You’ve mapped processes, found opportunities, and calculated ROI. Now it’s time to give your clients the good news.

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At some point you’re going to be asked whether you can implement the automations you suggested. So you should know…Blue Tusk implements too! We’ll give you a 5% referral fee for every automation your client purchases. Unless you have a team of your own - we recommend handing it over to us from here. Clients appreciate a handoff meeting where your team, Blue Tusk, and the main client contact get introduced to Blue Tusk as your trusted “AI and Automation Team”. After this introductory meeting - you can step away so Blue Tusk can handle technicalities involving implementation.

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🎯 Objective of This Stage

• Lay out the value as clearly as possible
• Get clients excited about the lowest hanging fruit
• Set a follow up meeting to discuss implementation

📜 Executive Summary Structure

1. Current State

• Key processes reviewed
• Hours of manual work identified
• Main pain points discovered

2. Opportunities Identified

• Top 3-5 automation opportunities
• Estimated time savings
• Priority ranking

3. Business Case

• Total annual value potential