Free 2-hour Workflow Mapping Session for qualified businesses

For accounting, finance, real estate, legal, engineering and consulting firms who know AI should be working for them.

  • A$3M+ revenue
  • 5+ staff
  • Client work that runs through inboxes, documents and spreadsheets
How Zeroth works 6 min

In six minutes: what your firm's routine work costs you, how we estimate what automating each piece would return, why we build first the automations and systems that will benefit you most, and why the first step costs you nothing.

Where the week goes, and what it costs you

In a professional services firm, most of the cost sits in the small jobs around the client work: they repeat every week and nobody adds them up. A few examples, and what each could be costing a firm.

Timesheets typed into invoices

The same hours typed into a timesheet, then a spreadsheet, then the invoice, and checked by hand at each step.

Could be costing you aroundA$19,500 a year6 hours a week at A$65 an hour

Chasing client documents

Reminder emails for signed engagement letters, records and approvals that should arrive without anyone asking.

Could be costing you aroundA$13,000 a year4 hours a week at A$65 an hour

The same client report, rebuilt every month

Figures pulled from three spreadsheets and pasted into each client's report, one client at a time.

Could be costing you aroundA$18,000 a year3 hours a week at A$120 an hour

Proposals and engagement letters from scratch

Each one copied from the last, the old client's details stripped out, and the same sections written again.

Could be costing you aroundA$30,000 a year5 hours a week at A$120 an hour

Client intake typed in twice

New client details read from emails and forms and typed into your practice system, then into the next one.

Could be costing you aroundA$22,000 a year8 hours a week at A$55 an hour

Searching past matters for work done before

Digging through old jobs, matters and shared folders for a precedent, a price or an answer someone already has.

Could be costing you aroundA$23,750 a year5 people × 1 hour a week at A$95

Illustrations, not client figures: hours a week × an hourly rate × 50 working weeks. In your Workflow Mapping Session, we cost your own workflows from your own numbers.

Four ways an automation pays back

Worked examples on an example business, not a client. In your Workflow Mapping Session, the figures come from your own numbers.

1Savings per automation

Timesheets into invoices

Approved hours draft straight into the invoice, and the time your staff spent chasing and correcting their hours goes back into billable work.

What it's worth in this exampleA$20,393a year

2Increased capacity

Client deliverables in three-quarters of the time

With AI support each deliverable takes 60 hours, not 80, so the same team has about seven more a year to sell.

What it's worth in this exampleA$106,667a year

3Achieved value

Outreach every week, not every month

A campaign that took two days by hand now goes out every week. The value is in the 36 a year you never had time to send.

What it's worth in this exampleA$100,800a year

4Increased efficacy

Fewer jobs that need rework

Every job is checked against the same list before it goes out, so the chance of costly rework falls from 10% to 3%.

What it's worth in this exampleA$84,000a year

How Zeroth works

1Diagnose

Free · two hours

The first phase: working out what to build first. For most businesses, Diagnose is one free Workflow Mapping Session: two hours, in person or online, with you and the people who run the work that repeats.

  1. 15–20 min
    The call

    A call with Peter McEvey to learn about your business and check the fit.

  2. 2 hours
    The Workflow Mapping Session

    In the session we find what's limiting your business right now, map the few workflows where it sits, and pick the first thing to automate to relieve it.

  3. Afterwards
    The Workflow Automation Plan

    The first build, with its estimated price and return, and the builds that would follow it.

  4. Then
    Your decision

    You decide whether to start the first build, or keep the plan and stop. Where a business is more complex than two hours can cover, Diagnose is our full Systems Diagnostic instead.

2Deliver

Go-live date in your delivery engagement

We build the automations or solutions that produce the greatest ROI.

Your build order, ranked on return for the price

  1. Design Review
  2. Build
  3. Test on your data
  4. Go live and train

3Evolve

Monthly, optional

Your business keeps changing after go-live. Evolve keeps what we built working as it does, and keeps building the next items on your list, at the pace you choose.

Each month: everything live kept running, and the next item built

Why the usual starting points stall

AI training and workshops

The team learns the tools. How the work runs stays the same.

Costs the work
Estimates each return
Built in

A free audit, then their software

The audit recommends what that agency sells. It covers part of the work, and the team works around the rest.

Costs the work
Estimates each return
Built in

Hiring another admin

The same work by hand, one salary higher.

Costs the work
Estimates each return
Built in

The Workflow Mapping Session

Your work costed, each return estimated, every build priced.

Costs the work
Estimates each return
Built in

Figures from our builds

~$1.1M

One client's year of lost managements, priced from their own fee and commission rates. Scattered across the year, so nobody had added it up.

Measured on a live run
167 · 0

Ended managements classified in a single pilot run, and the manual lookups it needed.

Measured on a live run
Under a week

From the start of one client's Business OS build to signing in on their own Microsoft tenant, with email, calendar and Xero connected.

From the project log
~A$43,700

A year of monthly invoicing at one business, by their own estimate. We've built an automation that prepares those invoices.

Their own estimate
~A$15,500/yr

The estimated effective value of that invoicing automation, using the savings method above.

Estimate
~10 hrs/week

Estimated saving from a tool we're building that reads incoming emails and enters the quote and delivery details into a stock management system.

Estimate

What it costs

Diagnose

Starts here

The first phase: working out what to build first

Workflow Mapping Session · two hours, in person or onlineFree

For qualified businesses doing more than A$3M a year in revenue with five or more staff, Diagnose is a free two-hour Workflow Mapping Session. For a business with many teams, many systems or compliance obligations, it is our full Systems Diagnostic, from A$3,900.

  • Two hours with you and the people who run the work that repeats
  • What's limiting your business found, and the workflows where it sits mapped
  • A Workflow Automation Plan: the first build, with its estimated price and return
  • No obligation to build anything afterwards

Deliver

After Diagnose, if you choose

Typically from A$5,000

Delivery usually starts from A$5,000, paid up front or monthly. The first build your Workflow Automation Plan recommends, designed with you first, each item priced before you order. Tested on your own data, and handed over with your team trained.

Evolve

Optional, month to month

Quoted

Quoted with your delivery engagement. If you decline it, everything is handed over on your own accounts.

Who this is not for

Businesses under A$3M a year, or with fewer than five staff

The free Workflow Mapping Session is for qualified businesses doing more than A$3M a year in revenue with five or more staff, ready to start now, with A$10k or more set aside for AI and automation. Below that there usually isn't enough work that follows the same steps for a build to return much, and the principal is often the one doing it.

Solo operators

You are the workflow, and there's nothing to hand off yet.

Processes that are "whatever needs to happen this week"

We automate processes that already exist. If there's no established way of doing things yet, settle that first.

If none of these describe your business, book the call. If the Workflow Mapping Session doesn't suit you, we will say so on the call.

Book a call

Common questions

Who qualifies for the free session?

Qualified businesses doing more than A$3M a year in revenue with five or more staff, with work that runs through inboxes, spreadsheets and copy-paste. We confirm it on the call.

What happens on the call?

It is a short sales call, 15–20 minutes, with Peter McEvey, who runs every engagement. We learn about your business, answer your questions, and if your business qualifies, book your free Workflow Mapping Session.

Is the session in person or online?

Either. The Workflow Mapping Session is two hours, in person or online, with you and the people who run the work that repeats.

How much of my team's time does it take?

Two hours: the Workflow Mapping Session, with you and the people who run the work that repeats. Bring them to the session: we draw out opportunities across the whole business.

Where do the figures in the plan come from?

From your own numbers and what your team tells us in the session. The prices and returns in the Workflow Automation Plan are estimates.

Do we have to build anything afterwards?

No. The Workflow Mapping Session is free. You see what the first build would cost and return, and then you decide whether to start it.

We want an AI strategy. Is this the right place?

Yes. The Workflow Mapping Session gives you what a good AI strategy should: a plan grounded in your own workflows, with the first build priced and its return estimated. You decide whether to build it.

How is a build paid for?

In full when you sign your delivery engagement, or monthly. If you pay monthly, the terms are written into your delivery engagement before you sign it.

Do we have to take Evolve?

No. Evolve is optional and runs month to month on 30 days' notice. The one exception is a build paid monthly, where Evolve runs for that payment term. If you decline it, everything is handed over on your own accounts.

Our work depends on professional judgement. Can any of it be automated?

That is what the Workflow Mapping Session tests. The work still needs judgement. We leave your judgement alone and find the copying and re-keying around it. If nothing is worth building yet, the plan says so.

What happens to our data?

What we build runs on your own Microsoft 365 or Google tenant and your own accounting package, with role-based access and a record of every action. You own all of it.

Book a call

A 15–20 minute call with Peter McEvey to learn about your business and check the fit. If your business qualifies, we book your free two-hour Workflow Mapping Session.

  • 01

    Answer a few questions. Your team size, what your business does and the systems you use tell us what to ask on the call.

  • 02

    Pick a date, then a time. Choose a day on the calendar to see its open 20-minute times. Peter confirms by email and sends the meeting link.

  • 03

    The call. If your business qualifies, we book your free Workflow Mapping Session: two hours with you and your team.

1 · About your business

Team size *

2 · Pick a time

20-minute calls. Times are in Brisbane time (AEST, UTC+10).

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This sends a request. Peter confirms each call by email. By sending you agree to our privacy policy.

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Your request is in.

Peter will confirm by email and send the meeting link. Until then the time is held for you. A copy of your request is on its way to your inbox.

If anything changes, reply to that email or write to peter@zeroth.au.