OPERATIONAL EFFICIENCY IMPLEMENTATION
Reclaim 10-15 Hours Weekly Using AI on Internal Tasks
WHO IT'S FOR
Tax professionals, financial advisors, insurance agents, and CPAs who want to eliminate bottlenecks, handle more clients, and reclaim 10-15 hours per week.
You're working 60+ hour weeks and still maxed out. Research takes forever. Document processing is manual and tedious. Your team is overwhelmed. You want to expand services (advisory, planning, etc.) but have zero time. Hiring isn't the answer, you need better systems.
THE SOLUTION
We audit your entire workflow, identify bottlenecks, and implement AI automation throughout your practice—from client onboarding to service delivery to follow up.
INVESTMENT
Custom project pricing based on:
● Practice size and complexity
● Number of workflows to optimize
● Team size and training needs
● Integration requirements
Typical investment: Most implementations range from $10,000 -$15,000 depending on scope and practice size.
PAYMENTS OPTIONS
● 50% upfront, 50% at completion
● Monthly installments over 3-4 months
● Full payment (5% discount)
THE PROCESS
WEEKS 1 - 2: AUDIT & STRATEGY
● Workflow mapping (every step you and your team take)
● Bottleneck identification (where time is wasted)
● Opportunity analysis (highest-impact improvements)
● Tool recommendations
● Custom implementation plan
Deliverable: Complete audit report + implementation roadmap
WEEKS 3 - 6: IMPLEMENTATION
● AI tool setup and configuration
● Prompt library development (30-50 custom prompts)
● Workflow automation build
● Template creation (emails, documents, processes)
● Integration with existing systems
● Team training materials
Deliverable: Working systems ready to use
WEEKS 7 - 12: OPTIMIZATION & SUPPORT
● Monitor usage and results
● Troubleshoot issues
● Refine prompts and workflows
● Measure time savings
● Team adoption support
● Continuous improvement
Deliverable: Performance report + optimization recommendations
WHAT YOU GET
For Tax Professionals:
Tax research in minutes instead of hours
Automated document processing
Client communication templates
Return preparation checklists
Advisory service frameworks
Handle 2x clients without hiring
For Financial Advisors
Meeting prep cut from 2 hours to 20 minutes
Client email drafting in seconds
Research automation
Content creation systems
Onboarding automation
Serve 30% more clients
For Insurance Agents
Lead qualification automation
Follow-up sequences
Proposal generation
CRM integration
Pipeline management
Close more deals faster
TYPICAL TIME SAVINGS
● Email responses: 5-8 hours/week
● Research: 3-5 hours/week
● Meeting prep: 2-4 hours/week
● Document processing: 2-3 hours/week
● Content creation: 1-2 hours/week
Total: 10-15+ hours per week reclaimed
AFTER PROJECT COMPLETION
Option 1: You're self-sufficient (everything is built and documented)
Option 2: Ongoing support available at $500-1,000/month (troubleshooting, updates, new use cases)
Option 3: Transition to managed service if you prefer ongoing hands-off approach
Typical Results
10-15 hours weekly time savings
30-40% faster meeting preparation
Ability to take on 20-30% more clients (same team, better efficiency)
More consistent, higher-quality client service
Reduced team burnout (less administrative tedium)
Better compliance (documented AI workflows and controls)
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