details into every carrier's quoting site, chasing clients for renewal paperwork, and certificate requests that sit in a shared inbox until someone notices. None of it needs custom software.
Opportunities, ranked
| # | Opportunity | Payoff | Effort |
|---|---|---|---|
| 1 | Enter a new client's details once, not once per carrier | High | Medium, 2 to 4 weeks |
| 2 | One upload link for client documents, with automatic reminders | High | Low, about a day of setup |
| 3 | Answer every call, at lunch and after hours | High | Low, live in about a week |
| 4 | Certificate requests through a web form that fills the certificate for you | Medium | Low, about a week |
| 5 | Renewal reminders sent 60 days out, without anyone remembering to | Medium | Low, about 2 hours of setup |
The Business Automation Report
$499fixed price
- One recorded, hour-long conversation with Troy
- A written report of fixes ranked by payoff, effort and monthly cost
- Delivered as a PDF, with an offer to walk you through it
The call is recorded, and the recording is processed with AI tools to help write your report. We say so again when the recording starts.
Common questions
Something else? Call (231) 660-8613 or book a call with Troy.
Is the report a sales pitch for your other services?
The report ranks fixes by payoff, whatever they are: one of our services, an off-the-shelf tool you can buy today, or a small script. When the simplest fix is one you already own, the report says so, and it has a section on what not to do yet.
What should I have ready for the call?
Your rough numbers: how many calls you get, what a job is worth, the hours your team spends on paperwork, and what you pay them. Every estimate in the report is built from those.
How is the report written?
The call is recorded and transcribed, and AI tools help turn it into a draft. Troy reads and edits every report before it reaches you; it carries his name.
Do I have to buy anything after the report?
No. The report is the product. What you do with it is up to you.
A real person behind it
Behind every service here is Troy, a real person in Mid-Michigan with almost 25 years at Microsoft. Book a call and you talk to him.
Find the fixes worth making
Book a call, and Troy will set up your hour.