2-Hour Live Workshop Companies at $5M/yr & scaling

Everyone's telling you to 'use AI.'
Nobody's telling you where to start.

You'll leave with one, smartly chosen process to consider for automation. And you'll know exactly how much it's costing you by NOT automating it.

Which process do I automate first?
Do I even need AI?
How much is this costing me and my business?
Bonus

Live proof-of-concept walkthrough — see it work before you build it

We'll walk through a real, working automation built for a company at your stage — not a slide deck, not a theory. So when you leave, you're not wondering "could this work?" — you already know.

Sound familiar? The $5M ceiling.

Revenue is growing. Margins aren't.

You're adding headcount instead of systems. Every new hire eats the profit the growth created.

Your team re-keys the same data into 3 systems.

CRM, scheduling, invoicing — none of them talk to each other. Mistakes cost you jobs.

Estimates sit for days. Customers don't wait.

By the time someone follows up, the customer already signed with someone faster.

The owner is still the bottleneck.

You built a $5M company you can't step away from.

Onboarding a new employee takes weeks.

Every new hire shadows someone for a month. You lose productivity twice.

You can't tell which jobs are actually profitable.

Revenue looks good on paper. You're guessing at true job costs.

You'll map one process so you know which one is the most impactful to your business for possible automation.

(And it may not be AI at all.) These are some sample problems in your business processes we can review using the ICE Framework towards your Opportunity Map.

The Problem

Leads come in after hours. Nobody responds until morning.

Measurable: response time from hours → seconds
The Problem

Estimates go out. Follow-up doesn't happen.

Measurable: estimate-to-close rate increase
The Problem

CSRs manually enter the same info across 3 tools.

Measurable: hours of data entry eliminated weekly
The Problem

New hires take weeks to get productive.

Measurable: time-to-productivity cut in half
The Problem

Invoices go out late. Payments come in later.

Measurable: days-to-payment reduction
The Problem

Reporting is a manual nightmare every Monday.

Measurable: one manual report eliminated
Everything you get
2-hour live workshop — virtual or in-person, customized group size
Automation Priority Matrix — rank what to fix by revenue impact vs. effort
AI vs. Automation Decision Guide — know when you need AI and when a $20/mo tool handles it
Business Case Template — fill-in-the-blank ROI framework for internal buy-in
Live POC walkthrough — see a working automation in action, not a pitch deck
2 hours
Hybrid — virtual or in-person
No tech skills required
$497

Less than what one lost lead, one slow estimate, or one week of manual data entry costs your business.

No commitment. We'll just send the overall outline. Let us know if you'd like to discuss once you see it.