01 / FIND
Find recurring work
Inventory the work happening repeatedly across sales, marketing, admin, customer experience, and delivery.
A 30-Minute Operating Audit
Find the Repetitive Work AI Should Already be Handling in Your Business
The Bottleneck Audit helps You Identify Recurring Tasks, Measure the Time They Consume, and Use AI to Uncover Your Strongest Automation Opportunities, So You Can Free Up More Time.
The Real Issue
Your Business Already Works But Too Much of That Work Still Depends on People Remembering What to Do Next
The issue is not that your team needs to move faster. It is that routine work is still being held together by memory, inboxes, handoffs, and manual follow-up.
01Lead comes in → someone manually responds.
02Client buys → someone manually sends onboarding.
03Appointment scheduled → someone manually sends reminders.
04Report needed → someone manually pulls the data together.
05Lead goes quiet → someone has to remember to follow up.
What the audit helps you identify
See Which Recurring Work Deserves Your Attention and Which Does Not
Turn vague operational frustration into a practical shortlist of what to automate, delegate, simplify, eliminate, or intentionally keep human.
02 / MEASURE
Measure the bottleneck
See who owns each task, how often it happens, and how much time it consumes.
03 / ANALYZE
Let AI analyze it
Use the included AI prompt to review recurring work and surface strong automation opportunities.
04 / PRIORITIZE
Prioritize what to fix
Sort each task into five action categories: automate, delegate, simplify, eliminate, or keep human.
How it Works
A Clear Way to Decide What Gets Fixed First
Audit the work
List the recurring work happening across your business—not just the tasks you happen to remember today.
Enter it in the tracker
Capture frequency, ownership, triggers, time consumed, and whether real human judgment is required.
Use AI to rank opportunities
Run the included analysis prompt to identify what you should automate, delegate, simplify, eliminate, or keep human.
The Actual System
It's Not Just a Guide. It's A Way to Map Out Automatable Work.
You will use the guide to think through the right questions, the Bottleneck Tracker to document the recurring work, and the AI prompt to surface the highest-leverage next moves.
- Learn how to audit the work
- Document the recurring tasks
- Use AI to analyze them
- Know what to automate first
Start the Audit
Find Out What AI Should Take Off Your Plate First
Use the Bottleneck Audit to identify the repetitive work consuming your time, uncover your strongest automation opportunities, and decide what should be automated, delegated, simplified, eliminated, or kept human.
