Process Automation Assessment

We map your repetitive workflows, score each for automation ROI, and recommend the right tools (n8n, Make, Zapier, Power Automate) with top-5 automations and estimated hours saved. Fixed fee $2,800.

Stop burning hours on work you could automate

I meet small business owners in Orlando who tell me they are too busy to take a step back. They are running their businesses on spreadsheets, sticky notes, and a dozen browser tabs. the truth is: most of those repetitive tasks can be automated with off-the-shelf tools. But figuring out which ones to start with and what tools to use is the hard part.

That is where our Process Automation Assessment comes in. I visit your office (or we do it remotely if you prefer), map every repetitive workflow I can find, and score each one for automation ROI. Then I give you a ranked list of your top-5 automations with estimated hours saved per month and recommended tools like n8n, Make, Zapier, or Microsoft Power Automate. No fluff, no hype. Just a clear plan you can execute.

How the assessment works

We spend half a day together. I shadow your team (or interview key people) to document every recurring task. Things like: emailing invoices, updating inventory, posting to social media, following up with leads, entering data from forms into your CRM. I also look at your tech stack to see what tools you already have and what they can do.

Then I score each workflow on three factors: frequency (how often it happens), complexity (how many steps and systems involved), and impact (how much time or money it would save if automated). I combine those into an automation ROI score. The top-5 workflows get a detailed recommendation with tool choices, estimated implementation effort, and monthly hours saved.

You get a written report with step-by-step instructions for each automation. No locked-in contracts. No ongoing fees. Just the plan. We pick boring tech that actually works, without alot of vendor marketing talk.

Callout: Most clients find 10-20 hours of repeatable work per week per team member. That is real time you can reclaim.

Persona story: Avalon Park Bakery

Take the Avalon Park Family Bakery (I made them up, but they feel real). They take custom cake orders by phone, text, and Instagram DMs. Orders come in all day. Someone writes them on a notepad, then types them into a spreadsheet, then sends a confirmation email manually. The owner told me she spends about 15 hours a week just managing orders and answering the same questions (eg: Do you deliver to Winter Park? What flavors do you have?).

During our assessment, I found five automations that could save them 12 hours a week. The biggest one: an n8n workflow that watches their Instagram DMs, pulls out order details, creates a Trello card, and sends a confirmation text via Twilio. Another: a Zapier integration that takes a new spreadsheet row and sends an email with the order summary. Total tools cost about $50 a month. The bakery owner said she would gladly pay that to get back those 12 hours. this kind of result is what we aim for consistently.

That is the kind of concrete result we aim for: measurable time savings with affordable tools you can manage yourself after we show you how. When a workflow occured daily before, we build it once, and it runs forever.

Tools we recommend

We pick boring tech that works. Here is how we compare the main options:

Comparison table: DIY vs. Our assessment

Approach	Cost	Time to see results	Risk of picking wrong tool
DIY (you figure it out)	Free (your time)	2-4 weeks of trial and error	High. Many businesses waste months on the wrong tool.
Our assessment	$2,800 fixed	1 week from start to report	Low. We test and score each workflow first.

What you get in your report

• Full map of your current repetitive workflows (with diagrams)
• Automation ROI score for each workflow (0-100)
• Top-5 automations ranked by ROI
• Recommended tool for each (n8n, Make, Zapier, Power Automate)
• Estimated hours saved per month per automation
• Step-by-step instructions to build each automation (or we can build it for you seperately)

FAQs

What types of businesses is this for?

Any Orlando-area small or medium business that has repetitive manual tasks. Common examples: service businesses (booking, invoicing), retail (inventory, order processing), professional services (client onboarding, report generation).

Do you need access to my systems?

Yes. I need to see the tools you use (even if they are just spreadsheets and email). I will sign an NDA if needed. All data stays confidential.

Can I do this myself with a freelancer?

You could. But I have seen too many businesses pick the wrong tool first and waste months. Our assessment removes that guesswork. Plus, we know the local context (eg: which tools integrate with common Orlando-area POS systems).

What if I already use Zapier?

Great. We will still find gaps. Most businesses use Zapier for surface-level stuff (eg: sending an email) but miss deeper automations like multi-step workflows with error handling. We can also help you move to a cheaper platform like n8n if it makes sense.

How long does the assessment take?

Half a day for the discovery session. Then I write the report in 3-5 business days. So total turnaround is about a week.

What happens after the report?

You can build the automations yourself using our instructions. Or we can build them for you at an additional fee (hourly or fixed). No pressure either way.

Ready to map your automation potential?

If you are in Orlando or Central Florida and want to stop wasting time on repetitive tasks, let us talk. The assessment starts at $2,800. Fill out the form below or email us at info@aiconsultingorlando.net and we will schedule a quick call to see if it is a fit.

Comparison

Approach	Cost	Time to see results	Risk of picking wrong tool
DIY (you figure it out)	Free (your time)	2-4 weeks of trial and error	High. Many businesses waste months on the wrong tool.
Our assessment	$2,800 fixed	1 week from start to report	Low. We test and score each workflow first.

Most clients find 10-20 hours of repeatable work per week per team member. That is real time you can reclaim.

We pick boring tech that works. n8n, Make, Zapier, Power Automate. Nothing flashy, just reliable.