Sample deliverable

What your diagnostic looks like

Illustrative example. The company, numbers and processes below are a realistic but fictional scenario, shown to demonstrate the format. Every diagnostic is bespoke to your business, and figures are indicative, not a guarantee of results.
Prepared for
Meridian Services SA, 18-person B2B services firm, Geneva (illustrative)
Delivery
Written PDF · 72 h

01 Process map, where the hours go

Your three most time-consuming workflows, with the manual steps flagged in amber.

INVOICING & REMINDERS · ~6 h/week
Quote accepted→Manual invoice creation→Manual email send→Manual reminders→Manual reconciliation
INBOUND EMAIL TRIAGE · ~5 h/week
Email arrives→Manual read & categorize→Manual routing→CRM logged
CLIENT ONBOARDING · ~4 h/week
Contract signed→Manual doc collection→Manual account setup→Manual welcome sequence

02 Opportunity matrix, what to do first

Each opportunity scored by impact, effort and risk. High impact + low effort goes first.

AutomationImpactEffortRiskPriority
Invoicing & remindersHighLowLow#1
Email triage & routingHighMediumLow#2
Client onboardingMediumMediumLow#3

03 ROI model, hours & CHF reclaimed

Indicative, based on ~70% of the manual hours automated at an assumed loaded cost of CHF 70/h. Your real figures are confirmed during the diagnostic.

AutomationHours/week savedCHF/year saved*
Invoicing & reminders~4.2 h~15,300
Email triage & routing~3.5 h~12,700
Client onboarding~2.8 h~10,200
Indicative annual saving*~CHF 38'200

*Illustrative estimate for this fictional scenario, not a guarantee. Actual results depend on your volume, tools and processes.

04 Prioritized roadmap

A sequenced plan so value lands early and risk stays low.

PhaseScopeTimeline
Phase 1Invoicing & reminders live on your infrastructureWeeks 1–2
Phase 2Email triage & routingWeeks 3–4
Phase 3Client onboarding + monitoring handoverWeeks 5–6

05 Firm fixed quote

Exact build price per automation, fixed, no hourly billing. Bundle discount applied for 3 automations (−15%).

ItemFixed price
Invoicing & reminders automationCHF 3'000
Email triage & routing automationCHF 2'500
Client onboarding automationCHF 3'000
Bundle discount (3 automations, −15%)− CHF 1'275
Diagnostic credit− CHF 490
Total build (fixed)CHF 6'735

Optional AutoPilot maintenance from CHF 690/month. You own the code, workflows and data.

06 Build-or-DIY guidance

Honest call: the invoicing reminder logic is simple enough that your ops lead could maintain it after we build it, we'll document it so you can. The email triage benefits most from our expertise (edge cases, routing rules). Onboarding is worth building once and leaving on autopilot. Where you'd waste money: over-engineering analytics you won't look at, we've left that out.

Get your own diagnostic

Bespoke to your business, delivered within 72 hours, CHF 490 fully credited to your build.

Start my diagnostic, CHF 490 →