12-person med spa (NYC) · 45-min interview · delivered in 3 business days
| Priority | Bottleneck | Action |
|---|---|---|
| P0 | No-show follow-up | 4-day quick-win plan |
| P1 | DM → booking | Process + templates |
| P2 | Product reorder | Weekly checklist |
| Wait | Staff scheduling swaps | Fix roles first |
| Skip | AI receptionist SaaS | Save $3,600/yr |
| Skip | New CRM | Follow-up problem, not leads |
| Day | Action |
|---|---|
| Day 1 | Turn on Square 24h + 2h SMS reminders |
| Day 2 | Draft 3 no-show text templates in ChatGPT; owner approves |
| Day 3 | Assign one person to own Instagram DMs 2×/day with script |
| Day 4 | Record no-show rate + DM response time — 30-day baseline |
Time recovered + skipped purchases — ranges, not promises.
Net estimate: $12K–$18K/yr · Payback ~3 weeks
"I thought I'd need to hire someone who understands AI. This was just 'fix these four things first' — I can actually do that." — Owner, post-readoutRequest a free mini assessment
This is a redacted excerpt. Your report covers 3–7 bottlenecks specific to your business.