{"product_id":"automation-opportunity-assessment-kit","title":"Automation Opportunity Assessment Kit","description":"\u003cp\u003e\u003cstrong\u003eDecision infrastructure for automation implementers.\u003c\/strong\u003e\u003c\/p\u003e\n\u003ch3\u003eWho it is for\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eIt is intended for automation consultants, implementers, and operators who require a consistent process for discovery and scoping.\u003c\/li\u003e\n\u003cli\u003eIt is primarily used by freelancers and small teams who are selling automation builds.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWhat problem it solves\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eIt prevents low-ROI builds by enforcing scoring and constraints early on.\u003c\/li\u003e\n\u003cli\u003eIt also reduces ambiguous scope, endless back-and-forth, and proposal drift.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWhat’s included\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003ePre-call intake questionnaire (PDF)\u003c\/li\u003e\n\u003cli\u003eDiscovery worksheet (PDF)\u003c\/li\u003e\n\u003cli\u003eROI scoring rubric (XLSX)\u003c\/li\u003e\n\u003cli\u003eAutomation backlog template (XLSX)\u003c\/li\u003e\n\u003cli\u003eScope\/SOW template (DOCX)\u003c\/li\u003e\n\u003cli\u003ePrompt pack (PDF)\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eHow it works\u003c\/h3\u003e\n\u003col\u003e\n\u003cli\u003eSend the intake prior to the call.\u003c\/li\u003e\n\u003cli\u003eRun the discovery using the worksheet.\u003c\/li\u003e\n\u003cli\u003eScore candidates with the rubric.\u003c\/li\u003e\n\u003cli\u003ePrioritize the backlog.\u003c\/li\u003e\n\u003cli\u003eGenerate a scope-ready SOW draft.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003ch3\u003eNot for who\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eThis service is not intended for individuals seeking general automation guidance without conducting a thorough discovery process.\u003c\/li\u003e\n\u003cli\u003eThis is particularly relevant for teams that need to ensure consistent results or manage operations around the clock.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cem\u003eNote: This is a template kit, not legal advice.\u003c\/em\u003e\u003c\/p\u003e","brand":"ClientForge","offers":[{"title":"Default Title","offer_id":56022370419014,"sku":null,"price":79.0,"currency_code":"EUR","in_stock":true}],"url":"https:\/\/www.client-forge.com\/products\/automation-opportunity-assessment-kit","provider":"ClientForge","version":"1.0","type":"link"}