Sample Report · What you'll receive
Your stack has a leak. Here's where.
This is what a real scorecard looks like. Submitted by a Greenville MSP at $2,840/mo in tool spend. Get yours.
Estimated Monthly Savings
$1,640
That's $19,680 a year back in your pocket, plus an estimated 11 hours per week of operator time freed up by automation.
Section 01 · The scorecard
How your stack actually stacks up.
We graded your current operation against three benchmarks: how much you're overpaying, how much manual labor you're stuck doing, and how ready your team is to roll out AI tools.
Bloat Score
68
Out of 100 — high overlap detected
Manual Load
42
Hours/mo doing AI-replaceable work
AI Readiness
B+
Your team can absorb new tools fast
Section 02 · The swaps
Where the money's hiding.
These are the biggest wins. Same job, cheaper tool (or no tool at all because AI can handle it).
| Current | Replace With | Why | Monthly Save |
|---|---|---|---|
| HubSpot Pro $890 / mo | Attio + Claude $129 / mo | You use less than 30% of HubSpot. Attio + an AI workflow covers what you actually need. | +$761 |
| Zapier Business $199 / mo | n8n self-hosted $20 / mo | Same automations, no per-task pricing. We set it up once, it runs forever. | +$179 |
| ChatGPT Team x 6 $180 / mo | Claude Pro x 6 $120 / mo | Better at long-form work, better for your team's workflow, cheaper. | +$60 |
| Calendly Premium + 2 add-ons $48 / mo | Cal.com $15 / mo | Open source, all the features you use, no add-on tax. | +$33 |
Section 03 · The automations
What AI can take off your plate.
You flagged inbox triage, proposals, and meeting notes as time sinks. Here's where AI steps in and how many hours you get back.
Workflow 01
Inbox Triage Agent
An AI agent reads every email, drafts replies to known patterns, flags VIPs, and stages your morning inbox so you only see what matters.
≈ 5 hrs / week back
Workflow 02
Proposal Generator
Drop a discovery call transcript in, get a branded proposal back in your voice. Pulls from your template library and adjusts to the deal.
≈ 3 hrs / week back
Workflow 03
Meeting → Action Items
Auto-summarizes every call, extracts commitments, drops them in your project tool, and emails next-step recaps to attendees.
≈ 2 hrs / week back
Workflow 04
Weekly Report Builder
Pulls numbers from your tools every Friday and writes a one-page report ready for your team huddle. No more spreadsheet wrangling.
≈ 1 hr / week back
Section 04 · Start here
Three moves you could make this week.
If you only do three things from this report, do these. Ranked by ease of implementation and impact.
01
Cancel the HubSpot Pro upgrade you don't use.
You're on the Pro tier but using Starter-level features. Downgrade today, save $400 immediately while we plan the full Attio migration.
10 min · $400 saved02
Switch the team from ChatGPT to Claude.
Run them in parallel for one week. Watch how much faster your team finishes long writing tasks. Cancel ChatGPT after week two.
1 day · $60 saved + better output03
Stand up the inbox triage agent.
This one workflow alone gives you back 5 hours a week. Highest leverage in the report. Easiest to build with our starter library.
3 hrs setup · 5 hrs/wk back forever