Description
The problem: Back-office teams know something should be automated but don’t have a clear method for finding the highest-value workflows first.
Who it’s for: Freelance ops consultants advising clients, and operations leaders who want a structured approach to prioritizing automation projects.
What’s included:
- Full playbook covering process auditing and prioritization
- Framework for scoring automation opportunities
- Rollout checklist for team adoption
- 12 months of free priority support included
Setup & requirements: No specific tools required to read and apply; the framework is tool-agnostic.
Frequently Asked Questions
Do we need technical staff to follow this?
The audit and prioritization framework doesn’t require technical skills; implementation of chosen automations may.
What if I get stuck?
Every purchase includes 12 months of free priority support. Message us with your question.





