Automation ROI calculator
What could a system recover for you?
This automation ROI calculator runs the math on your own numbers — no sales pitch. For RIAs, it’s prospects lost to slow speed-to-lead and weeks of onboarding admin. For agencies, it’s capacity burned on delivery that drags. Most firms are losing more to both than AI automation services cost to fix them. Drag the sliders and see.
If you’re losing prospects to slow speed-to-lead
Every inquiry you can’t answer fast — a prospective household, a referral, an agency lead — goes to whoever did. The speed-to-lead statistics are brutal: replying within the first minute can lift conversion roughly 391%, and the first firm to respond wins the lion’s share of the work. This is what catching it is worth.
Revenue you’re leaving on the table
$4,500 / mo
≈ $54,000 a year recovered
That’s about 7× the $650/mo care fee, and clears the $3,000 setup in under a month.
Illustrative — drag the sliders to your own numbers. Not a guarantee, just the shape of the math.
If you’re drowning in admin
Count the roles whose repetitive work a system could absorb — onboarding paperwork and document chasing at an RIA, project coordination and status updates at an agency.
Labor cost an ops system absorbs
$9,200 / mo
≈ $110,400 a year saved
That’s about 3× the $3,500/mo care fee, and clears the $18,000 setup in ~2 months.
Illustrative — drag the sliders to your own numbers. Not a guarantee, just the shape of the math.
Like what the math says?
Book a call and we’ll pressure-test these numbers against your real business — then show you exactly what it takes to capture them.
Free teardown · 2 build slots + 2 advisory retainer seats · Build-Until-It-Works guarantee