Day one: the audit
It starts with your email. The audit asks for the systems you run: email, books, calendar, the software the business lives in. That's the last thing it asks. The rest is Scout reading, and about an hour later you have every process documented, automations staged, and five priced opportunities.
Scout is reading how Sunpetal Co. works.
Report → sarah@sunpetal.co
Calls scheduled: 0 · Salespeople waiting: 0
Reading what Scout found
The documentation is a living map of how work actually gets done. Read it, correct anything it got wrong, and it stays corrected. Most owners find processes they forgot they had.
- Invoicing Documented
- Quotes & estimates Documented
- Client onboarding Documented
- Payroll prep Documented
- Job follow-ups Documented
- Nursery reorders Documented
- + 26 more found by Scout
Turning on the first automations
Your slowest steps come staged, one click from running. Turn on two or three. Invoicing and follow-ups are the usual first picks. Approvals stay on, so every action waits for your tap while the agent earns its track record.
- Invoice #2214 — Alvarez patio Sent
- Quote follow-up — Marchetti courtyard Running
- Nursery reorder — 40 flats salvia Running
- Site-visit reminder — Tuesday 9:00 Queued
Meeting Donna
Text her like a person, on iMessage or in the app. Each morning she hands you the digest: the numbers, the day, the one thread that actually needs you.
Tonight · 9:12 PM
The caterer just canceled. Client event's tomorrow, 120 people.
On it, calling your backups now.
Booked: Reyes Catering, load-in 6:30am. Invite sent ✓
9:26 PM · Agreement sent for signature
Bringing in the team
Everyone gets Donna, work routes to the right person, and the documentation belongs to the whole team, not one person's head. By Friday, the routine runs itself.
- Sarah · owner+ Donna
- Marco · crew lead+ Donna
- Priya · office+ Donna
