Automation assessment

The assessment is a review of how your company works, to find the tasks worth automating first. At the end you get a written plan with priorities and a time and cost estimate for each proposal.

Who is it for?

Companies that know they lose time, but not where

When the team feels everything is done by hand, but nobody has measured which task takes the most hours.

Owners who want to automate without committing to a large project

First you see what can be done and what it would cost; then you decide.

Teams that already tried scattered tools

If you have three apps that don’t talk to each other, the assessment sorts out what to connect and what to drop.

What’s included?

  • A 60 to 90 minute session with the people who do the day-to-day work.
  • A review of the tools you already use: email, spreadsheets, CRM, WhatsApp, accounting software.
  • A list of repetitive tasks with the approximate time they take each week.
  • Automation proposals ranked by impact and ease.
  • A timeline and budget estimate for each proposal.
  • A final call to walk through the plan and answer questions.

How does it work?

  1. We schedule the session

    We set up a video call with the people who know the operation best.

  2. We review processes and tools

    They walk us through key tasks step by step, with real examples.

  3. We prepare the plan

    We analyze what we saw and prioritize the automations with the best return.

  4. We present it

    Within 48 to 72 hours we go through the document together and leave you a copy.

Frequently asked questions

Is the assessment paid?

Yes. It’s a fixed-scope, fixed-price service agreed on before we start.

Do I have to hire you for the build afterwards?

No. The plan is yours to implement with us, with another provider or with your own team.

What do I need to have ready?

Just time from the people involved and view-only access to the tools they use.

Is it useful for a small company?

Yes. Companies of 3 to 20 people often see the biggest difference, because every hour saved matters more.

Start by knowing what to automate

Book the assessment and within a week you’ll have a concrete plan for your operation.

Prefer to reach out directly? WhatsApp +52 228 124 1356 · contacto@firewallsoluciones.com.mx

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