Workflow Automation Review · for small business owners
We trace one or two of your most expensive workflows across your spreadsheets, databases, email and business systems, put a dollar figure on the manual effort, and hand you a 90-day automation plan — that we can build. Not generic advice; a specific system.
Free 30-minute intro call · Reviews start at $1,500 · No obligation
Prepared for Riverside Café Co. · July 2026
Executive summary
Riverside runs a healthy business, but month-end close takes ~3 days and roughly 11 hours a week goes to manual data entry across invoicing and scheduling. Marketing is performing well and needs little change. Below are the highest-value fixes, ranked by payback.
Scorecard
We follow one or two of your most expensive workflows across every place they touch — counting the manual steps and what they cost.
The exports, copy-paste, and manual reconciliation living in Excel and Google Sheets between your systems.
What you gain: The re-keying and reconciliation automated away, so the numbers stay right without the manual work.
Your CRM, accounting, POS or ERP — and the gaps where the same data gets re-typed from one into another.
What you gain: Systems connected so data flows once, instead of being re-keyed by hand between them.
The approvals, status-chasing, and back-and-forth that stall a job as it moves between people.
What you gain: Handoffs and approvals moved into an automated flow, so work stops waiting in someone's inbox.
We time every manual touch along the workflow and put a dollar figure on the hours it costs each week.
What you gain: A clear number to build the business case on — hours per week and dollars per year saved.
Sound familiar?
Most owners know things could run smoother but never get time to step back and look. That's exactly what this review is for.
Simple, low-effort, and built around your schedule.
A free 30-minute call to pick the one or two workflows costing you the most time — invoicing, onboarding, reporting, whatever hurts most.
We follow it end to end across your spreadsheets, databases, email and business systems, and quantify the manual effort at each step.
A plain-English automation plan: what to build first, the hours and dollars it saves, and the tools. We can build it for you, or hand it off.
What you walk away with
Everything is written for owners and managers — short, specific, and ready to act on. You'll know exactly what to do next and what it's worth.
Simple, flat pricing
Workflow Automation Review
from $1,500
One flat fee, agreed upfront — no hourly billing and no surprises. The 30-minute intro call is free, and we'll confirm your exact quote before you commit to anything.
Reviews start at $1,500. The exact price depends on the size of your business and how many workflows you want us to trace — we'll confirm a flat quote on the first call, before you commit to anything. The initial 30-minute call is free.
We trace one or two of your most expensive workflows across spreadsheets, databases, email and business systems, count every manual step, and design a 90-day plan to automate the highest-value ones.
Most reviews run over one to two weeks — the working sessions with your team, our analysis, and the final walkthrough — so it fits around running your business.
Yes — that's the point. Unlike a traditional consultant, we identify the opportunity and can build the system. After the review you can run the plan yourself or have us implement it; we scope that separately, no obligation.
Not at all. This is built for owners and managers, not engineers. We explain everything in plain language, and we only recommend automation where it clearly saves you time or money.
Small and growing businesses — typically owner-led teams that have outgrown spreadsheets and manual processes and want to run leaner without hiring more people.
Book a free 30-minute call. We'll learn about your business and show you where a review would pay off.