🚀 Your 60-Minute Quick Start
Follow these steps in order to run your first professional automation audit:
Unzip and open the 00-START-HERE folder 2 min
Everything you need is organized in logical folders. Start with the START-HERE guide for the big picture.
Read the Quick-Win Guide 5 min
Get the essential workflow and methodology. This PDF explains exactly how to position and price your audits.
Customize the Discovery Questionnaire with your branding 10 min
Replace the placeholders with your company name, logo, and contact details. This becomes your professional intake form.
Send the questionnaire to your first prospect 3 min
Use the email template provided. Most clients complete it within 24-48 hours—it's designed to be quick for them.
Use the Interview Guide during your deep-dive call 30 min
The structured question framework ensures you uncover every automation opportunity. Follow the script—it works.
Fill in the Scoring Matrix with your findings 5 min
The Excel calculator does the math automatically. Input what you learned and get instant ROI calculations.
Generate the Report using the template 3 min
Copy-paste the numbers from your scoring matrix. The professional report template makes you look like a $200/hour consultant.
Present using the Deck → close using the Sales Scripts 45 min
The presentation slides and word-for-word scripts remove all guesswork. Just follow the proven framework that closes $5K-$20K deals.
Need Help? We're Here for You
Stuck on any step? Questions about pricing or positioning? Just email us.
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