A 90-Day Automation Roadmap for a $1M+ Service Business
Published May 4, 2026
This is the exact roadmap we run with new fractional partner clients in the $1M–$5M range.
Days 1–14: Discovery
- Stakeholder interviews (sales, ops, finance)
- Tool stack inventory
- Workflow mapping for top 5 processes
- Quantified opportunity list (hours + dollars)
Days 15–30: Quick Win #1
Pick the highest-ROI, lowest-complexity automation. Usually lead intake + instant response. Ship it. Measure it.
Days 31–60: CRM & Pipeline
- Clean and migrate contact data
- Build pipelines and stages
- Layer in follow-up sequences
- Connect calendar + scheduling
Days 61–80: Quote-to-Cash
- Estimate templates
- E-sign + deposit flow
- Invoice automation
- Payment reconciliation
Days 81–90: Reporting & Handoff
- Live dashboards for revenue + ops
- SOPs and team training
- 90-day impact report
- Next-quarter roadmap
Realistic budget
$15K–$35K for the 90-day engagement. Most clients see payback by month 5–7.
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