Automation Intake Pack preview
Buyers should be able to inspect the shape of the pack before they pay. This page shows selected real sections from the actual files without exposing the full bundle.
$19 one-time template pack
What this preview is showing
You can review real prompt blocks, checklist rows, and worksheet structure. What stays paid is the complete editable bundle and the full delivery download.
Preview scope
The public layer shows selected sections from four working files: questionnaire, workflow worksheet, permissions checklist, and proposal template.
Visual proof
Two real excerpt windows from the paid pack
Real preview snapshot
Client intake questionnaire
Captures business context, workflow triggers, systems, data, constraints, and success criteria before the scoping call drifts.
Document preview
client-intake-questionnaire.md
Actual discovery questions from the paid file
Client intake questionnaire
Captures business context, workflow triggers, systems, data, constraints, and success criteria before the scoping call drifts.
- What is the main workflow problem you want solved right now?
- Why is this a priority now instead of later?
- What happens if nothing changes in the next 30-60 days?
Selected prompts only. The full questionnaire, response notes, and close summary stay inside the paid bundle.
Real preview snapshot
Workflow mapping worksheet
Turns messy call notes into a current-state map, target-state design, and first-pass implementation scope.
Document preview
workflow-mapping-worksheet.md
Actual worksheet structure from the paid file
Workflow mapping worksheet
Turns messy call notes into a current-state map, target-state design, and first-pass implementation scope.
| Step | Trigger / input | Owner | Tool / system | Output | Pain / risk | Automation opportunity |
| --- | --- | --- | --- | --- | --- | --- |
| 1 | | | | | | |
This shows the live mapping table format only. The rest of the worksheet and scope triage stay paid.
What stays paid
- The full editable files and the bundle download.
- The full risk register, launch gate, and proposal shell.
- The verified success-page access path that delivers the actual bundle.
Selected excerpts from the real pack
These cards are public on purpose. They prove the pack exists, show the level of detail, and still leave the full working bundle as the paid unlock.
client-intake-questionnaire.md
Client intake questionnaire
Captures business context, workflow triggers, systems, data, constraints, and success criteria before the scoping call drifts.
Preview proof
Client intake questionnaire
Captures business context, workflow triggers, systems, data, constraints, and success criteria before the scoping call drifts.
Document preview
client-intake-questionnaire.md
Actual discovery questions from the paid file
Client intake questionnaire
Captures business context, workflow triggers, systems, data, constraints, and success criteria before the scoping call drifts.
- What is the main workflow problem you want solved right now?
- Why is this a priority now instead of later?
- What happens if nothing changes in the next 30-60 days?
- Which result matters most: time saved, errors reduced, speed, visibility, lead response, handoff quality, or something else?
Selected prompts only. The full questionnaire, response notes, and close summary stay inside the paid bundle.
workflow-mapping-worksheet.md
Workflow mapping worksheet
Turns messy call notes into a current-state map, target-state design, and first-pass implementation scope.
Preview proof
Workflow mapping worksheet
Turns messy call notes into a current-state map, target-state design, and first-pass implementation scope.
Document preview
workflow-mapping-worksheet.md
Actual worksheet structure from the paid file
Workflow mapping worksheet
Turns messy call notes into a current-state map, target-state design, and first-pass implementation scope.
| Step | Trigger / input | Owner | Tool / system | Output | Pain / risk | Automation opportunity |
| --- | --- | --- | --- | --- | --- | --- |
| 1 | | | | | | |
| 2 | | | | | | |
This shows the live mapping table format only. The rest of the worksheet and scope triage stay paid.
permissions-risk-checklist.md
Permissions + risk checklist
Prevents sloppy scoping by forcing access, compliance, data-sensitivity, and rollback questions before launch promises are made.
Preview proof
Permissions + risk checklist
Prevents sloppy scoping by forcing access, compliance, data-sensitivity, and rollback questions before launch promises are made.
Document preview
permissions-risk-checklist.md
Actual checklist slice from the paid file
Permissions + risk checklist
Prevents sloppy scoping by forcing access, compliance, data-sensitivity, and rollback questions before launch promises are made.
- [ ] There is a human review point if the workflow can create financial, legal, or reputational damage.
- [ ] There is a failure notification path.
- [ ] There is a rollback or manual fallback process.
- [ ] There is a clear owner for monitoring issues after launch.
This is one section of the checklist. The full launch gate and risk register remain part of the paid pack.
proposal-ready-summary-template.md
Proposal-ready summary template
Packages the discovery output into a client-facing summary that can be sent as a quote companion or a light proposal.
Preview proof
Proposal-ready summary template
Packages the discovery output into a client-facing summary that can be sent as a quote companion or a light proposal.
Document preview
proposal-ready-summary-template.md
Actual proposal template section from the paid file
Proposal-ready summary template
Packages the discovery output into a client-facing summary that can be sent as a quote companion or a light proposal.
| Phase | Outcome | Estimated timing |
| --- | --- | --- |
| Discovery / validation | | |
| Build / configuration | | |
You are seeing the timeline block only. The full proposal shell, assumptions, and next-step close stay behind checkout.
See a clearly labeled worked example, not just raw excerpts
This is a fictional worked example built to show how the pack can be filled out. It is not a client story, testimonial, or promised result.
Sample scenario
Website inquiry to proposal routing for a small service business
A three-person B2B services agency wants faster follow-up on warm website inquiries and a cleaner handoff from first form submission to scoped proposal draft.
Filled intake answers
Shows how to turn a vague discovery request into concrete notes about urgency, systems, owners, and success criteria.
Current-state workflow map
Shows the actual step-by-step table shape with pain points, handoffs, and automation opportunities filled in.
Risk and proposal framing
Shows where the pack forces human review, launch limits, and an honest phase 1 recommendation.
How the files work together
1. Qualify before the call
Send the questionnaire first so the live conversation starts with goals, systems, and constraints already on the table.
2. Map the current workflow
Use the worksheet to document triggers, handoffs, edge cases, and the exact point where automation is worth the effort.
3. Check risk before promising scope
Review permissions, data sensitivity, failure modes, and human-review requirements so the proposal stays honest.
4. Turn notes into a proposal fast
Use the summary template to package the project, assumptions, deliverables, and next step without rewriting from scratch.
Full paid bundle contents
The preview is only the proof layer. The paid bundle still includes the complete editable files, delivery notes, and verified downloads.
Product overview + delivery notes
README.md
Explains who the pack is for, how to use it, what is included, and how it ties back to the featured stack.
Client intake questionnaire
client-intake-questionnaire.md
Captures business context, workflow triggers, systems, data, constraints, and success criteria before the scoping call drifts.
Workflow mapping worksheet
workflow-mapping-worksheet.md
Turns messy call notes into a current-state map, target-state design, and first-pass implementation scope.
Permissions + risk checklist
permissions-risk-checklist.md
Prevents sloppy scoping by forcing access, compliance, data-sensitivity, and rollback questions before launch promises are made.
Proposal-ready summary template
proposal-ready-summary-template.md
Packages the discovery output into a client-facing summary that can be sent as a quote companion or a light proposal.
Sample filled example
A fictional example of how the pack gets used
This is not a real customer or a promised outcome. It is a clearly labeled sample built to show how the intake questionnaire, workflow map, and proposal summary can connect once you start using the pack in a real discovery process.
Sample use case
A solo operator is helping a small recruiting firm automate lead intake, candidate follow-up, and weekly reporting. The firm is currently juggling form responses, manual emails, and spreadsheet updates by hand.
1. Intake questionnaire — sample answers
- Primary outcome: reduce manual follow-up and stop missing warm inbound leads.
- Current bottleneck: website form leads wait too long before first response.
- Core systems: web form, Gmail, Airtable, Slack.
- Sensitive risk area: candidate data and client contact records need limited-access handling.
2. Workflow map — sample outline
- Trigger: new lead form submitted
- Step 1: validate the lead and write the clean record into Airtable
- Step 2: send the first response email with the right service path
- Step 3: notify the operator in Slack if the lead matches priority criteria
- Step 4: roll activity into the weekly reporting view
3. Proposal-ready summary — sample framing
Build a lead-intake automation that captures inbound requests, routes them into Airtable, triggers the first response email, posts high-priority leads into Slack, and reduces follow-up lag. Scope assumes existing Gmail and Airtable access, basic form access, and operator review for edge cases.
Why this example helps
- It shows how the pack turns messy discovery notes into a scoped workflow instead of a vague “we should automate this” conversation.
- It makes the bridge from intake → map → proposal visible, which is the real value of the pack.
- It gives the buyer a concrete picture of what they are paying for without leaking the whole editable bundle.
Important note
The full paid pack still includes the actual editable source files. This preview only shows the shape of the work so the buyer can judge fit before checkout.