The problem it solves
Every AI discovery call starts the same way: 'so tell me about your business…' — an hour later you still don't know which workflow is worth automating first.
Built for lead-driven businesses that want qualified leads, not just email addresses.
A short pre-discovery audit that replaces the raw 'book a call' form. Prospects get a ranked shortlist of automation candidates; you walk into the call with the scope already drafted.
每次提交都会成为你仪表板中的一个打分潜在客户。
- Company, role, and team size for context.
- Ranked automation candidates and hours-saved estimates.
- Tool stack and approval structure for scoping.
- Source tag: services page · LinkedIn · webinar · newsletter.
能揭示真实信号的问题。
- 1Which team spends the most hours on repetitive work today?
- 2Which of these workflows exist: support triage, lead handoff, reporting, invoicing, onboarding, content ops?
- 3How many hours per week does the biggest one take?
- 4What tools does it touch — CRM, help desk, spreadsheets, email, custom app?
- 5Who signs off on rolling automation into production?
每位潜在客户都会获得一个有分数、有价值的结果。
高投资回报机会
Two or more workflows above 10 hours/week and pattern-heavy — start with a scoped prototype in the highest-ranked workflow.
一个明确起点
A single workflow stands out — scope a proof of concept before broadening the roadmap.
先打好基础
Data lives in silos or approvals are ad-hoc — recommend a short readiness engagement before an automation build.
带有品牌的个性化结果 — 而不是又一份 PDF。
每次提交都会以类似这样的评分结果页结束。潜在客户获得有用的信息,你得到带有背景信息的评分线索。
- 分数 + 结果分组,附带清晰的一行摘要
- 根据回答定制的推荐后续步骤
- 直接跳转到你日历的预约 CTA
High-ROI opportunities
Support triage and invoice matching together represent ~28 hours/week of manual work — both are pattern-heavy and low-risk to automate first.
Recommended next steps
- Scope a support-triage prototype before month-end
- Draft the invoice-matching workflow with the finance lead
- Defer the customer-onboarding automation to phase 2
One link — share it everywhere it fits.
This template works well in the places your buyers already show up. Drop the link in a bio, a reply, or a scheduled campaign.
Your services page CTA
The LinkedIn bio link and pinned post
Follow-ups after a webinar, podcast, or conference talk
The reply to any 'is AI right for us?' inbound email
Paid ads for ops leaders and founders
A resource in your newsletter's welcome sequence
关于此模板的问题
今天就启动这个评估漏斗。
自定义问题,连接到你的预约链接,开始获取评分线索。
This template ranks automation opportunities against the criteria you configure. It is not an engineering estimate, a security review, or a guarantee of ROI.