Automation Starter Toolkit
Practical systems for founder-led service businesses ready to reduce manual work.
Built by a professional with 15+ years leading Fortune 500 operations and an MBA with Distinction.
- Founders of $500K–$5M service businesses doing too much manually
- Ops leads who want a repeatable process, not another one-off tool trial
- Teams evaluating automation but unsure what to automate first
Nine ready-to-use artifacts. Zero fluff.
Automation Opportunity Scorecard (Excel)
Score up to 10 manual workflows across six factors, including repetition, time cost, error risk, and founder dependency, and get a ranked list of which one is actually worth automating first.
Workflow Mapping Worksheet + Visual Canvas (Word + PowerPoint)
Map the current-state process before any tool gets chosen: the trigger, the handoffs, the bottlenecks, and the exact point where automation belongs.
Automation ROI Calculator (Excel, 7 tabs)
Conservative, expected, and optimistic scenario modeling that turns time savings into a real business case, so the decision to build is based on numbers, not guesses.
Automation Prioritization Matrix (Excel)
Score candidates on impact, effort, readiness, and risk, then see them plotted on a quadrant map that shows exactly which one to build first.
AI Tool Selection Guide + Comparison Worksheet (PDF + Excel)
An eight-point evaluation framework plus a buy, build, or wait decision tool, so the tool gets chosen after the workflow and the return are clear, not before.
First Five Automations Guide (PDF)
Five proven starting points for service businesses, each with setup steps, common mistakes, and the point at which it is not worth building yet.
SOP Template Library (Word, 10 templates)
Ten ready-to-adapt SOPs, each with a personalization prompt, so documentation does not start from a blank page.
Implementation Checklist + Tracker (PDF + Excel)
A seven-stage build, test, document, and train checklist with a spreadsheet tracker that shows completion by stage.
90-Day Automation Roadmap + Weekly Tracker (PDF + Excel)
A week-by-week, twelve-week pacing plan from finding the friction to measuring results, with a printable tracker to keep the work on schedule.
After a weekend with the toolkit.
Know exactly what to automate first
Stop guessing which workflow will pay off. The scorecard ranks candidates by leverage and effort so you start where the return is highest.
Prove the ROI before you build
The calculator converts founder hours and team drag into dollars, so automation stops feeling like a bet and starts reading like a P&L line.
Document once, delegate forever
The SOP library forces you to capture the decisions inside your head — the ones that keep the business dependent on you.
Implement without creating new chaos
The checklist keeps you honest about testing, rollback, and ownership so your first automations don't quietly break three other things.
Stay on pace without losing momentum
The 90-day roadmap and weekly tracker keep the first build from becoming the only build.
Get instant access — $49$79Launch sale
Click the button below to check out securely with Stripe. The moment your payment clears, you'll be redirected to a private download page and we'll email you a 7-day backup link.
- · Secure checkout powered by Stripe. Cards accepted worldwide.
- · Instant download on the next screen + a 7-day backup link by email.
- · One-time payment. No subscription. Yours to keep forever.
What most people ask.
Do I need technical skills to use this?
No. Everything is designed for founders and operators. If you can use a spreadsheet and describe how your business works, you can use this toolkit.
What format are the files in?
You'll receive a single .zip with editable spreadsheets, Google Doc/Word templates, and PDFs. Nothing proprietary — you own it forever and can adapt it to any tool stack.
Is this specific to a certain platform (Zapier, Make, etc.)?
No. The frameworks are tool-agnostic. The Tool Selection Framework helps you pick what fits your existing stack rather than pushing a specific vendor.
How do I access the download after I pay?
The moment your payment clears, you'll be redirected to a secure download page AND you'll receive an email with a single-use, 7-day download link. Use whichever is more convenient.
What if I need help implementing?
The toolkit is self-serve, but if you'd like Ricardo's help wiring it into your business, you can book a discovery call from the confirmation page.
When the problem is bigger than a weekend of work.
If the drag on your business isn't a missing template but a missing operating system, a Fractional COO engagement or a Founder Capacity Recovery Sprint may be the better fit.