HomeConsulting Services

    Know What to Fix Before You Build Anything

    American Automation Works consulting combines a business automation assessment with a full systems review, then delivers a prioritized recommendations report so you can see exactly where your business is losing time and opportunities — and what to do about it.

    What Consulting Includes

    A Clear Picture of Your Business — And a Plan to Improve It

    Consulting is for business owners who want expert eyes on their operations before committing to a build. We assess how your business captures and follows up with leads, review the tools you already use, and produce a prioritized report that identifies automation opportunities and the systems that would have the biggest impact.

    Business Automation Assessment

    We review how your business currently handles leads, calls, appointments, follow-up, customer communication, and sales tracking — and identify exactly where time and opportunities are being lost.

    Systems Review

    We audit your existing tools, website, CRM, calendars, and workflows to find gaps, redundancies, and disconnected processes that slow your team down.

    Prioritized Recommendations Report

    You receive a clear, prioritized roadmap of automation opportunities — what to fix first, what can be automated safely, and what each improvement is expected to deliver.

    Who It's For

    Built for Owners Who Want Answers First

    Consulting is the right starting point if you suspect your business is losing opportunities to slow response times, missed calls, or manual follow-up — but you're not yet sure which systems to invest in or where to begin.

    Growing Businesses

    Teams adding volume and feeling the strain of manual processes.

    Disconnected Tools

    Businesses juggling separate spreadsheets, inboxes, and calendars.

    Before a Build

    Owners who want a clear plan before investing in automation.

    What We Review

    Every Part of Your Lead-to-Customer Flow

    We look at the full path a customer takes — from first inquiry to long-term relationship — and identify where the system breaks down.

    Lead capture and lead-source tracking

    Speed of response to new inquiries

    Missed-call handling and after-hours coverage

    Follow-up consistency across email, SMS, and calls

    CRM organization and sales pipeline visibility

    Appointment scheduling and reminders

    Website conversion paths and form performance

    Customer reactivation and long-term nurture

    Review request and reputation processes

    Repetitive administrative work that could be automated

    What You Walk Away With

    A Report You Can Actually Act On

    The goal of consulting is clarity — a clear understanding of what's working, what's broken, and what to do next.

    Clarity Before You Build

    Know exactly what's broken and what to fix first — before investing in any software or build-out.

    No Guesswork

    Recommendations are based on your actual sales and service process, not generic templates.

    A Clear Roadmap

    Walk away with a prioritized plan you can act on — whether you build with us, in-house, or not at all.

    Unbiased Perspective

    We tell you what can be automated safely and what should stay in human hands — even if that means less work for us.

    The Process

    How Consulting Works

    01

    Discovery Call

    We learn about your business, goals, customers, sales process, and current tools — and what's frustrating you most.

    02

    Systems Review

    We audit your lead flow, follow-up, CRM, website, calendars, and communication processes to find gaps and bottlenecks.

    03

    Recommendations Report

    You receive a prioritized roadmap of automation opportunities — what to fix first and what each step is expected to deliver.

    04

    Next Steps

    You decide what to act on. We can build it for you, you can build in-house, or you can hold the report for later — no obligation.

    Honest Guidance — Not a Sales Pitch

    We tell you what can be automated safely and what should stay in human hands — even when that means recommending less work for us. If your current setup is already working well, we'll say so. If a simple fix solves the problem, we won't recommend a full rebuild.

    From Consulting to a Complete System

    Consulting gives you the roadmap. When you're ready to build, American Automation Works can implement the systems we recommend — CRM automation, AI agents, websites, and workflows — all connected into one platform.

    Pricing & Booking

    Pay Once. Then Book Your Consultation.

    Consulting is a flat one-time fee. After payment, you'll be guided to schedule your consultation at a time that works for you.

    Consulting Engagement

    $497one-time

    Includes the business automation assessment, full systems review, and a prioritized recommendations report.

    • Business automation assessment
    • Full systems review of existing tools
    • Lead flow and follow-up audit
    • Missed-call and response-time analysis
    • Prioritized recommendations report
    • One consultation call to review findings
    Pay & Book Consultation

    Secure checkout opens in a new step. You'll schedule your call right after payment.

    Schedule Your Consultation

    Complete payment first, then pick a time on the calendar below to review your assessment and recommendations with our team.

    Want a Clear Plan Before You Build?

    Get an expert review of your lead flow, follow-up, and systems — and a prioritized report of what to fix first. One flat fee, then book your call.