15d • General discussion
🤖 The 5-step checklist we run before automating anything (the same scoring matrix we use on every client)
I've put AI into over 100 service businesses.
The owners who skip these 5 steps waste time and money on systems their team never uses.
Here's why it matters 👇
Most owners automate the thing that sounds coolest — not the thing that actually pays.
So they spend $5k on tools, use them twice, and quietly cancel.
The team nodded along in the kickoff and never opened it again.
The fix is boring, and it works:
Score before you build.
List every workflow your team repeats.
Rate each one 1–5 on:• Hours it eats• Revenue it drives• How doable it is today
Your top 3 are the only things you touch first.
Everything else waits.
Then you give the AI real context, build just those 3 workflows (the ones your team feels in week one), turn the wins into reusable skills, and let your most curious person spread it.
Around week three, it stops feeling like setup and starts running itself.
And every model upgrade makes everything you built better automatically.
Most people quit right before that.
I put the full playbook — with the fill-in scoring matrix and copy-paste prompts — into one guide.
Map your week and tell me the first workflow you'd automate 👇
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🤖 The 5-step checklist we run before automating anything (the same scoring matrix we use on every client)
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