Methodology
The Value Creation Framework.
Before we build anything, we map your business. The Value Creation Framework is a structured analysis of your operation — who does what, how long it takes, how often, and what it costs. The output is a ranked list of automation opportunities with ROI estimates, delivered as a written assessment within 48 hours of the call.
This page is for people who want to understand how we land on the right first system to build. If you would rather just talk to the AI agent and get your assessment, call (913) 354-2268.
The three-step process
Map your team
Every role in the business gets captured — headcount, wage, department. This becomes the labor baseline for calculating what automation is worth. The baseline is per-role, not company-wide, because the answer to 'is automating this worth it' depends on who is doing the work, not the average wage at your company.
Capture activities
For each role we document the tasks that role actually does, how long each takes, and how often it happens. A 45-minute task done 15 times a day is a different opportunity than a 4-hour task done once a week, even if the total time is similar. The cadence and duration shape what the automation needs to look like.
Score opportunities
Each activity is mapped to a category of work AI is genuinely good at. We rank the activities by time saved and implementation difficulty. The output is a ranked list of automation opportunities with rough ROI estimates, delivered as a written assessment within 48 hours of the call.
Outcome Primitives
When we score your activities, each one gets mapped to a category of work AI is genuinely good at. These are the categories we use. They are not exhaustive, but they cover most of what we see in small business operations.
Voice agent answering calls, booking calendars, routing complex inquiries to humans with context.
Weekly sales reports, board decks, ops dashboards assembled from CRM, accounting, and fulfillment data.
Invoice extraction, intake form normalization, order-to-ERP routing with exception handling.
Behavior-triggered nurture sequences, dormant-lead reactivation, renewal conversation triggers.
Invoice classification, PO matching, reconciliation with exception queue for human review.
Meeting transcription, action-item extraction, weekly digests, status update automation.
Auto-capture from email/calendar/calls, pipeline updates without rep effort, forecast signals from real engagement.
Templated sequences from a single record creation, document auto-generation, periodic check-ins.
Real-time consumption tracking, seasonality-aware forecasting, automatic reorder with human override.
Runnable workflows that turn SOPs into systems instead of documents, with step-level exception flags.
How the scoring works
For each activity we estimate two numbers: hours per year (cadence × duration × headcount) and implementation difficulty (the engineering effort to automate it, given the primitive it maps to). We rank by hours-saved-per-difficulty.
High-impact, low-difficulty items go to the top. These are usually the first system we recommend building. High-impact but high-difficulty items become the second and third systems. Low-impact items get parked, regardless of difficulty.
The point of the ranked list is to make the decision obvious, not to commit you to all of it at once. Most clients start with one system, see the result, and then decide what to add next.
What the written assessment looks like
Your assessment is a short document (typically 3 to 5 pages, depending on how much your operation covers) that includes:
- A summary of the operation as we heard it on the call. If we got something wrong, this is where you correct us.
- The ranked list of automation opportunities with hours-per-year and difficulty.
- A specific recommendation for the first system to build, with a rough scope.
- A short note on what we would not automate yet, and why.
Ready to map your operation?
Call our AI agent. It runs the structured interview itself. You get the written assessment within 48 hours.