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A 90-Day Automation Roadmap for a $1M+ Service Business

Published May 4, 2026

This is the exact roadmap we run with new fractional partner clients in the $1M–$5M range.

Days 1–14: Discovery

  • Stakeholder interviews (sales, ops, finance)
  • Tool stack inventory
  • Workflow mapping for top 5 processes
  • Quantified opportunity list (hours + dollars)

Days 15–30: Quick Win #1

Pick the highest-ROI, lowest-complexity automation. Usually lead intake + instant response. Ship it. Measure it.

Days 31–60: CRM & Pipeline

  • Clean and migrate contact data
  • Build pipelines and stages
  • Layer in follow-up sequences
  • Connect calendar + scheduling

Days 61–80: Quote-to-Cash

  • Estimate templates
  • E-sign + deposit flow
  • Invoice automation
  • Payment reconciliation

Days 81–90: Reporting & Handoff

  • Live dashboards for revenue + ops
  • SOPs and team training
  • 90-day impact report
  • Next-quarter roadmap

Realistic budget

$15K–$35K for the 90-day engagement. Most clients see payback by month 5–7.

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