Fictional business · real deliverable structure
Workflow Opportunity Assessment
A representative example of the clarity a $950 assessment is designed to provide before anyone pays to build.
- Example business
- North Coast Home Services
- Workflow examined
- New inquiry to reviewed response
- Decision
- Is a focused pilot justified?
01 · Current state
Good people are carrying a fragile handoff.
Customer inquiries arrive through several channels. Staff retype the same information, the owner is the informal queue, and follow-up depends on someone remembering to check the spreadsheet.
- 01
A request arrives by website form, email, or phone.
- 02
A staff member copies the details into a shared spreadsheet.
- 03
The owner reviews new rows when time permits.
- 04
Someone drafts a reply and updates the spreadsheet after sending it.
02 · Friction and risk
What must improve—and what must stay controlled.
The assessment separates useful automation from decisions that still need an accountable person.
Observed friction
- Duplicate entry
- Unclear ownership
- Variable response time
- Missed follow-up risk
Control boundaries
- No automatic customer promise
- No payment or scheduling changes
- Human approval before sending
- Failures remain visible and recoverable
Baseline to capture
- Time to first response
- Administrative minutes per inquiry
- Requests needing rework
- Follow-ups missed or overdue
03 · Ranked opportunities
Start with the smallest reliable handoff.
Each step can stand alone, but the interfaces are kept stable so the workflow can expand without rebuilding the base.
- 1
Capture once
Normalize approved inquiry channels into one validated request record.
- 2
Prepare the review
Surface urgency, missing details, and a ready-to-review response without sending it.
- 3
Make follow-up visible
Assign a next action and deadline, then raise attention only when work stalls.
04 · Proposed pilot
Inquiry-to-review, in test mode.
Implement validated capture, a private review queue, a prepared response, one-business-day follow-up attention, and evidence for each state change.
The assessment outcome
A decision, not a technology shopping list.
A real assessment also includes the client-specific systems, access requirements, fixed-scope estimate, assumptions, and items that still need confirmation.