Visual Opportunity Map
Interactive heat map and spectrum view showing every task plotted by automation potential and business value. PIN-protected web app you can share with your team.
The Process
Here's Exactly What Happens
No jargon. No sales pressure. A structured working session that gives you a clear plan.
4Steps
1 sessionOnline or in person
STEP 1Walk-through01
STEP 2Map02
STEP 3Model03
STEP 4Build Plan04
The Session
Four Steps. One Session. A Clear Plan.
1
Walk-through
We walk through your entire week. Your recurring tasks, from enquiries to invoicing. Where does time actually go?
You talk. We listen and map. Every task gets captured with how long it takes and how often it happens.
2
Map
Each task gets plotted on a heat map: Automation Potential vs Value Impact. You can see at a glance what is worth automating and what is not.
Tasks cluster into Quick Wins, Big Swings, and Leave Alone.
3
Model
For the top opportunities, the Map estimates hours saved per week, revenue impact, complexity and timeline, with the assumptions written down. These are estimates, not measured results.
You see what each change is worth to your business before committing to anything.
4
Build Plan
You leave with a one-page Business Brain Blueprint: Phase 1 (quick wins), Phase 2 (big swings), Phase 3 (everything else). Prioritised and ready to act on.
The blueprint is yours regardless. Use it with us, use it with someone else, or do it yourself. No lock-in.
Deliverables
What You Get
Business Brain Blueprint
One-page priority roadmap. Phase 1 quick wins, Phase 2 big swings, Phase 3 future possibilities. Clear, actionable, ready to go.
Interactive Heat Map
Visual heat map showing every opportunity in your business, scored by value and effort. See exactly where time and money are going.
Map fee comes off the build
If you go on to the build, the Map fee comes off it.
The Walk-through
The 9 Business Areas We Walk Through
The areas of your business that take time or bring in revenue.
Lead Generation
How new enquiries arrive. Website forms, calls, referrals, social media.
Lead Response
How fast you reply. Who handles it. What falls through the cracks.
Quoting & Estimating
How quotes are built, sent, tracked, and followed up.
Scheduling
Job booking, calendar management, team coordination.
On-site Communications
Updates between office and field. Photos, notes, completion reports.
Invoicing & Payments
Invoice creation, payment chasing, reconciliation.
Reporting
Business data, KPIs, dashboards. What gets measured and what doesn't.
HR & Team Management
Onboarding, timesheets, certifications, training records.
Marketing
Social media, email, content, reputation management, reviews.
FAQ
Frequently Asked Questions
How long does the session take?
45 minutes. We walk through your week and score every recurring task for what to build first.
Do I need to prepare anything?
You'll get a short questionnaire beforehand. Nothing complex. Just helps us hit the ground running.
What if I already know what I need?
Good. The map usually confirms your instinct and surfaces 2 to 3 opportunities you hadn't considered. Order matters.
What happens after the session?
You get your Map as an interactive app and a PDF. If you want to build, we send a proposal based on the map. If not, the map is yours to keep.
Is the session online or in person?
Online or in person. Your choice.
What if automation isn't right for my business?
Then the map tells you that, and you've saved thousands you might have wasted on the wrong thing. That clarity is worth the fee.
Ready to see where your week gets stuck?
Fifteen minutes on your week and where it gets stuck. No slides, no pitch.