2-Hour Live Workshop

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.

From someone who sat through it
“
Tanya has a great way of asking questions that make you stop and look at your business differently.

During one of our conversations, she prompted me to really examine how I was spending my time and recognize just how many recurring activities I was doing manually every day that could potentially be automated. It was one of those moments where something that had been hiding in plain sight suddenly became obvious.

And as someone building a business largely on my own, that was an incredibly valuable realization. Because my time is one of the resources I can't afford to waste.

Ronda Salazar Ronda Salazar Women in Construction Leadership Coach
What Ronda decided: not to automate it. The mapping showed the ROI wasn't there yet — which is the point. You leave knowing what's worth building and what isn't.
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 or automation (or both). And, no tech background required to decide.
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
Built around your team
Fully customized
to your group.

Group size, format, and focus area — shaped around what your team needs to fix first.

Size & scope are customizable to your team
Call to discuss

Let's talk about your ideal outcome.