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Start here / Customers & agreed work

Starting a business / Running a business

I need to scope an automation project for a client.

Turn a workflow request into an opportunity assessment, effort estimate and defined proposal.

A useful first step

AI Automation Proposal Kit

Explore the $19 toolkit and follow the agency example from a request to an agreed scope.

Open AI Automation Proposal Kit

$19 one-time purchase. Downloadable templates and workbook.

Already partway through?

Begin at the point that matches your situation. There is no required sequence.

  • You are preparing to offer an automation build

    Use the audit, discovery script, pricing workbook, proposal and SOW templates in sequence.

    AI Automation Proposal Kit

What could follow

Use another resource when it helps the work in front of you. You can stop when you have the result you need.

Bookmark this page to return to the same path. Use each tool’s save or download options to keep your work.

Keep your open draft?

Continuing will discard your unsaved changes. You can return to the draft and save or download it first.