01
Unsure what to automate
You need to identify the right first workflow.
Workflow Map
Turn one messy workflow into a clear plan.
Before spending money on automation, understand what is actually slowing the business down.
For businesses that need clarity before committing to a larger build.
Who it is for
Clarity before automation.
Workflow Map is best when you know time is being lost but need evidence and a practical next move.
02
Several possible bottlenecks
You need to separate the biggest issue from the background noise.
03
Considering a larger system
You want the workflow defined before requesting a build.
04
Several people or tools
You need to see where information, ownership, or handoffs break down.
05
A smaller calculator result
Your estimated burden may not justify a larger implementation yet.
Exact deliverables
What you receive.
Discovery and review
- One 30-minute discovery call
- Review of one recurring business workflow
Current-state map
- One visual workflow map
- Identification of delays and duplicate work
Burden analysis
- Time and cost burden analysis
- Identification of failure and risk points
Control recommendation
- What should be automated
- What should remain human-controlled
Implementation direction
- Suggested tools and integration approach
- Concise written implementation recommendation
Next-step review
- Estimated implementation scope and price range
- One 30-minute results review call
How it works
Five focused steps.
Purchase
Select the Workflow Map and submit your request through the CalZen contact intake.
Prepare
Send relevant screenshots, forms, files, or process examples.
Discovery call
Walk CalZen through the current workflow for 30 minutes.
Analysis
CalZen maps the workflow and develops the recommendation.
Results call
Review the findings, priorities, and recommended next move.
Scope boundaries
Included versus excluded.
Included
- One workflow
- One department or business function
- Existing process analysis
- Practical recommendations
- One visual process map
- One written recommendation
- Two scheduled calls
Not included
- Building the automation
- Configuring software
- Creating a dashboard
- Reviewing several unrelated workflows
- Large-scale data cleanup
- Legal, financial, or compliance advice
- Ongoing support after the results call
Timeline
3–5
days
days
Delivered after your materials arrive.
The delivery window begins after CalZen receives the materials needed to review the workflow. It includes the written analysis and visual map; the scheduled results call completes the engagement.
Support limits
A defined analysis engagement.
Two scheduled 30-minute calls
Support consists of the discovery call and results review call. Ongoing support after the results call is not included.
Third-party software subscriptions and usage charges are not included because this package does not configure or purchase software.
Factors affecting final pricing
The $299 fee covers one workflow.
The price remains flat when the work stays within the stated scope. These items require a separate quote and do not begin without written approval.
- A second or unrelated workflow
- More than one department or business function
- Large-scale data cleanup
- Automation configuration or implementation
- A dashboard or custom interface
- Ongoing support after the results call
Frequently asked questions
Workflow Map questions.
What counts as one workflow?
One recurring process serving one business outcome within one department or business function.
Does the $299 fee include building the automation?
No. The package provides analysis, a visual map, recommendations, and an estimated implementation scope and price range.
What should I send before the discovery call?
Relevant screenshots, forms, files, or process examples that show how the workflow operates today.
Are software subscriptions included?
No. Workflow Map does not configure software, and any future third-party software or usage charges remain the customer’s responsibility.
What happens after the results call?
The engagement ends after the results call. If you want CalZen to build the recommended system, that work is quoted separately.
Know what to fix before you pay to build it.
Get one visual workflow map, a practical written recommendation, and a clear implementation direction for $299 flat.