Automation Opportunity Assessment Kit

Decision infrastructure for automation implementers.

Who it is for

• It is intended for automation consultants, implementers, and operators who require a consistent process for discovery and scoping.
• It is primarily used by freelancers and small teams who are selling automation builds.

What problem it solves

• It prevents low-ROI builds by enforcing scoring and constraints early on.
• It also reduces ambiguous scope, endless back-and-forth, and proposal drift.

What’s included

• Pre-call intake questionnaire (PDF)
• Discovery worksheet (PDF)
• ROI scoring rubric (XLSX)
• Automation backlog template (XLSX)
• Scope/SOW template (DOCX)
• Prompt pack (PDF)

How it works

1. Send the intake prior to the call.
2. Run the discovery using the worksheet.
3. Score candidates with the rubric.
4. Prioritize the backlog.
5. Generate a scope-ready SOW draft.

Not for who

• This service is not intended for individuals seeking general automation guidance without conducting a thorough discovery process.
• This is particularly relevant for teams that need to ensure consistent results or manage operations around the clock.

Note: This is a template kit, not legal advice.