Example company · Northstar Services

Here's where your time is actually going.

Start here: Recurring reports

Your biggest opportunity isn't "using more AI." It's reducing the manual work around recurring reports and lead follow-up.

Biggest time drain

Recurring reports624 hrs/yr

Biggest financial opportunity

Recurring reports$31K–$40K/yr capacity value

Easiest worthwhile win

Recurring reportsReadiness High · effort low

Total capacity potentially addressable

941–1,346hrs/yr · $60K–$85K/yr

Modeled revenue scenario · separate from capacity

+$100,800/yr illustrative

Your numbers. Transparent assumptions. Capacity value is the value of time returned — not cash saved. Totals add up each workflow separately, so overlapping work can be counted more than once — treat the total as an upper bound, not a target.

Top opportunities

01Recurring reports

424–549hrs/yr addressable

Recommended move

AUTOMATE

Best mechanism

AI-assisted workflow

AI fit

High

Readiness

High

Effort

LOW

Capacity value
$31K–$40K/yr
Modeled revenue scenario
+$101K/yr
Existing environment
HubSpot + Google Workspace + QuickBooks

Automate this.

The economics, the fit and the state of your systems all point the same way. This is a sensible first build.

Recurring reports scores high on fit here: you told us it is highly repetitive and implementation effort looks low given the systems you already run.

What this could look like

  • Pull the same inputs on a schedule and build the report.
  • Generate the written commentary from the numbers.
  • Publish to the channel the team already reads.

02Lead follow-up

292–406hrs/yr addressable

Recommended move

AUTOMATE

Best mechanism

Rules-based automation

AI fit

High

Readiness

High

Effort

LOW

Capacity value
$15K–$21K/yr
Annual hours today
572 hrs
Existing environment
HubSpot + Google Workspace + QuickBooks

03Proposal or quote preparation

159–253hrs/yr addressable

Recommended move

AUTOMATE

Best mechanism

AI-assisted workflow

AI fit

Moderate

Readiness

High

Effort

MODERATE

Capacity value
$12K–$19K/yr
Annual hours today
468 hrs
Existing environment
HubSpot + Google Workspace + QuickBooks

Where each workflow sits

PLAN

DO FIRST

NOT YET

QUICK WIN

ValueEase to implement

Tap a workflow on the map to see its numbers.

Where we would not start with AI

NOT WORTH IT

Customer inquiries

Not worth doing first.

The addressable value here is small relative to the work of building it. Revisit it once something easier is live.

Human judgment sits at the centre of the work, so a person stays in every decision.

Saying no to the wrong automation is as valuable as finding the right one.

This is an example company.

Every number is illustrative. Map your own business and the numbers become yours.