The Starter Kit workbook is for owners who want to move from "we should automate that" to a clear, safe implementation plan. Use it to identify repetitive work, estimate the value of improving it, and decide whether an existing tool or a custom workflow is the better fit.
How to use this workbook
Complete one section at a time. Start with one workflow that happens often, has a clear owner, and creates measurable friction. Do not automate a process you cannot describe or verify - if you cannot write down the steps, the workbook will not fix that, and neither will software.
Free preview: Section 1 - Workflow inventory
List the recurring workflows that consume time or create avoidable errors. For each one, capture:
- The trigger: what starts the workflow (a call, a booking, an invoice date)
- The steps: who touches it, in what order, in which tools
- The handoffs: where information is copied, re-typed, or re-entered
- The failure mode: what goes wrong when it is done manually (missed call, late invoice, double booking)
- The frequency and cost: how often it happens, and roughly what an hour of it costs
Fill this in for one real workflow this week. Owners who complete just this section usually find one or two workflows worth more than the price of the full Kit - which is the point.
What is inside the full Kit
- Workflow inventory - the section above, structured with scoring
- Automation readiness scoring - rate each workflow on volume, verifiability, and error cost
- ROI estimator - put a dollar value on fixing each workflow, per month and per year
- Tool-vs-build decision sheet - when an existing subscription wins, and when it does not
- First-workflow implementation plan - the checklist for the first 30 days
Who it is for
Owners doing the ops themselves - barbershops, home care agencies, trades, clinics - who keep paying for tools that never quite fit. If you have ever bought software, used half of it, and quietly gone back to the spreadsheet, this workbook is the correction.
Who it is not for
Teams looking for a done-for-you build with no owner involvement. For that, book a Fit Call and we scope it with you.
Format and terms
Format: Excel workbook (6 sheets) with live scoring and ROI formulas - fill in your numbers, the math does itself. Free updates when the workbook is revised. One-time purchase, no subscription.
Refund: 14-day refund, no questions - if you fill in one section and it does not clarify your next step, email us.
The Kit is free when you book a Paid Workflow Audit - the Audit walks the workbook with your real numbers.
Why a workbook instead of another app
Because the decision comes before the tool. Most automation failures we see are not software failures - they are workflow failures that software made permanent. The workbook forces the inventory and the math first, so whatever you buy or build next is aimed at a problem you have actually measured.
Start free, upgrade when it proves itself
The preview above is the complete first section - free. Work through it on one real workflow this week. If the numbers say the workflow is worth fixing, the full Kit takes you through scoring, ROI, the tool-vs-build decision, and your first implementation plan.
Buy it standalone for $37, or get it free with a Paid Workflow Audit.
