AI and Automation
GETTING
AGENT READY
The Pattern
Everyone has ChatGPT. But teams aren’t working differently. A lot of pilots, but nothing's in production. Can't build agents because no one has broken down their workflows into automatable tasks.
The real issue: You can't automate work if you can't describe what the work is or how it should be done.
What’s it worth?
Industry benchmarks
— 240% ROI within 6-9 months
— 25-40% reduction in labor costs
— 30-50% faster processing times
Example
A sales team spending 60% of time qualifying leads. Automating 8 tasks freed up 40% capacity. That’s 4 FTEs without hiring.
Your business
5 people spending 50% time on automatable work = $250K annual savings.
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Bootcamp investment $35K
Annual Savings $250K
Payback Period 1 week
What I do
Break down workflows
Break complex, ambiguous processes into discrete, automatable tasks
Specify for engineering
Define inputs, outputs, decision points, and data requirements for each task
Build the roadmap
Show how to daisychain individual automations into autonomous agents
Train your team
Share a repeatable approach so you can breakdown more processes internally
Result
A glide path from co-pilot assistants to autonomous agents
Ways to start
-
1-2 weeks | $15K
When you're not sure which processes are ready to automate vs. need redesign first.
What we deliver
— Process readiness scorecard
— Prioritized automation opportunity list
— "What needs to change first" roadmapExpected value
Avoid $100K+ investment in automating the wrong processes. Identify highest-ROI opportunities first. -
3-4 weeks | $35K
Biggest obstacle to agents is that nobody knows how the work actually gets done or what tasks it's built on.
What we deliver
— Process maps for selected workflows — Task library: each task specified for automation
— Technical brief for one task’s automation
— Automation roadmap plan (which tasks first)Expected value
Based on typical automation savings of 30-40% of labor costs for automated processes, a single high-volume workflow (3 FTEs) delivers $90K-120K annual savings. Investment pays back in 3-5 months. -
12-20 weeks | $175K
You want to redesign multiple workflows around AI agents, but need guidance to break down the work, automate workflows, and change your operations.
What we deliver
— Process library (specifying tasks for automation)
— First 3-5 working automations deployed
— Agent roadmap for next 12-18 months
— Team training on agent-building methods
— Organizational change plan (new roles, new workflows)Expected value
Industry benchmark is 240% ROI within first year. Automating 4-6 workflows typically affecting 15-20 FTEs delivers $500K-750K in annual cost savings, plus 30-50% faster processing times. Program pays for itself in 3-4 months.
Recent Case Studies
Fortune 500’s
Digital Marketing Team
83% of marketers had deployed GenAI internally but gotten stuck using LLMs for individual tasks. No integrated workflows. No time savings at scale.
What we did
We assessed current AI work and spotted that all pilots were on individual tasks. So, we developed a shared method for teams to breakdown their work and ID tasks for automation. Then led the client to pilot increasing levels of automation in content production.
Result
Content production cycle time reduced 35% (5 days to 3 days), freeing up an estimated $400K annual budget across the marketing org.
Client is now building autonomous agents for content production, campaign planning, and performance analysis.
B2B SaaS
Sales Automation
Inbound sales team drowning in leads. Reps spending 60% of time qualifying low-quality inquiries instead of pursuing high-value outbound opportunities.
What we did
Broke down the inbound sales process into 6 steps and 28 discrete tasks. Led the sales team to map the internal logic for a single task, and then translated that task into a agent-building brief for their engineering team.
Result
First automation handling 40% of inbound volume within 6 weeks. Sales reps freed up to focus on outbound (equivalent to 2.4 FTE capacity gained across 6-person team). That’s $240K in freed capacity + higher-value pipeline. Expected ROI of 686% in first year.
The team is now able to break down its own workflows and has a roadmap in place to automate up to 23 additional tasks.