ZV / Automation
Which job eats the week?
The same thing gets typed twice, and paperwork gets chased by hand. The month takes days to close. Pick the loop you want gone.
- Old proposalSearching past decks to build the next oneSenior people hunting old deliverables and reformatting them because that's faster than starting from a blank page.
- Won dealThe deal closed. Now it gets typed in again.A won job is re-entered into time tracking, the plan, and the books before anyone can start.
None of those? About 3 minutes to run the numbers.
Run the numbersAutomation for consultancies and agencies
Searching past decks to build the next one
Senior people hunting old deliverables and reformatting them because that's faster than starting from a blank page.
Number to bringHow many hours a week does one consultant spend hunting old work or assembling a proposal?
The deal closed. Now it gets typed in again.
A won job is re-entered into time tracking, the plan, and the books before anyone can start.
Number to bringHow many hours a week does the team spend turning a closed deal into a live project?
Bring those two numbers
About three minutes. You type the numbers; I do not invent them. The first conversation is next if the loop is worth mapping.
Work you want to stop doing by hand
- Inbound enquiry triageEnquiries from the form, the shared inbox, and the phone land in one queue, sorted by what they are and who should answer. A person still writes the reply.
- Stop double entry between systemsA won deal gets one home. Time tracking and the books receive a controlled copy, and anything ambiguous waits for the person who owns it.
- Document and invoice intakeFields come off the subcontractor invoice and into the system of record. Anything the extraction can’t identify stops in a queue for a named person.
- Close preparationThe close becomes a visible process with owners and blockers instead of a scavenger hunt. Accounting judgment stays with your team.
- Finish the workflow you already boughtCheck what the software you licence already does before building anything. Add only the part that is genuinely missing.
- Automation inventory and cleanupOne pass over the small automations already running: what each one does, whose login it uses, what breaks quietly. You get a written register and a decommission list.
Worth reading
The language of business automation
13 minute read
What should your company automate—and when?
11 minute read
What happens to the workflows when someone leaves
4 minute read
A different kind of business
Next step
Tell me which one it is
The first conversation is free, and it’s genuinely fine to arrive without knowing what you need.