Not sure which work to automate first? This four-page fillable worksheet is for small and mid-size service and operations owners who want a clear first pick before buying another tool or starting a build.

A five-signal rubric: frequency, rule clarity, copy-paste and handoff friction, error cost, and human-judgment share.
A 2-minute scorecard for four core workflows: Lead Follow-Up and Intake, Quoting and Orders, Reporting and Admin, and Team Handoffs, plus a Priority Pick.
An eight-row recurring-task and handoff inventory, and a "Map before you automate" checklist.
A one-page spec you can bring to a conversation, with clean next steps: a free 30-minute strategy call, an optional Workflow Audit, or an SI Operations Sprint.

Fillable: type into the boxes in any PDF reader on desktop or phone, or print it.

This is a planning tool. It does not promise hours returned, cost savings, revenue, or any particular result. A person should stay in charge of payments, signatures, deletions, and any decision that matters.

Get the fillable PDF

Four pages. Type into the boxes on desktop or phone, or print it.

First name

Last name

Work email

Company (optional)

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Questions about this worksheet: douglasp.schwartz@gmail.com