01Free intake
$0Route the workflow
Send the workflow, tools, urgency, lead/request volume, budget signal, and contact consent. The system scores the request and creates a response packet for owner review.
Automation diagnostic
Start with one workflow worth fixing.
A free intake for businesses that know manual work is slowing them down and need a clear, paid next step before committing to a larger automation build.
Revenue-first intakeThe diagnostic now captures, scores, and routes the workflow instead of depending on an email client. High-urgency lead and call leaks are pushed toward a first sprint.
How this becomes paid work
Free triage first. Paid scope when the workflow is real.
02Paid diagnostic
$250-$750 fixed scopeMap and scope the first build
One workflow map, bottleneck review, risk notes, first-sprint scope, access checklist, test cases, and launch proof plan.
03Implementation sprint
$750-$2,500+ by scopeTurn the map into working automation
Build the first safe automation around real tools, owner approvals, logs, fallback behavior, and a short handoff note.
What gets reviewed
The diagnostic turns a vague automation idea into a buildable first workflow.
Where leads, customer requests, or internal work enter the business.
Which tools hold the source of truth today: website, CRM, inbox, phone system, database, spreadsheet, or admin portal.
The manual steps staff repeat and the handoffs that create delays.
The edge cases where automation should pause, ask for approval, or escalate to a person.
What proof would show the workflow is working after launch.
You get
- A plain-English workflow map of what happens now.
- A ranked list of automation opportunities by speed, value, and risk.
- A first-sprint scope with the trigger, tools, owner, outputs, and test cases.
- A practical estimate range for build work before anyone commits to a larger project.
- A launch checklist covering access, tracking, logs, fallback behavior, and handoff notes.
How it runs
- Collect the workflow, tools, examples, and current handoff notes.
- Review the bottleneck, source data, risks, access needs, and approval points.
- Choose the first automation candidate and define what should not be automated yet.
- Write the first implementation scope with test cases, proof points, and next steps.
Revenue path
The offer is built around revenue leakage, not generic AI interest.
Lead Recovery Sprint
For companies losing money after the form, missed call, quote request, or stale CRM handoff.
Lead Response Operating Layer
A connected intake path across website, inbox, phone, CRM, alerts, owner reporting, and failure checks.
Real Estate Agent Portal
A packaged agent website, lead path, follow-up operation, Stripe signup, and launch workflow.
How the acquisition loop works
- Capture one workflow with enough detail to qualify it.
- Score urgency, volume, budget signal, and source of revenue leakage.
- Route high-priority leads toward the first revenue-protection sprint.
- Keep a stored record, optional webhook, and optional Supabase insert for follow-up.
Best first workflows
Pick something frequent, expensive, and easy to verify.
Lead response
Website forms, missed calls, inbox requests, and quote inquiries that need a fast next step.
CRM cleanup
Lead status, owner assignment, stale opportunities, duplicate records, and follow-up reminders.
Phone workflow
After-hours intake, call summaries, urgent routing, appointment requests, and staff alerts.
Daily reporting
Owner reports that pull from the tools already in use instead of waiting on manual spreadsheet work.
Quick answers
The point is clarity before a bigger build.
What happens during an automation diagnostic?
We review one workflow, map the current handoffs, identify the safest automation opportunities, and turn the best option into a scoped first build.
Do we need to know exactly what tool we want?
No. It is enough to know where work is slow, repeated, or missed. The diagnostic is designed to choose the practical first move.
Can this become an implementation project?
Yes. The output is a build-ready plan, so the next step can be a fixed milestone or hourly implementation sprint.
Is the intake free?
Yes. The form is a free intake and triage step. If the workflow is a fit, the next step is usually a paid diagnostic or a scoped first implementation sprint.
What does the paid diagnostic usually cost?
Most paid workflow diagnostics are quoted as a fixed $250-$750 scope depending on the workflow, tools involved, urgency, and how much evidence is needed before implementation.
Next step
Send the workflow that is leaking time, leads, or follow-up.
The intake stores the request, scores urgency, and gives Cognautic a clean record for follow-up. If a webhook or Supabase table is configured, the same request is routed there too.
Revenue workflow intake