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Generate Business Automation Opportunities & ROI Reports with Claude AI

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Created by: Evervise || evervise

Evervise

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Last update 12 hours ago

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🤖 AI Business Automation Opportunity Finder

Turn automation audits into high-ticket sales with this ROI-focused n8n workflow powered by 4 specialized AI agents that identify and quantify automation opportunities in any business.

What It Does

This workflow analyzes any business and delivers a comprehensive automation blueprint with concrete ROI calculations in under 60 seconds. Perfect for agencies, consultants, and automation experts looking to generate qualified leads and close high-value deals.

Unlike generic automation advice, this delivers personalized, quantified opportunities ranked by return on investment - making it incredibly easy for prospects to say yes.

🤖 Four Specialized AI Agents

  1. Business Analyst - Deep analysis of business model, workflows, pain points, tech stack, and scalability challenges
  2. Process Mapper - Maps all repetitive processes, calculates time waste, identifies bottlenecks across the entire operation
  3. Automation Architect - Designs 15+ specific automation solutions with tools, complexity ratings, and implementation steps
  4. ROI Calculator - Calculates detailed ROI for each automation, ranks top 10, creates 90-day implementation roadmap

✨ Key Features

  • Concrete Dollar Savings: Every automation shows exact time saved, labor cost saved, and payback period
  • Top 10 Ranked by ROI: Opportunities prioritized by impact vs. effort with detailed financial analysis
  • 90-Day Implementation Roadmap: Month-by-month plan showing progressive savings milestones
  • Comprehensive Process Mapping: Identifies inefficiencies they didn't even mention
  • Tool-Specific Recommendations: Exact tools and platforms needed (n8n, Zapier, Make, etc.)
  • Beautiful HTML Reports: Professional, conversion-focused email with 3-tier pricing built in
  • Multiple CTAs: Strategically placed conversion points throughout the report

📊 What Gets Analyzed

Business Analysis

  • Business model and revenue streams
  • Operational workflows and processes
  • Current tech stack assessment
  • Team capacity and resource allocation
  • Growth stage and scalability blockers
  • Industry-specific automation patterns

Process Mapping

  • Comprehensive workflow documentation
  • Time waste analysis (hours per month)
  • Bottleneck identification
  • Process dependencies and integration opportunities
  • Quick win vs. strategic project categorization

Automation Architecture

For each of 15+ automation opportunities:

  • Clear description of what it automates
  • Specific tools required
  • Step-by-step implementation flow
  • Complexity rating (Easy/Medium/Hard)
  • Prerequisites and requirements
  • Additional benefits beyond time savings
  • Real-world use case examples

ROI Calculations

For each automation:

  • Time saved per week/month/year
  • Labor cost savings (calculated from team size/industry)
  • One-time implementation cost
  • Ongoing monthly costs
  • Payback period in months
  • 12-month net savings
  • ROI percentage
  • Priority score (0-10)

💼 Perfect For

  • Automation Agencies: High-value lead magnet that pre-sells your services
  • Business Consultants: Demonstrate ROI before engagement
  • No-Code Developers: Show concrete value of your expertise
  • Digital Transformation Consultants: Quantify the opportunity
  • SaaS Companies: Lead gen for automation/workflow tools
  • Freelancers: Land bigger clients with data-driven proposals

🚀 Why This Converts Better Than Other Lead Magnets

Traditional Lead Magnets:

  • Generic advice ("You should automate")
  • Subjective benefits ("Save time")
  • No clear next steps
  • Conversion rate: 5-10%

This Workflow:

  • Specific to their business (personalized analysis)
  • Quantified in dollars ($50K+ annual savings)
  • Prioritized action plan (top 10 ranked by ROI)
  • Clear implementation path (90-day roadmap)
  • Conversion rate: 20-30% to strategy call
  • 40-50% of calls close to paid engagement

📈 Expected Business Results

Per 100 Form Submissions:

  • 25-30 strategy calls booked (25-30% conversion)
  • 10-15 deals closed (40-50% call-to-close rate)
  • $12K-18K in initial revenue (mix of Tier 1 & 2)
  • 2-4 retainer clients ($30K-60K annual value)
  • Total potential: $42K-78K from 100 leads

Why It Works:

  • Self-qualifying: Detailed form filters serious prospects
  • Pre-sold: They see the value before the call
  • ROI-focused: Speaks CFO language (dollars, not features)
  • Urgency: Shows money being wasted daily
  • Social proof: Built-in testimonials and case studies

📋 What You Need

Required

  • n8n instance (self-hosted or cloud)
  • Anthropic API key (Claude Sonnet 4.5)
  • Gmail account or SMTP provider

Optional Enhancements

  • CRM integration (HubSpot, Salesforce, Pipedrive)
  • Slack notifications for high-value leads
  • Calendly for automatic call booking
  • Zapier/Make for additional workflows
  • Analytics tracking (Mixpanel, Segment)

⚙️ Technical Details

  • AI Model: Claude Sonnet 4.5 (4 sequential agents)
  • Average Runtime: 50-70 seconds
  • Cost Per Analysis: ~$0.20-0.30
  • Form Fields: 9 (business description, industry, team size, tasks, tools, bottleneck, revenue, email, name)
  • Output: Comprehensive HTML email with all analyses, pricing, and CTAs

🎨 Customization Options

The workflow is fully customizable and includes detailed documentation:

  • Adjust ROI calculation parameters (labor rates by industry)
  • Modify agent prompts for specific niches
  • Customize pricing tiers and packages
  • Add/remove form fields
  • White-label the entire report
  • Integrate with your CRM/marketing stack
  • Segment responses by company size or revenue
  • Add video walkthroughs or personalized messages
  • Create industry-specific versions

📊 Form Fields Explained

The 9-field form is strategically designed to gather intelligence:

  1. Business Description (textarea): Core operations and offerings
  2. Industry/Niche (text): Context for automation patterns
  3. Team Size (dropdown): Affects ROI calculations and tool recommendations
  4. Repetitive Tasks (textarea): Gold mine for automation opportunities
  5. Current Tools (textarea): Integration points and tech stack assessment
  6. Biggest Bottleneck (textarea): Primary pain point for targeting
  7. Monthly Revenue (optional dropdown): For accurate ROI estimates and lead scoring
  8. Email (required): For report delivery
  9. Name (required): For personalization

🔧 Setup Difficulty

Basic - Requires basic n8n knowledge and API configuration

Setup Steps

  1. Import workflow JSON to n8n
  2. Add Anthropic API credentials
  3. Configure Gmail/SMTP credentials
  4. Customize branding and pricing in email template
  5. Test with sample business scenarios
  6. Deploy form on your website
  7. Set up follow-up sequences (recommended)

📚 Included Documentation

  • Comprehensive sticky notes for every component
  • Setup instructions with prerequisites
  • Customization guide for different industries
  • Pricing strategy breakdown and alternatives
  • Conversion optimization tips
  • Follow-up sequence recommendations
  • Sales script suggestions for strategy calls
  • Marketing promotion ideas

🌟 Advanced Use Cases

1. Lead Magnet

Embed on website to capture qualified automation leads continuously

2. Discovery Tool

Use during sales calls to demonstrate immediate value and build credibility

3. Content Marketing

Offer in LinkedIn posts, email campaigns, YouTube videos for viral growth

4. Partner Program

White-label for partners/affiliates to generate leads in their networks

5. Upsell Sequence

For existing clients, identify additional automation opportunities

6. Industry Templates

Create versions for specific industries (real estate, e-commerce, agencies)

7. Competitive Intelligence

Analyze competitor operations and position your services

⚡ Why This Workflow Stands Out

Compared to Generic Automation Audits:

  • Quantified in dollars vs. vague "save time" claims
  • Personalized to their business vs. generic templates
  • Prioritized by ROI vs. random feature lists
  • Actionable roadmap vs. overwhelming possibilities
  • Tool-specific vs. theoretical concepts

Compared to Manual Analysis:

  • 60 seconds vs. 2-3 hours of consultant time
  • $0.25 cost vs. $300-500 in labor
  • Consistent quality vs. variable analyst experience
  • Scalable vs. bottlenecked by human capacity
  • 24/7 available vs. business hours only

🤝 Support & Community

📖 Website: https://evervise.com/
💬 See More Products: https://store.evervise.com/
✨ Support: [email protected]

N8N Link

🎁 Bonus Resources Included

  • Follow-up email sequence (3 emails over 10 days)
  • Sales call script for strategy calls
  • Objection handling guide
  • Pricing calculator spreadsheet
  • Marketing assets (social media templates)
  • Case study template for testimonials

Tags

automation lead-generation roi-calculator business-analysis process-mapping ai-agents anthropic claude workflow-automation business-consulting no-code n8n-workflows high-ticket-sales conversion-optimization saas-tools


Ready to turn automation audits into recurring revenue? Import this workflow and start attracting qualified leads who can see the exact dollar value you provide before they even talk to you.

Average user results: $42K-78K revenue from first 100 form submissions.