Projected annual benefit$0Illustrative adjusted portfolio value
Growth pathPrepare → Scale
$360k$240k$120k$0
CurrentPreparePilotScale
Recovered capacity0 hrs
Annual realisable team capacity
First-year ROI0%
After implementation and year-one cost
Payback0 mo
Based on annual net benefit
Highest-value opportunitiesRanked for action
Annual net benefit
01Missed-call text-back
$38,637
02Instant lead response
$69,157
03Appointment booking and reminders
$41,135
Implementation sequenceControlled progression
01Prepare
Confirm process, data and controls.
02Pilot
Test one bounded workflow.
03Scale
Expand after evidence is recorded.
Portfolio assumptions visibleDirectional model · not a guarantee
01Assess the opportunity.
02Test the economics.
03Identify the blockers.
04Decide what happens next.
Interactive diagnostic
Test the economics and readiness of one automation opportunity.
Adjust the assumptions below. The model separates saved time from realisable value, includes implementation and maintenance costs, and changes the recommendation when readiness falls.
Selected workflow
Respond, qualify and route new enquiries
Capture enquiries immediately, ask approved qualification questions and route genuine opportunities to the right salesperson.
EnteredEstimatedDerived
Commercial realism
Saved time is multiplied by the realisable percentage. Revenue is converted to gross profit before it enters the benefit model.
The central case using the assumptions currently entered.
Estimated annual net benefit$69,157Gross benefit less annual operating cost
First-year ROI91%After implementation and year-one cost
Projected annual benefit$0Illustrative adjusted portfolio value
Growth pathPrepare → Scale
$360k$240k$120k$0
CurrentPreparePilotScale
Recovered capacity0 hrs
Annual realisable team capacity
First-year ROI0%
After implementation and year-one cost
Payback0 mo
Based on annual net benefit
Highest-value opportunitiesRanked for action
Annual net benefit
01Missed-call text-back
$38,637
02Instant lead response
$69,157
03Appointment booking and reminders
$41,135
Implementation sequenceControlled progression
01Prepare
Confirm process, data and controls.
02Pilot
Test one bounded workflow.
03Scale
Expand after evidence is recorded.
Portfolio assumptions visibleDirectional model · not a guarantee
01Assess the opportunity.
02Test the economics.
03Identify the blockers.
04Decide what happens next.
Interactive diagnostic
Test the economics and readiness of one automation opportunity.
Adjust the assumptions below. The model separates saved time from realisable value, includes implementation and maintenance costs, and changes the recommendation when readiness falls.
Selected workflow
Respond, qualify and route new enquiries
Capture enquiries immediately, ask approved qualification questions and route genuine opportunities to the right salesperson.
EnteredEstimatedDerived
Commercial realism
Saved time is multiplied by the realisable percentage. Revenue is converted to gross profit before it enters the benefit model.
The central case using the assumptions currently entered.
Estimated annual net benefit$69,157Gross benefit less annual operating cost
First-year ROI91%After implementation and year-one cost
Projected annual benefit$0Illustrative adjusted portfolio value
Growth pathPrepare → Scale
$360k$240k$120k$0
CurrentPreparePilotScale
Recovered capacity0 hrs
Annual realisable team capacity
First-year ROI0%
After implementation and year-one cost
Payback0 mo
Based on annual net benefit
Highest-value opportunitiesRanked for action
Annual net benefit
01Missed-call text-back
$38,637
02Instant lead response
$69,157
03Appointment booking and reminders
$41,135
Implementation sequenceControlled progression
01Prepare
Confirm process, data and controls.
02Pilot
Test one bounded workflow.
03Scale
Expand after evidence is recorded.
Portfolio assumptions visibleDirectional model · not a guarantee
01Assess the opportunity.
02Test the economics.
03Identify the blockers.
04Decide what happens next.
Interactive diagnostic
Test the economics and readiness of one automation opportunity.
Adjust the assumptions below. The model separates saved time from realisable value, includes implementation and maintenance costs, and changes the recommendation when readiness falls.
Selected workflow
Respond, qualify and route new enquiries
Capture enquiries immediately, ask approved qualification questions and route genuine opportunities to the right salesperson.
EnteredEstimatedDerived
Commercial realism
Saved time is multiplied by the realisable percentage. Revenue is converted to gross profit before it enters the benefit model.
The central case using the assumptions currently entered.
Estimated annual net benefit$69,157Gross benefit less annual operating cost
First-year ROI91%After implementation and year-one cost