Cohen PetersonAgents

Audits

Find out what's worth automating.

Before you buy anything, a straight answer.

I look at how you actually work, by talking to you and reading what you'll show me, and write down what's working, what's fragile, and what to automate first. With numbers, in order.

What you get

Four sections

One report in plain words, usually 4 to 8 pages.

Section01

What you run today

Every repeating task I found: who does it, how often, how long, what it depends on. Totaled.

Section02

What's fragile

Where one missed step, one expired login, or one person out sick breaks the flow.

Section03

What to automate, in order

Each one with what the agent would do, your part, what it saves a week, what it needs, and how long to build.

Section04

What not to automate

The things that look automatable and aren't worth it. If the honest answer is "keep doing it by hand," that's the report.

How it goes

Two calls, one report

  1. Intake call

    45min

    You walk me through a normal week. I type.

  2. Read-only look

    2 to 3systems

    Two or three systems you're willing to show me. Nothing changes, nothing is stored.

  3. The report

    4 to 8pages

    Usually about a week later. Plain words.

  4. Delivery call

    30min

    We walk it top to bottom and you leave with one decision.

$1,500Two calls and the report

Comes off any agent you buy within 60 days.

Request

Tell me the problem.

Plain words are best. I read every one of these myself and send back a plan and a price, usually within two days. No payment until you've seen the plan.