ROI & Efficiency Report

The Agency — Brandi Bridgett | Strategic Automation Assessment

High Impact Phase 1 Priority

01. Key Performance Indicators

Current Annual Waste

$203,380

Projected Net Benefit

$181,800

Monthly Hours Saved

44 Hours

Scaling Potential

2x Growth

02. Strategic Impact

Profitability Overview

Monthly Labor Leakage

$17,098 – $22,998

Attributed to manual task duplication and fragmented reporting.

Recoverable Net Revenue

$8,394 – $10,660 /mo

Immediate lift following CRM and workflow integration.

Strategic Advantages

Scale to 30 deals/month without new hires

74% reduction in manual data entry

Automated compliance tracking

Hidden Opportunity Costs

"You aren't just losing time; you're losing deals to the gap."

Lost Leads (Response Lag) $9,600 /yr
Form Abandonment Friction $24,000 /yr
Missed Nurture Pipeline $19,200 /yr
Visibility Blindness $18,000 /yr

Recovery Success Rate

95% Predicted

03. Monthly Waste Breakdown

Efficiency Category Hours Lost Monthly Cost Annual Drain
Lead Management 7.0 hrs $975 $11,700
Form Management 2.8 hrs $2,070 $24,840
System Integration 7.3 hrs $356 $4,272
Communication Gaps 1.0 hrs $1,625 $19,500
Post-Placement 1.6 hrs $1,189 $14,268
Operations/Visibility 13.5 hrs $3,213 $38,556
Docs & Compliance 7.8 hrs $487 $5,844
TOTAL DIRECT WASTE 41.0 hrs $9,915 $118,980

04. The Solution Path

Priority Workflow Roadmap

Lead Automation

Instant GHL responses + stage triggers. Saves 4.2 hrs/mo.

Form Automation

Automated JotForm reminders & Airtable sync. Saves 3.6 hrs/mo.

Metric Dashboards

Automated visibility via Airtable. Saves 13.5 hrs/mo.

Inbox Efficiency

Clearing 44 hours of Brandi's time for strategy.

Ongoing Overhead

$60/mo

Unmatched Efficiency ROI

Total tool costs (Airtable + Zapier) are covered by just 30 minutes of Brandi's recovered time.

Scaling Impact

Current Status (Maxed) 15 DEALS
Post-Automation Capacity 30 DEALS

"This replaces a $80,000 hire with $720/year in tools and optimized systems."

The Agency • Strategic Efficiency Report • Internal Distribution Only