Find the work your business should stop doing by hand.
A working session you go through at your own pace. You answer questions about your own business, the workbook does the math, and you finish with a written 90-day automation plan you can act on, with us or without us.
- Nine short modules. Each one ends with a decision, a worksheet or a number.
- Your answers save as you type. Come back and change them any time.
- Download each module as a PDF, plus your finished plan.
- One 30-minute Automation Review with Merrill Burrows is included.
What you will do
- 0
Start Here
How the workbook works, and a short snapshot of your business.
- 1
Where Is Your Business Losing Time?
Sort the repetitive, rules-based and manual work from the rest.
- 2
Rent It or Own It?
Go through the systems you use and decide what to keep, review, combine or replace. Includes when custom software is not the answer.
- 3
Map Your First Automation
Write down a process as it runs today, cut the steps it does not need, then map trigger, condition and action.
- 4
Use AI in Your Actual Workday
Pick the uses that fit your day and build a prompt you will reuse.
- 5
AI Voice Agents
Find out whether answering calls with AI fits your business. "Not for us" is a valid answer.
- 6
Money & Time Audit
Put a weekly and yearly cost on your biggest leaks, using your own numbers.
- 7
Subscription Software Stack Audit
List what you pay for, what it really costs over five years, and what each tool is worth to you.
- 8
Your 90-Day Automation Plan
Score your candidates, choose one first project, and set the steps for days 1–30, 31–60 and 61–90.
What this is not
It is not a sales presentation. The workbook does not end with a pitch, and the review is not a sales call. Plenty of people finish it and decide the tools they already pay for are fine. That is a good result.
We are not against subscriptions either. Some software is worth renting. The workbook helps you decide which, using your numbers.
The Automation Review
When you finish the core worksheets, you can book one 30-minute call. We look at your plan together and you leave with one of these: a change you can make yourself, a tool that already does it, a project worth quoting, or a reason to leave it alone.
Who it is for
Owners and office managers of small businesses that do too much by hand: service companies, contractors, professional offices, and appointment-based businesses. No technical background needed.