Learning Timeline
Key Insights
Finding the Software 'Wedge'
Focus on the areas where money changes hands (such as deposits or raw material orders). These are strategic points to introduce high-value software solutions or AI Agents.
How to Sell the Value of Automation
Don't just sell 'AI'. Sell the time saved. If you can save 100 hours a year for an owner whose time is worth $400/hour, you have just delivered $40,000 in value to them.
Prompts
Specific Business Workflow Generation
Target:
Claude / ChatGPT
Act as a business process expert. Map out the end-to-end daily workflow of a local roofing company owner. Include lead generation, qualification, site visits, estimation, and material ordering. Identify which steps are repetitive and mechanical.
Step by Step
Mapping Business Workflows for AI Automation
- Identify a specific business sub-niche (e.g., Local Roofing Contractor).
- Open your AI tool of choice, such as Manus, Claude Code, or ChatGPT.
- Enter a prompt asking the AI to generate an end-to-end daily workflow for the business owner.
- Copy the resulting workflow into a visual mapping tool like FigJam, Excalidraw, or Google Docs.
- List every step in detail, starting from 'Check leads' (Website, Google Ads, FB) all the way to 'Order materials'.
- Highlight or mark steps where 'Money changed hands' (transactions occur), such as deposit collections or supplier payments.
- Identify 'Mechanical' tasks that repeat daily (e.g., replying to lead qualification messages).
- Calculate the total time spent on those mechanical tasks per year (e.g., 10 minutes a day x 365 days).
- Multiply the total hours by the business owner's hourly rate (e.g., $400/hour) to determine the quantitative ROI for AI automation.
