Ops Diagnosis
Your agency is probably losing $150K+ a year to work that shouldn't require a human.
22 processes most agencies still run manually — each one mapped to its dollar cost and the exact automation that fixes it. Submit below and I'll tell you which 3 to fix first.
Get My Priority Stack →No sales call. One email, within 48 hours.
340+
hours recovered — ~$51K in billable capacity at avg agency rates
15+
tasks run autonomously daily — zero human hours
2 wks
average from zero to first automation live
Samuel Simon-Foti
Publishing Coordinator, Wolters Kluwer · AI Automation Consultant
I've built every one of the 22 items on this list from scratch — for my own businesses and inside Wolters Kluwer's operational infrastructure. I know which ones look simple but have hidden complexity (reporting), which ones have 10x ROI in the first week (invoicing, onboarding), and which one is the domino that makes everything else easier. The sequence matters more than the selection. That's what the Priority Stack gives you.
See the OpenClaw case studyThe Audit
22 Processes Your Business Shouldn't Be Doing Manually
Most agencies are running 12–16 of these manually. Each one is solvable. The question is which 3 are worth fixing first for your specific setup.
| # | Process | Hours/week lost | How to automate | Difficulty |
|---|---|---|---|---|
| Client Operations | ||||
| 1 | Client onboarding — contracts, questionnaires, NDA delivery | 3–5h | e-sign trigger → folder creation → Slack notification | Easy |
| 2 | Invoice generation and sending | 1–2h | Project completion trigger → PDF render → auto-send | Easy |
| 3 | Payment follow-up emails | 1–2h | Overdue detection → 3-touch email sequence | Easy |
| 4 | Weekly client status updates | 2–4h | Pull from project tool → AI-drafted report → review + send | Medium |
| 5 | Post-project feedback collection | 1h | 3-day trigger after close → survey → log to sheet | Easy |
| 6 | Proposal and quote generation | 3–6h | Scoping form → template population → pricing calc → PDF | Medium |
| 7 | Scope creep tracking | 1–2h | Hours vs estimate monitored → alert at 80% → comms drafted | Medium |
| Internal Admin | ||||
| 8 | Meeting scheduling and reminders | 2–3h | Booking link + auto-confirmation + day-before reminder | Easy |
| 9 | Meeting notes → CRM entry | 1–3h | Transcript → structured CRM fields via AI extraction | Medium |
| 10 | Timesheet compilation and approvals | 1–2h | Time tool → weekly summary → Slack approval flow | Easy |
| 11 | Team capacity and resource planning | 2–3h | Active projects → workload calc → weekly capacity view | Medium |
| 12 | File naming and organisation | 1–2h | On upload: AI rename + route to correct folder | Medium |
| 13 | Team onboarding documentation | 2–3h | Role-based sequence: docs → tasks → automated check-ins | Easy |
| Business Development | ||||
| 14 | New lead qualification from inbound forms | 1–3h | Submission → scoring → CRM entry with enrichment data | Medium |
| 15 | Lead follow-up sequences | 2–4h | CRM stage change → personalised email sequence | Medium |
| 16 | Case study and testimonial requests | 1h | 30-day post-delivery trigger → template request email | Easy |
| 17 | Competitive monitoring | 2–3h | Tracked competitor signals → weekly digest to Slack | Medium |
| 18 | Recurring retainer client check-ins | 1–2h | Calendar-triggered personalised touchpoint emails | Easy |
| Reporting & Visibility | ||||
| 19 | Weekly project status reports (internal) | 2–3h | Project tool → auto-assembled status deck | Medium |
| 20 | Monthly business reporting (revenue, pipeline, hours) | 3–5h | Pull from 3–4 sources → assembled dashboard → distributed | Custom |
| 21 | Social media content repurposing | 3–5h | Blog/case study → reformatted for LinkedIn + short-form | Medium |
| 22 | End-of-project handover documentation | 2–4h | Project data → handover template → delivery email | Medium |
The Easy items take 1–2 days to implement. Medium items take 1–2 weeks. Custom items are scoped on a call. The average agency saves 18–24 hours/week after fixing their top 5.
Get Your Priority Stack
Tell me about your business. I'll tell you which 3 to fix first.
You'll get a Priority Stack — your top 3 automations ranked by ROI, with implementation time estimates and the specific approach I'd use for your setup. Via email within 48 hours.
- ✓ Your top 3 automations ranked by ROI for your specific setup
- ✓ Time estimate for each: Easy (1–2 days) or Medium (1–2 weeks)
- ✓ The specific tool or approach I'd use — not generic advice
- ✓ Via email within 48 hours. No sales call required.
Already have your stack?
Let's build it in 20 minutes.
If you've submitted above and want to move faster — book a slot. We'll go through your Priority Stack live and map the implementation so you can start the same week.
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