SHAWNDUNCANBusiness CoachBook
01Systems division

Workflow automation that removes the busywork

If a person is retyping something a computer already knows, that is the project.

Every established small business accumulates administrative sludge. The same customer detail typed into three systems, a spreadsheet rebuilt every Monday, reminder emails sent by hand, a folder created for each new job, a report assembled by copying and pasting. None of it is hard. All of it consumes hours that scale with revenue.

Automation work starts by counting. Which repeated tasks, how often, how long, at what wage — then attacking the ones with real hours and real error risk behind them. Most businesses find ten to thirty hours a week hiding in five or six routines.

The build is deliberately unglamorous: intake that flows into your systems once, handoffs that trigger the next step automatically, reminders that fire on their own, documents that generate themselves, and reports that arrive without anyone assembling them. Then the exception handling, because an automation that fails silently is worse than the manual step it replaced.

You are probably here because

  • The same data gets entered into two or three systems
  • A spreadsheet gets rebuilt from scratch every week
  • Handoffs happen by reminder text
  • Reports are assembled by copy and paste
  • Onboarding a customer or employee is a checklist someone forgets
  • You hired an admin because the paperwork grew, not the revenue
Call (737) 888-0415

Why this sits here

The advisory work identifies the bottleneck. Software gets built when software is genuinely the right fix — not because an agency needs a project. That order is the whole difference, and it is why you will sometimes be told to spend nothing here yet.

02Scope

What we actually do

Task inventory

Repeated administrative work counted by frequency, duration and wage, so the hours are priced before anything is built.

Single-entry intake

Customer and job information captured once and pushed everywhere it is needed, instead of retyped.

Triggered handoffs

Stage changes that create the next task, notify the right person and generate the documents automatically.

Automatic reporting

Recurring reports built and delivered on schedule, with no human assembly step.

Onboarding flows

New customer and new employee sequences that run themselves, with visible completion status.

Failure handling

Alerts, retries and a visible queue, so a broken automation surfaces immediately instead of silently.

03How it runs

The engagement

    01

    Count the hours

    Two weeks of task logging, priced at real wages, to find where the time actually goes.

    02

    Pick the top three

    The routines with the largest hours or the highest error cost. Everything else waits.

    03

    Build and verify

    Automate, run alongside the manual process briefly, then retire the manual step.

    04

    Next wave

    Repeat with the next three, using measured hours saved to justify each one.

Investment

Smaller automations often run $2,500 to $7,500 each. Multi-process builds start around $8,000. Discovery is $1,500 and is credited toward an approved build over $7,500.

What this is not

Automating a broken process just produces bad output faster. Undefined processes get fixed on paper first — usually advisory work, not a software project.

Run the numbers

Run your own numbers first

All free calculators →
04Questions

Straight answers

How do I know automation is worth it?

Count the hours and multiply by the loaded wage. Six hours a week at $28 an hour is roughly $8,700 a year — that sets the budget honestly, before anyone quotes you.

Will this replace my admin person?

Usually it stops you needing the next one. Most owners redeploy the person into work that touches customers or money instead.

Can you automate around software I already pay for?

Often yes. Where your tools expose an API, automation sits on top of them, and replacing a platform only comes up when it genuinely blocks the work.

Thirty minutes. No pitch deck. Bring your numbers.

Schedule Your Growth Assessment

Or call (737) 888-0415