Process audit checklist
Checklist for AI automation agencies
For automation agencies that want business owners on their list before a first project.
Worksheet
What does one manual task cost you each year?
Share it with owners who feel a task is slow. A yearly figure shows what is worth automating and opens a conversation.
A calculator for the weekly and yearly cost of one task, then the costs owners forget, what to automate first and a plan.
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The same audience, 14 other formats.
Checklist for AI automation agencies
For automation agencies that want business owners on their list before a first project.
Cheat sheet for AI automation agencies
For automation agencies that want clients who understand the words before they buy.
Email scripts for AI automation agencies
For automation agencies that want a clear, calm paper trail with every client.
Guide for AI automation agencies
For automation agencies that want first time buyers who know what to expect.
Template pack for AI automation agencies
For automation agencies that want clients to agree a clear brief before work starts.
Swipe file for AI automation agencies
For automation agencies that want to sound clear and honest on calls and in proposals.
Buyer's guide for AI automation agencies
For automation agencies that want to be chosen on clarity and fair terms, not on the biggest claim.
Decision guide for AI automation agencies
For automation agencies that want to talk to owners who have a slow job and have not decided what to do about it.
Mistakes list for AI automation agencies
For automation agencies that want small firms to avoid the errors that waste a first project.
Roadmap for AI automation agencies
For automation agencies that want first time clients who know the plan and stay for the review.
Case study for AI automation agencies
For AI and automation agencies who want to reach owners of small firms buried in manual admin.
Scorecard for AI automation agencies
For AI and automation agencies who want to reach owners curious about automation but unsure where to start.
Comparison for AI automation agencies
For automation agencies that want business owners to see the options before a first project.
Prompt pack for AI automation agencies
For automation agencies that want owners to find their own best automation ideas before a call.
The same format, written for 52 other niches.
Worksheet for real estate agents
For agents who want to talk to homeowners who are weighing up whether a move adds up.
Worksheet for accountants
For accountants who want to reach sole traders and small business owners who are worried about the next tax bill.
Worksheet for financial advisors
For advisers who want to reach younger savers and families who are starting to think about their money.
Worksheet for consultants
For consultants who want to help owners and managers build the case for fixing a problem that everyone has learned to live with.
Worksheet for recruiters
For recruiters who want to help employers see what a slow search really costs before they decide how to fill a role.
Worksheet for freelancers
For freelance designers who want to reach small business owners who are planning a design project and worried about the cost.
Worksheet for course creators
For course coaches who want to reach experts who are working out whether a course could be worth their time.
Worksheet for fitness and nutrition coaches
For fitness coaches who want to help people see what an unused membership costs before they decide how to train.
Worksheet for marketing agencies
For marketing agencies who want to help owners see what their marketing really earns before they decide where to spend.
Worksheet for business coaches
For business coaches who want to help owners see what their time is worth before they decide what to hand over.
Worksheet for fractional executives
For fractional leaders who want to help founders compare the true cost of a senior hire before they decide.
Worksheet for authors
For authors and publishing coaches who want to help writers plan the money side of a self published book.
Worksheet for photographers and videographers
For commercial photographers who want to help businesses compare shoot quotes by what they get, not just the fee.
Worksheet for linkedIn creators and ghostwriters
For LinkedIn ghostwriters who want to help founders see what their own posting time costs before they decide whether to hire help.
Worksheet for finance and money educators
For money educators who want to help people see the size of small regular spends without making them feel guilty.
Worksheet for SEO and content consultants
For SEO consultants who want to help owners see what their search visits are worth before they decide what to spend.
Worksheet for career and executive coaches
For career coaches who want to help professionals see what a pay talk is worth before they decide whether to ask.
Worksheet for health and wellness coaches
For wellness coaches who want to help people see how short of sleep they are before they decide what to change.
Worksheet for leadership coaches
For leadership coaches who want to help managers see what their meetings cost before they decide what to change.
Worksheet for sales coaches
For sales coaches who want to help founders see what better selling is worth before they decide on coaching.
Worksheet for HR consultants
For HR consultants who want to help owners see what losing staff really costs before they decide on HR support.
Worksheet for IT consultants
For IT consultants who want to help owners see what IT problems really cost before they decide on support.
Worksheet for mortgage and insurance brokers
For mortgage brokers who want to reach homeowners whose fixed deal is ending soon.
Worksheet for home improvement and solar installers
For solar installers who want to help homeowners judge a quote before they decide.
Worksheet for architects and interior designers
For architects and interior designers who want to help homeowners set a realistic budget before they start.
Worksheet for small law firms
For small law firms who offer fixed fees and want clients to see the difference before they choose.
Worksheet for speakers and trainers
For trainers who want to help managers make the case for a course before they book.
Worksheet for life coaches
For life coaches who want to help people see how much time they have for what matters.
Worksheet for property investors and landlord educators
For property investor and landlord educators who want to help landlords see what their rental earns after costs.
Worksheet for therapists and counsellors
For therapists and counsellors who want to help people plan the cost of therapy before they start.
Worksheet for tutors and education consultants
For tutors and education consultants who want to help families plan revision time before exams.
Worksheet for wedding planners
For wedding planners who want to help couples see what each guest adds to the cost.
Worksheet for pension advisers
For pension advisers who want to help people see the income their pensions might give.
Worksheet for expat and international tax advisers
For expat tax advisers who want to help people living abroad keep track of their UK days.
Worksheet for company formation and international business setup advisers
For company formation advisers who want to help founders see the yearly cost of a company.
Worksheet for business brokers and M&A advisers
For business brokers and advisers who want to help owners see a rough value for their business.
Worksheet for franchise consultants and franchisors
For franchise consultants who want to help buyers compare franchises on payback, not brochures.
Worksheet for immigration and visa consultants
For immigration advisers who want to help families plan the full cost of a visa.
Worksheet for software companies
For anyone who sells to software companies and wants teams to see what churn really costs.
Worksheet for letting agents and property managers
For letting agents and property managers who want to help landlords weigh self managing against full management.
Worksheet for buyer's agents and property sourcers
For buyer's agents and property sourcers who want to help buyers weigh a long solo search against getting help.
Worksheet for real estate flippers
For property flippers and renovators who want to help investors test a deal before they offer.
Worksheet for home builders and renovators
For builders and renovators who want to help homeowners plan a realistic budget before quotes.
Worksheet for landscapers and garden designers
For landscapers and garden designers who want to help homeowners set a realistic garden budget.
Worksheet for cosmetic and aesthetic clinics
For aesthetic clinics who want to help patients compare plans fairly on the full cost.
Worksheet for physical therapists
For physiotherapists who want to help people see what living with pain is costing them.
Worksheet for nutritionists and dietitians
For nutritionists and dietitians who want to help busy adults see the cost of convenience food.
Worksheet for parenting, sleep and family coaches
For parenting and sleep coaches who want to help parents see how much sleep the family is losing.
Worksheet for gym owners
For gym and studio owners who want to help members and prospects see the value of going regularly.
Worksheet for cold email agencies
For cold email agencies who want to help founders plan realistic outbound numbers.
Worksheet for kitchen and bathroom remodellers
For kitchen and bathroom fitters who want to help homeowners set a realistic kitchen budget.
Worksheet for dental practices
For dental practices who want to help patients plan for the cost of care.
Free to start. No credit card.