LEAP Workflows · AI & Automation

LEAP Workflows

We find the waste. We build the fix.
You keep the margin.

A paid audit maps every manual workflow in your business and puts a dollar value on each one. Then we build the automations — and project fees scale with the value identified, never a flat rate.

Or book a discovery call
Report in 5 days Credited to project Cancel anytime
Audit Finding
Invoice Follow-up · Acme Plumbing
Step 12 of 47 Mapped
Before · Manual
  • Check accounting tool for overdue invoices
  • Cross-reference contact info in the CRM
  • Draft a follow-up email from scratch
  • Copy invoice details into the email
  • Send, BCC the team, log it in the CRM
  • Set a calendar reminder to check again
  • Repeat for every overdue invoice
After · Automated
  • System detects overdue invoices automatically
  • AI drafts a personalized follow-up, sends it, logs everything
  • CRM, email, and calendar updated in one pass
Before
2 hr/wk
After
5 min/wk
Recovered
$4,950/yr
1 finding of 47 in this audit Total recoverable: $118,400/yr

Before any of this matters, the question is what manual work is actually costing you. Most owners don't know — they see a busy team, not the seven hours a week each person quietly burns on data entry, status chasing, and copy-paste. The number is bigger than you think, and unlike payroll it doesn't show up on a P&L. It just isn't there.

The cost of manual

The work disappears. The cost doesn't.

Manual processes don't show up on your P&L — they show up as an exhausted team, missed margin, and a ceiling on how many customers you can serve. Here's what the data says.

13hrs/wk
Per employee, gone
The average knowledge worker burns 13 hours every week on repetitive manual tasks — data entry, copy-pasting, status chasing, follow-ups. That's a third of a workweek.
$45K+/yr
Hidden labor cost
For a 5-person team, manual process waste adds up to $45,000+ per year in labor costs — money that should be funding revenue work, not paid for re-entering data into a second system.
70%
Of tasks are automatable
Up to 70% of repetitive business tasks can be automated with AI and modern integration tools. Most SMBs just haven't mapped them — so the cost stays invisible.
3.2xROI
Year-1 payback typical
A typical Workflows engagement returns 3-5x its project fee in recovered labor inside year one — and keeps returning every year after, with no additional spend if you self-maintain.

Manual is a tax you pay every week. Stop paying it.

So how much is it costing your specific business? Drop in your headcount, the hours each person loses to manual work, and what an hour of their time is worth. The number it spits out is the conservative case — what you're losing right now, before LEAP touches anything. Use it to decide whether $497 is a price or a discount.

Your math, your numbers

What manual work is costing you right now.

Three sliders. Conservative defaults. Real annual dollars walking out of your business.

Your business

Team size
5 people
Headcount touching manual processes (admin, ops, sales coord, billing).
Manual hours / week / person
13 hrs
Industry average is 13. Yours is probably more.
Loaded hourly cost
$50/hr
Wages + benefits + overhead. Use $50 if unsure.

Annual cost & recovery

Walking out the door / yr $169,000
LEAP project fee (Guided 12%) $20,280
Net Year-1 Recovery
$148,720
Conservative — assumes Guided tier (12% of identified value) and no efficiency improvements beyond hours recovered.
Lost annually
$169K
LEAP cost
$20K
How project fees scale. 8% Advisory · 12% Guided · 18% Hands-on of identified annual value. The audit identifies the value; you pick the delivery tier on the review call.
What we do

End-to-end automation consulting.

We don't just build automations. We find the highest-value opportunities, build the right solutions, and keep them running while your business changes.

Process mapping & cost analysis
Every manual workflow documented, timed, and priced. You see the real annual cost — not a vibe — before any build is scoped.
Custom AI automation builds
Designed for your exact workflow — not generic templates. AI where it matters, simple integration where it doesn't, hosted on your accounts.
Integration architecture
CRM, accounting, email, scheduling, project management — connected so data flows automatically instead of being re-entered by hand at every handoff.
Ongoing optimization & monitoring
Automations aren't set-and-forget. We monitor performance, catch failures, and refine workflows as your business evolves — under the optional retainer.
Quarterly strategy sessions
Every quarter, we review what's working, identify new opportunities, and plan the next round of builds — included with the retainer.
Value-based, never flat-rate
Project fees are a percentage of the dollar value the audit identifies. We anchor to the conservative end so you keep the majority of the upside, every time.

Most of this isn't unique to LEAP — it's the bar. What separates a real Workflows engagement from a DIY Zapier project, an Upwork freelancer, or a Big-4 consultancy is who's responsible when an automation breaks at 2am, and whether the price scales with the value or just the time. Here's how we stack against the four other ways businesses try to solve this.

DIY. A freelancer. A Big-4. Or this.

Four ways an SMB handles automation. Three of them either don't go deep enough or charge enterprise rates for an enterprise scope. We built LEAP Workflows as the option that actually fits.

 
DIY (Zapier/Make)
Upwork freelancer
Big-4 / consultancy
LEAP Workflows
Maps every process first
Puts a $ value on each process
If asked
Fits an SMB scope
Fee scales with value, not time
N/A
Builds you actually own
Sometimes
Licensed back
Picks up the phone when it breaks
Sometimes
Account team
Cost for first opinion
Free / your time
$50–250/hr
$25K–80K
$497
Build / engagement pricing
DIY hours
$80–200/hr
$150K+ project
8–18% of value
Time to first build live
Months, on/off
2–4 weeks
3–6 months
1–2 weeks
The honest read: DIY works if you have a builder on-staff and time to keep it stitched. A freelancer is fastest for a one-shot. Big-4 is the right call only above $5M in process spend. LEAP Workflows is built for the in-between: a real audit + value-based pricing + a phone number when something breaks at 2am.
How it works

From discovery to done.

A clear, proven path from first call to ongoing value. No mystery proposals, no scope creep, no flat-rate gotchas.

01
Free Discovery Call
~20-minute conversation with AJ to understand your business and decide whether LEAP Workflows is the right fit.
02
$497 Audit
45–60 min deep-dive with Andrew, our AI Discovery & Audit Consultant. He maps every manual workflow and prices each one.
Credited to project
03
Branded Report & Review
Effort/Impact matrix delivered in 5 business days. Free 30-min review call where AJ walks you through findings and answers questions.
04
Pick Delivery Tier
Advisory · Guided · Hands-on. You pick the level on the review call. Project fee scales with value identified — never a flat rate.
05
Build & Hand-off
Automations deployed in phases — first one live inside 1–2 weeks. Optional retainer for monitoring and new builds, or self-maintain.

Workflows lives where the work lives — across departments, not industries. A real-estate office and a med practice both have a finance ops team copying invoices into a second tool, both have a customer service queue spending half its day looking up account history. Pick the function closest to your day-to-day to see what we typically find.

Built for your team

Same audit. Your specific workflows.

Every audit is tuned to where the manual work actually lives in your business. Pick a department to see typical findings.

Sales Ops

Every quote, every follow-up, every CRM update — and your reps still spend 40% of the week on admin instead of selling. Workflows turns the admin into a single click and gives the reps their hours back.

Typical findings: lead routing by hand, quote generation from spreadsheets, weekly pipeline reports rebuilt from scratch, post-call note transcription, win/loss data never logged.

Avg recovered·$32K/rep/yr
First build live·10–14 days
What we typically build
  • AI quote generatorFrom your price book + a 30-second voice memo to a branded PDF in the inbox of the right rep.
  • Pipeline auto-reportDaily / weekly digest pulling live CRM data — no more manual rebuild every Monday.
  • Lead-routing rulesBy territory, deal size, or product fit — fired the moment a lead lands.
  • Call-note transcriptionVoice memo → structured CRM note + next-step task, automatically.

Finance Ops

Accounting → CRM → spreadsheet → email. Every invoice walks through four tools and three humans before it gets paid. Workflows shrinks that chain and stops the leakage between systems.

Typical findings: AR follow-up done by hand, journal entries re-keyed from receipts, monthly close reconciliation living in a 12-tab spreadsheet, expense reports chased through email.

Days saved / month·3–6 days
First build live·7–10 days
What we typically build
  • AR auto-follow-upOverdue invoice → AI-drafted email + CRM log + calendar reminder, every Tuesday morning.
  • Receipt → journal entryPhotograph or PDF in, coded GL line out — straight to the bookkeeper's queue.
  • Close reconciliation botPulls bank, AR, AP, and GL into a single reconciled view; flags exceptions only.
  • Expense routingAbove threshold → manager approval; under threshold → auto-classified and posted.

Customer Service

Half the queue is "what's my account status" and "where's my order" — questions the system already knows the answer to. Workflows surfaces the answer to the customer (or to your rep) before anyone has to look it up.

Typical findings: Tier-1 ticket triage by hand, account history rebuilt every call, refund/replacement workflows manually ticketed across three tools, post-resolution surveys sent by hand.

Tier-1 deflection·35–55%
First build live·10–14 days
What we typically build
  • AI ticket triageInbound classified, prioritized, routed in seconds — no human reads it before the rep needs to act.
  • Account-history surfaceOne-click summary on the rep's screen the moment a customer is identified.
  • Refund / RMA workflowSingle form fires the inventory, accounting, and shipping actions in parallel.
  • Auto-CSATPost-resolution survey, structured response captured back to the CRM, escalation routing on detractors.

Operations

Operations is where the seams between tools become full-time jobs. Workflows turns those handoffs into automatic events instead of human checklists.

Typical findings: scheduling done across three calendars, dispatch boards rebuilt each morning, vendor PO chasing by email, equipment maintenance logged on paper, daily ops reports manually compiled.

Avg hrs / wk back·15–25 hrs
First build live·10–14 days
What we typically build
  • Auto-dispatchJob comes in, gets routed to the closest tech with the right skill — no morning whiteboard.
  • PO follow-upVendor lead-time tracked; AI nudges the PO on day 3, day 7, escalates on day 10.
  • Ops dashboardLive numbers (jobs done, on-track, blocked) replacing the daily 8am spreadsheet rebuild.
  • Maintenance logEquipment-side QR scan logs hours, schedules service, alerts when a part is due.

Marketing

Marketers spend more time stitching tools (HubSpot → Mailchimp → spreadsheet → CRM) than running campaigns. Workflows reconnects the chain and frees time for actual creative work.

Typical findings: lead capture forms not auto-routed, list-building done in a spreadsheet, campaign performance reports rebuilt manually, content calendar lives in three places, no attribution pipeline.

Campaign cycle·2–3x faster
First build live·7–10 days
What we typically build
  • Lead capture → CRMWeb form / event scan / referral all flow to the same enriched record automatically.
  • Campaign performance pipeAd spend, opens, clicks, conversions joined to revenue in one report — refreshed nightly.
  • Content calendar syncDrafts in Notion → publish queue in social tools, with approvals in the right lane.
  • Attribution chainFirst-touch through closed-won, surfaced per channel — no more guessing what worked.

Two-step pricing. Step one is the audit, $497, fixed. Step two is the build, and the price scales with the dollar value the audit identifies — never a flat rate, never a number we made up. The audit fee is credited toward the build if you engage. Below is the math, with examples.

Value-based pricing

You pay a fraction of what you save.

Start with the $497 audit. If you engage LEAP for the build, project fees scale with the dollar value the audit identifies — anchored to the conservative end so you keep the majority of the upside.

Step 1 · The Audit
$497
Where every engagement starts

A 45–60 minute deep-dive with Andrew, our Discovery & Audit consultant. He maps every manual workflow in your business, puts a dollar value on each one, and delivers a branded Effort/Impact matrix report inside 5 business days. AJ reviews it with you on a free 30-minute call. The $497 fee is credited toward your project if you engage LEAP for the build.

Step 2 · The Build · You pick the level
Advisory
8–10%
of identified annual value · project fee
Self-led with our written playbook
Step-by-step automation playbook + 60-min Q&A. Your team builds it; AJ is on email throughout for questions.
Example
$120K identified · 8–10% = $9,600 – $12,000
Hands-on
18–22%
of identified annual value · project fee
We execute · white-glove
Grant LEAP temporary admin access; AJ builds every automation directly and walks you through what changed. Fastest path to running automations.
Example
$120K identified · 18–22% = $21,600 – $26,400
Optional retainer
After the build, sign a monthly retainer for ongoing maintenance — 8–18% of your project fee per month, scaled to involvement. New automations as you scale, monitoring, performance tuning, integration fixes when vendors change APIs. Skip it if you'd rather self-maintain.
Prefer monthly?
Some clients prefer to skip the upfront project fee and pay one ongoing monthly subscription instead. AJ can quote that during your review call — typically 25–30% higher than the equivalent project + retainer to reflect the all-monthly cash flow.

What's not in the price

Third-party tool subscriptions (Zapier, Make, n8n, OpenAI API) are passed through at cost on your accounts — never marked up. Custom AI model fine-tuning beyond the audit scope is quoted separately. Multi-region deployments and SSO/SOC-2 hardening are an add-on. The $497 audit fee is credited toward your project if you engage LEAP for the build.

The questions every owner asks before they sign. The audit. The math. The hand-off. Whether you actually own what we built. Asked and answered before you have to email us.

FAQ

Questions & answers.

A 45–60-minute paid deep-dive with Andrew, our Audit consultant. He maps every manual workflow in your business, times the steps, puts a dollar value on each one, and delivers a branded Effort/Impact matrix report inside 5 business days. AJ reviews it with you on a free 30-minute call afterward. The $497 fee is credited toward your project if you engage LEAP for the build.
Project fees are value-based: 8% (Advisory), 12% (Guided), or 18% (Hands-on) of the conservative end of the dollar range your audit identifies as recoverable annual waste. We anchor pricing to the LOW end of the value range so you never feel gouged on a stretch number — you always keep the majority of the upside. The full math (e.g. "12% of $120K identified = $14,400") is shown directly on your audit report under each finding, so you can verify every dollar.

Your $497 audit fee is credited toward the project if you engage us for the build.
Advisory (8–10%) — we deliver a step-by-step automation playbook + 60-min Q&A; your team builds everything. Best when your team has someone who's comfortable in Zapier/Make/Pipedrive and wants to lead.

Guided (12–15%) — we run 6–8 Zoom working sessions over the engagement. AJ designs each automation, your team configures the integrations, AJ verifies. Best for most SMB engagements — balance of speed, learning, and cost.

Hands-on (18–22%) — grant LEAP temporary admin access to your tools; AJ builds every automation directly and walks you through what changed. Best when speed matters or you want white-glove. Lightest lift on your team.

You pick the level on the review call after seeing the audit.
Optional. After your automations are live, you can sign a monthly retainer for ongoing maintenance — 8–18% of your project fee per month, scaled to the level of involvement you want. Covers monitoring, performance tuning, integration fixes when vendors change APIs, and new automations as you scale. Skip it if you'd rather self-maintain after we've handed off.
Most individual automations are built and deployed within 1–2 weeks. A full initial engagement — from audit findings through first batch of automations live — typically takes 4–6 weeks under Guided delivery. Hands-on tends to be faster (3–4 weeks) since AJ executes directly; Advisory is paced to your team's bandwidth. We always deploy in phases so you start seeing value immediately.
We work with the tools you already use — CRMs (HubSpot, Salesforce, Pipedrive, LEAPcrm), accounting (QuickBooks, Xero, FreshBooks), scheduling (Calendly, Acuity), project management (Asana, Monday, ClickUp), email platforms, and more. The build typically lives on Zapier, Make, or n8n depending on your stack. If a tool has an API or webhook, we can connect it; for tools without APIs we build AI-powered workarounds using screen-level automation.
Yes — 100%. Every automation, integration, and workflow lives in your accounts under your billing. If you ever decide to leave, we provide full documentation and transition support. We earn the optional retainer by delivering ongoing value, not by holding your systems hostage.
Ready to start?

Find the leaks. Plug them.

A $497 audit today is cheaper than another year of paying your team to copy-paste. Find out exactly where the money is going — before you spend another quarter not knowing.

or book a free discovery call
Phone(269) 421-2995 Emailhello@leaptosolutions.com Setup5 business days
LEAP Workflows

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