Deletethe Details
Freedom from minutiae… Helping Business Owners get
where they’re going better and faster.
This is practical AI!
Deletethe Details
Freedom from minutiae… Helping Business Owners get where they’re going better and faster.
The Challenge
What we’ve noticed about TBOs
- We want our TAB business to grow
- We get bogged down in the details
- Too many things to do and not enough time
- We don’t delegate
The Challenge
Working with business owners over the past 19 years, here’s what we’ve noticed:
- Business owners are massively overworked
- Business owners spend a lot of time on things that don’t grow their business
- Business owners are not good at delegating
Add a Unique Perspective
- A career’s worth of expertise in software development and engineering
- In depth work with business owners through peer advisory boards and executive coaching
- Running and expanding Focused Directions since 2017
- New and more accessible AI tools
The Solution
Focused Directions Customized Automations for Business Owners
Automation Consulting
Discover automation ideas and the best place to start for your business.
$350/session
Automation Design & Engineering
Dive into the details, design the automation and get a rough estimate.
$350/session
Create/Enhance an Automation
Based on the rough estimate provided during the Automation Design & Engineering, engage the engineers to implement the automation.
$250/hour
Case Studies
Automation: Client Portal
Automation paid for itself in 3 months, cut client action item and follow tasks up by 75%
Business need addressed:
- Better client experience – fewer emails; easy access to their info and action items
- Elimination of manual processing of client meeting notes, action items and communications
Description of automation:
- Client facing portal to view projects, status and
action items - Interactive internal portal to prep for client
meetings and capture client goals and action
items - Automated client reports
- Automated reminder emails
- Easy to access client history and data
Automation: Sales Support
Automation paid for itself in 2 months based on the volume of new connections
Business need addressed:
- Successful sales efforts through enabling follow up and engagement
- Offloading tedious tasks from the sales team
Description of automation:
- Captures of meeting notes, next steps and facilitates of follow up
- Automatically makes CRM system updates
- Does LinkedIn research and sends connection requests
- Supports virtual and in-person meetings
Automation: Estimate Processing
Automation paid for itself in 3 months, plus eliminated the need for a 2nd assistant
Business need addressed:
Description of automation:
- Estimates delivered to clients and prospects quickly
- Elimination of manual tasks to coordinate communications, client data, CRM workflow updates and file management
Description of automation:
- Automatically enters estimate requests into CRM and kicks off next steps
- Coordinates communications to gather technical data input
- Automatically sends out completed estimates
- Keeps CRM up to date
