Find Your Best AI Automation in 20 Minutes
A free self-assessment guide for operations leaders at small and mid-sized businesses.
Your team spends hours every week on repetitive manual work: data entry, document processing, report assembly, routing information between systems. You know AI can automate some of it. You just don't know which process to start with, or what the savings actually look like.
This self-assessment gives you both answers. Download it, spend 20 minutes with it, and walk away with a specific automation opportunity and a real dollar estimate of what it could save you annually.
Free to download. No consultation required. Everything you produce is yours to keep.
Get Your Free Self-Assessment
What the Guide Covers
The self-assessment walks you through three steps, each building on the last.
Identify Your Process
You'll evaluate your team's workflows against five automation signals: data entry, document processing, verification, routing, and reporting. The more signals a process matches, the stronger the case for automation. By the end of this step, you'll have selected the process with the highest potential.
Map It Step by Step
You'll walk through your selected process and document each step: what happens, who does it, what system they use, how long it takes, and where errors or delays show up. The guide includes a worked example (insurance policy intake) so you can see what a completed map looks like.
Estimate Your Savings
A simple worksheet calculates the annual labor cost of your process and gives you a savings range. Realistic AI automation typically recovers 60% to 90% of labor costs depending on how much of the workflow is fully versus partially automated. You'll see both a conservative and aggressive estimate.
Who This Is For
This guide is built for CEOs, COOs, and operations leaders at small and mid-sized businesses who know they need to move on AI but haven't found a clear starting point. If your team is doing manual, repetitive work that follows a roughly consistent pattern, and you want to know what automating it would actually be worth, this is the right next step.
What You'll Receive
After 20 minutes, you'll have a documented automation opportunity with a dollar figure attached to it. That's useful whether you act on it yourself, bring it to your leadership team, or use it to evaluate vendors. Everything you produce is yours to keep.
Want More Than One Process? Start Here, Then Go Deeper.
This self-assessment covers one process. It's a starting point. Our full AI Readiness Assessment covers your entire operation.
| Self-Assessment (Free) | Full AI Readiness Assessment | |
|---|---|---|
| Scope | One process | Every process worth automating |
| Process mapping | You fill it in | We map it with you, step by step |
| Automation scoring | You check the boxes | We score each process for automation fit |
| ROI model | Back-of-envelope savings range | Full financial model with labor, error, and throughput costs |
| AI maturity assessment | Not included | Where you stand today and what to do next |
| Implementation roadmap | Not included | What to build, in what order, with timelines and targets |
Send Us Your Completed Assessment for a Free Review
Fill out the self-assessment and email it to hello@exacttempo.com. We'll review it at no cost, share where we see the biggest opportunities, and discuss whether a full assessment makes sense for your business.
No commitment, no sales pitch. Just a look at what you've put together and an honest take on where the opportunity is.