A tailored automation strategy to eliminate manual work, tighten process control, and deliver measurable ROI — built specifically for your team and workflows.
[ Client Name / Organization ] is facing a familiar challenge: skilled people doing repetitive work. Based on our discovery conversations, your team currently spends significant time on manual tasks — tasks that can be automated, streamlined, and measured. This proposal outlines how Rocket IT Solutions will help you recover that time, eliminate the error risk that manual processes create, and deliver a clear, quantified return on investment.
[ Add 1–2 sentences tailored to the client's specific context, pain points, and goals from your discovery call. Example: "Your team is managing client onboarding manually across three disconnected systems — a workflow that takes an estimated 4–6 hours per new client and creates reconciliation errors downstream." ]
Based on our discovery conversations, the following manual workflows were identified as high-impact automation candidates. [ Fill in each row based on your discovery notes. Add or remove rows as needed. ]
| Workflow / Process | Current Method | Time Spent | Pain Point |
|---|---|---|---|
| [ Process Name, e.g., Client Onboarding ] | [ e.g., Manual email + spreadsheet ] | [ X hrs/mo ] | [ e.g., Error-prone, takes 3–4 hrs per client, no audit trail ] |
| [ Process Name, e.g., Monthly Reporting ] | [ e.g., Manual data pull from 3 systems ] | [ X hrs/mo ] | [ e.g., Takes full day, often delayed, version control issues ] |
| [ Process Name ] | [ e.g., Manual email notifications ] | [ X hrs/mo ] | [ Pain point ] |
| [ Process Name ] | [ Current method ] | [ X hrs/mo ] | [ Pain point ] |
* Based on discovery interviews. Actual hours will be verified and refined during the formal workflow audit.
We will implement a phased automation program designed around your highest-impact workflows. Our approach integrates with your existing tools — no rip-and-replace, no disruption to day-to-day operations. [ Customize the 4 automation items below to match the client's specific needs. Replace generic descriptions with their actual workflow names. ]
[ Describe what will be automated, what triggers it, what it replaces, and the expected outcome. e.g., "Automate new client intake from web form → CRM → welcome email sequence. Eliminates 3 hrs/client of manual data entry." ]
[ Describe the automation, integration points, and expected time savings. ]
[ Describe the automation and outcome. ]
All automations include error alerting, run-logs, and documentation. We train your team, deliver a runbook, and confirm the automations are running correctly before close-out.
Formal workflow audit with key stakeholders. Map every manual process, quantify time spent, prioritize automation opportunities by ROI. Deliver a written roadmap with investment estimates for each opportunity.
Build and deploy the top 2–3 automation workflows. Includes scoping, development, integration testing, UAT with your team, and live deployment. All automations are monitored during a 2-week stabilization window.
Validate time savings vs. projections with real data. Tune automations based on usage. Deliver final runbook, knowledge transfer to internal team, and recommendations for Phase 2 automation expansion.
| Engagement Tier | Investment Range | Duration | What's Included |
|---|---|---|---|
|
Discovery & Roadmap
Best for: First-time clients or pre-commitment vetting
|
$1,500
one-time
|
2 weeks | Full workflow audit, stakeholder interviews, ROI-ranked automation roadmap, technical feasibility assessment. Standalone deliverable — actionable with or without continued engagement. |
|
Implementation Pilot Most Popular
Best for: Ready to automate and see measurable results
|
$3,500–$5,000
one-time
|
4–8 weeks | Everything in Discovery, plus: build & deploy top 2–3 automations, integration testing, UAT, team training, 2-week stabilization monitoring, final runbook. |
|
Ongoing Optimization Retainer
Best for: Committed to continuous operational improvement
|
$3,000–$5,000
/month
|
Ongoing | Monthly automation monitoring & refinement, quarterly roadmap review, priority support, expansion builds, and new workflow development. |
At [ X hrs/mo × $XX blended rate ] in manual labor today, your team is spending [ $XX,XXX/year ] on work that can be automated. That number grows as your team and workload scale. The question isn't whether to automate — it's how soon.
Projections below are based on discovery estimates. Final figures will be validated during the formal audit in Phase 1. [ Fill in the amber cells with client-specific numbers. Blended hourly rate = fully-loaded labor cost per hour. ]
| Automation | Hrs Saved / Month | Blended Rate | Monthly Value | Annual Value |
|---|---|---|---|---|
| [ Automation #1 Name ] | [ XX hrs ] | [ $XX/hr ] | [ $X,XXX ] | [ $XX,XXX ] |
| [ Automation #2 Name ] | [ XX hrs ] | [ $XX/hr ] | [ $X,XXX ] | [ $XX,XXX ] |
| [ Automation #3 Name ] | [ XX hrs ] | [ $XX/hr ] | [ $X,XXX ] | [ $XX,XXX ] |
| [ Additional Process ] | [ XX hrs ] | [ $XX/hr ] | [ $X,XXX ] | [ $XX,XXX ] |
| Total Projected Recovery | [ XX hrs/mo ] | — | [ $X,XXX/mo ] | [ $XX,XXX/yr ] |
We're local — same time zone, same market. And we think like operators, not just technologists. Every automation we build is tied to a business outcome you can measure.
We've built automations for law firms, accounting firms, financial advisors, educational institutions, and retail operations. We know your workflows before the first conversation.
Unlike pure automation consultants, we have deep IT ops expertise — which means automations that are secure, properly integrated, and maintainable by your team long after we're done.
We quantify the return before we build anything. No vague efficiency promises — you know exactly what you're getting, and we hold ourselves accountable to those numbers.
We don't disappear after go-live. From retainer clients to ad-hoc support, Rocket IT is a long-term partner that grows your automation capability as your business scales.
Every automation comes with full documentation and a runbook. Your team can understand, operate, and modify what we build. You're never dependent on us to keep the lights on.