Automation for Ontario service firms of 1 to 25 people

You already know something is costing you hours.

You just do not have time to find it. One 90-minute session. A written report a week later with the three things worth automating first.

  • One 90-minute session
  • Your Core Log in one week
  • Half the fee credited to your build

If we find fewer than three things worth automating, or less than two hours a week, you get your fee back. You keep the report.

Core Log, page 1

A sample of what you receive after the audit

Sample

9 hrs/wk

Recovery

hours back each week

$18k/yr

Seams

revenue you are sitting on

4 found

Faults

places work stalls

Five layers, rated

  • LeakingAttract
  • BrokenCapture
  • StrongDeliver
  • BrokenRetain
  • LeakingRun

Top three fixes

  1. 1Client intake, chased by hand4.5 hrs/wk
  2. 2Past-client follow-up, done by memory2.5 hrs/wk
  3. 3Invoices re-typed across systems2.0 hrs/wk

Illustrative figures for a sample firm. Every real number is sourced or marked as an estimate.

The short version

Nobodydesignedyourprocesses.Theysettled.Wefindwherethehoursgo,measurethem,andgivethemback.

Time, recovered.

What we do for you

1Hours back.

The chasing, reminding and re-typing runs on its own.

2Revenue you are missing.

Quiet past clients and cold leads get followed up.

3Nothing slips.

Fast replies and clear updates, even when you are busy.

01Who it is for

Owners who can feel the drag, but cannot point to it.

Service firms of 1 to 25 people in Ontario: law, accounting, clinics and other client-service firms. Good at the work, buried in everything around it.

0/4Tap the ones that sound like you.
02Estimate your hours

How many hours are hiding in your week?

Move the sliders. This is a rough estimate. The Core Sample replaces it with measured numbers.

Assumption: about 30% of repetitive admin can be automated or removed. 48 working weeks a year. This is an estimate, not a finding.

Estimated hours back

6.0hrs/wk

About 6.0 hours, most of a working day, every week.

Hours per year

288

Value per year

$17,280

03Five layers

Every service business runs on the same five layers.

The Core Sample reads each one and rates it Strong, Leaking or Broken. Here is what we look for in each.

Layer 01

Attract

How new business finds you.

Where it leaks

  • Posting that happens when someone remembers
  • Review requests that never go out
  • Referral partners who never hear from you

What a fix can look like

  • Review request sent when a job closes
  • Referral partner check-ins on a schedule

Layer 02

Capture

From first inquiry to signed client.

Where it leaks

  • Slow replies to new inquiries
  • Booking by back-and-forth email
  • Intake forms chased by hand

What a fix can look like

  • Instant reply and booking link on every inquiry
  • Intake reminders that send themselves

Layer 03

Deliver

The work, and what clients see of it.

Where it leaks

  • Clients asking “where are we?”
  • Reminders sent one by one
  • Missing documents found too late

What a fix can look like

  • Status updates at each milestone
  • Document checklists that follow up on their own

Layer 04

Retain

After the job is done.

Where it leaks

  • No check-in after delivery
  • Renewals caught at the last minute
  • Past clients nobody calls

What a fix can look like

  • Renewal alerts well ahead of the date
  • Past-client touchpoints on a calendar

Layer 05

Run

Money, records, compliance.

Where it leaks

  • Invoices sent late
  • Re-typing between systems
  • Reports built by hand every month

What a fix can look like

  • Invoices created from finished work
  • One entry, synced across your tools
04How it works

Thirty days. One session. One decision.

Ninety minutes of your time. Nothing else is required.

Day 0

Ten minutes, before we meet

A short form: your team, your tools, your rough numbers. We spend the session on your business, not on basics.

Day 1

Ninety minutes on your business

We walk every task from first inquiry to final invoice. How often, how long, who does it, where it breaks. You talk. We record.

Day 7

Your Core Log, then a 30-minute call

A written report: your numbers, where they came from, what to do first. Then a 30-minute call to walk through it and answer questions. Yours to keep, whatever you decide.

Day 30

One decision

Approve a build with us within 30 days and half the audit fee is credited to it. Build elsewhere, or do nothing. You owe nothing more.

05The Core Log

A written record. Not a deck of suggestions.

One week after your session, you get the Core Log: your written report. Here is a sample.

Sample Core Log · for illustration

Illustrative

Every new inquiry gets the intake form at once. Reminders go out on day 2 and day 5. Completed forms land in your files, named and sorted.

What is inside

  1. 01CoverYour client file number, business and date
  2. 02Three MeasuresHours back, money missed, and where work breaks
  3. 03Layer by LayerFindings and a rating for all five layers
  4. 04Top Three FixesRanked by hours and dollars recovered
  5. 05RoadmapRecommended build order and timeline
  6. 06InvestmentA fixed-fee quote, with half your audit fee credited
  7. 07AssumptionsEvery number sourced, or labelled as an estimate

How you receive it

A private web pageUnlisted, branded, easy to share with a partner.
A visual PDFThe summary, for a quick read.
A long-form PDFEvery finding and every assumption.
06How we work

Four commitments, in writing.

Automation should make you less dependent on us, not more. These hold for every client.

01

You own your accounts and your data.

Every tool is set up in your name. You pay for usage directly. If we part ways, everything keeps running.

02

A person approves wherever judgment matters.

Anything regulated, anything that touches client money, and anything that speaks for you waits for a human yes.

03

Every estimate is marked as an estimate.

Measured numbers and estimates are kept apart in the Core Log. Each one shows where it came from.

04

You get a plain-language report every week.

Once anything is running, you get one screen every Monday: what ran, what failed, what we fixed.

The refund promise

If we find fewer than three things worth automating, or less than two hours a week, you get your fee back. You keep the report.

After the audit

The Core Log is yours whatever you decide. If you want the fixes built, there are two options.

The Build

Optional
  • A fixed fee, never hourly
  • One layer at a time, starting with the biggest fix
  • Built on the tools you already use
  • Build time stated in hours before we start

Bedrock

Optional, monthly
  • Monitoring, so failures are caught early
  • Fixes and small changes included
  • A monthly review of what to adjust
  • A one-screen report every Monday
Arash Doulatshahi, founder of Stratadyne Advisory, in Toronto

Arash Doulatshahi

Founder, Stratadyne Advisory · Toronto

07Who you will work with

The first business I audited was my own.

I am a licensed mortgage broker in Toronto. My trade is reading financial files line by line. Before I offered this to anyone, I ran the same audit on my own regulated practice and automated every layer of it.

We number every client file. My practice is Specimen 001, the first one. You work with me directly, from the first call to the last build.

Four lines I do not cross

  • No lock-in.
  • No guarantees I cannot back.
  • No machine where judgment belongs.
  • No building what you do not need.

8

workflows running daily in my own practice

5 of 5

business layers automated

08Questions

Straight answers.

Anything else, ask on the call. Or write to [email protected].

The Core Sample is a fixed fee. You get the number on the free first call, before you commit to anything. Half is credited to your build if you approve one within 30 days. If we find fewer than three things worth automating, or less than two hours a week, you get your fee back. You keep the report.

Start here

In a free 30-minute call, you will know whether there are hours buried in your business.

No sales pitch. A straight answer. If there is nothing worth fixing, I will tell you.

Prefer to talk now? Call or text

647 822-6013

No obligation. The Core Sample is something you decide on after the call.