Stop living in spreadsheets.
Free 30-minute teardown of your manual workflows. I'll show you where your hours go and what to automate first. No commitment, no pitch.
Your week shouldn't look like this.
You spend hours copying data between tools. CRM to spreadsheet, spreadsheet to Slack, Slack back to spreadsheet. Every week, same drill.
Your "reporting system" is a Google Sheet with 47 tabs. Half the formulas are broken. Nobody remembers who owns what. But it "works."
You know this should be automated. You just haven't had time to figure out how. So you keep doing it by hand, week after week.
30 minutes. 3 parts. Zero fluff.
The Spreadsheet Escape Plan is a structured 30-minute session designed to give you clarity, not a sales pitch.
Workflow Q&A
- Walk me through your top 3 manual workflows
- Where does data come from and where does it go?
- What breaks most often?
- How many hours per week does each workflow cost you?
Whiteboard breakdown
- I map your workflows visually
- Identify which steps are automatable today
- Flag dependencies and integration points
- Rank by effort vs. impact
One-page ROI sketch
A quick estimate of hours saved per week, cost to automate, and payback period. Enough to decide whether it's worth building -- not a 50-page proposal.
Is this you?
This is for you if:
- You're a founder, Marketing Ops, Sales Ops, RevOps, or Business Ops lead
- Your company has 20-200 people
- You spend hours each week on manual data work
- You know something should be automated but aren't sure what
- You want an honest outside perspective, not a vendor pitch
This is NOT for you if:
- You already have a data team handling automation
- You're looking for someone to build a SaaS product
- You want a free consulting session disguised as a teardown
- Your workflows are already automated and you need optimization
Common questions
Yes. No catch, no credit card, no hidden upsell. I do these because they help me understand what startup founders actually need -- and sometimes they turn into paid work. But there is zero obligation.
You walk away with a clear picture of your top automation opportunities and a rough ROI estimate. If you want to build one, I can scope an Automation Sprint ($5,000-$8,000). If not, no pressure at all.
Just think about the 2-3 workflows that eat the most time. If you can describe them in plain English, that is all I need. No spreadsheets, no documentation, no homework.
Then we will know that in the first 10 minutes and I will tell you. If your problem spans multiple workflows, I will help you figure out the right scope -- the RapidOps Automation Sprint ($5,000-$8,000) handles one well-defined workflow in 1-2 weeks and is usually the right starting point. But most startup workflow problems fit comfortably in 30 minutes.
Book your free teardown
30 minutes. No commitment. You'll know exactly what to automate first and whether it's worth building.
Not ready for a call? Get my workflow automation checklist instead.