Automation Starter Kit
$97
Templates, a workflow audit checklist, ROI calculator, intake copy, and starter recipes for one repeatable admin workflow.
- Instant digital delivery
- Best before buying implementation
- Useful for owners and ops leads
Workflow ops for service businesses
Fix the handoffs where paid work gets stuck.
AdminFlowKit turns one messy admin workflow into a usable spec: trigger, owner, customer response, tools, handoff rules, and ROI. Start with templates; buy implementation only when the workflow is worth it.
- 1
- workflow per sprint
- 48 hrs
- audit brief target
- $97
- digital entry point
No black-box promise.
Every offer starts from one named workflow, one owner, and one measurable bottleneck.
Built for tools you already use.
Forms, inboxes, spreadsheets, CRMs, calendars, payment links, and reporting handoffs.
Digital first, service second.
Buy templates first; upgrade only when the workflow is worth implementation help.
Recurring research product
Weekly automation RFP signals for consultants and small agencies.
The RFP digest filters public automation, CRM, portal, reporting, and records-management opportunities into a simple pursuit decision: read, partner, no-bid, spec, or submit.
01
Buyer signal
Workflow, document, portal, reporting, or support language that points to implementation pain.
02
Red flags
Certifications, incumbent advantage, addenda, platform lock-in, and impossible timelines.
03
Next action
Read, partner, no-bid, build a response spec, or submit.
Offers
Start at the level of certainty you already have.
Workflow Ops Vault
$297
The kit plus implementation briefs and example workflow maps for service businesses that want less blank-page work.
- Expanded workflow examples
- Sprint-ready scoping structure
- Good fit for operators with multiple bottlenecks
Template Library Membership
$29/mo
Recurring workflow templates, update briefs, and examples for teams that keep finding new admin cleanup work.
- Recurring digital library
- New workflow material over time
- Lower-friction than custom work
Automation RFP Weekly Digest
$79/mo
Curated public automation, CRM, portal, reporting, and records-management RFP signals with fit notes and next actions.
- Recurring research product
- Public sample issue before checkout
- Built for consultants and small agencies
Workflow Audit
$497
A fixed-scope review that turns a messy workflow into an implementation brief, ROI estimate, and tool plan.
- Best when the workflow is unclear
- Delivered in 48 hours
- Creditable toward a sprint
Implementation Sprint
$1,500
One workflow built end to end using your existing tools where possible.
- Forms, CRM updates, follow-ups, spreadsheets, reports
- Delivered in 3-5 business days
- Includes handoff notes and walkthrough
Maintenance Retainer
$750/mo
Ongoing fixes and small workflow improvements after the first sprint.
- Monthly priority queue
- Best after an audit or sprint
- Cancel anytime
Good fit
Workflows with repeat steps and visible leakage.
Missed-call follow-up
Recover the lead before the customer calls the next provider.
Quote request follow-up
Move requests from inbox to estimate to reminder sequence.
Client onboarding
Collect intake, assign tasks, and keep the handoff from stalling.
Invoice reminders
Reduce manual chasing without sounding like a robot.
Spreadsheet reporting
Clean recurring updates before they become Friday-night admin work.
Review requests
Ask at the right moment and route unhappy customers privately.
Where to point traffic
Focused pages for specific buyers and use cases.
Checkout
Buy the smallest useful next step.
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Scoped help