90-second workflow Loom
Show the manual workflow, the current tools, and the exact moment work slows down.
Turn a messy workflow into a clear sales conversation.
The offer lands faster when prospects can see the manual pain, the automation path, the ROTI math, and the monthly ownership model in one simple story.
ROTI estimate
Use weekly hours, blended hourly value, automation coverage, build cost, and retainer cost.
Before and after map
Turn scattered steps into one visible operating path with triggers, owners, and exceptions.
First workflow score
Rank automation candidates by time saved, risk, access complexity, and speed to value.
Screenshot asset
Before and after workflow map
This is the type of simple visual that can go into an email, a Loom, or a proposal after discovery.
Manual state
01
Lead arrives
02
Manual research
03
Owner reminder
04
Spreadsheet update
Managed automation state
01
Capture
02
Enrich
03
Route
04
Report
Alerts
Human review
Owner dashboard
90-second Loom structure
1
Show the work
Open the current workflow and point out where the request starts, which tools are touched, and who owns each step.
2
Name the drag
Call out the weekly hours, bottlenecks, mistakes, delayed follow-up, missed revenue, or owner frustration.
3
Show the desired output
Show the report, CRM update, customer message, routing decision, or status view the business actually wants.
4
Close with ROTI
Estimate hours saved and compare it to an audit, build sprint, and retainer path.
Discovery intake
This is what a prospect should send before an audit or build sprint. It also gives outreach a clear call to action.
The recurring workflow you want off your plate
Current tools, data sources, and places work gets stuck
Rough weekly volume, time spent, cost of errors, and owner pain
Examples of the ideal output, handoff, report, or decision process
Build path
Keep every prospect conversation tied to the same path.
01
Score the workflow
Map volume, hours, cost of delay, error risk, owner pain, required access, and likely ROTI.
02
Ship the first system
Build the smallest durable automation that changes the workflow instead of adding another tool.
03
Launch with guardrails
Add logging, alerts, rollback paths, docs, and human review where business judgment matters.
04
Compound monthly
Monitor, tune, fix, report on savings, and expand the automation map one workflow at a time.
Screenshot this
Use the ROTI calculator result plus the before/after map as a lightweight proposal asset.
Record this
Create one Loom showing a real manual workflow and where a managed automation would remove time.
Send this
Lead with the workflow pain and ask for a 15-minute audit fit call, not a broad AI strategy meeting.