Montco AI
Sample data Demo user

Opportunity Board

Automation ideas from your audit, ranked by estimated revenue and time returned against the effort to set up.

  1. 1

    Send quotes and follow-ups automatically

    From: Quote requests and follow-up

    Est. revenue / month
    $3,200
    Hours back / week
    7
    Effort
    Low
  2. 2

    Text appointment reminders and handle reschedules

    From: Appointment reminders and rescheduling

    Est. revenue / month
    $2,400
    Hours back / week
    6
    Effort
    Low
  3. 3

    Ask for a review after every finished job

    From: Online review requests

    Est. revenue / month
    $1,800
    Hours back / week
    1
    Effort
    Low
  4. 4

    Nudge unpaid invoices on a schedule

    From: Invoice creation and payment chasing

    Est. revenue / month
    $1,500
    Hours back / week
    4
    Effort
    Medium
  5. 5

    Collect intake forms before the first visit

    From: New client intake paperwork

    Est. revenue / month
    $900
    Hours back / week
    4
    Effort
    Medium
  6. 6

    Build the monthly owner report from your books

    From: Monthly reporting for the owner

    Est. revenue / month
    $0
    Hours back / week
    3
    Effort
    High

See how live automations are performing in the ROI Tracker.