Automation in Fort Myers
Fort Myers businesses run at two speeds, a winter where every process is under load and a summer where the office is one person, so the workflows have to be built for the peak and left running through the quiet, which is the opposite of how most owners staff.
Read and answered by me, usually within the day. If a spreadsheet and a checklist would do, that is the answer you get.
- Lee County
- My office is here.
- Scoped in writing, priced before work starts
- Your account, your data, documented as it is built
Twelve
companies operated, six of them his own, on automations he built
15,868
records synced between two systems every run, zero failures
3,984
recorded calls transcribed and graded by an agent, not a person
1,350
pages produced by one 24-agent workflow, every one reviewed
The Fort Myers rule
Build for the peak. Every workflow is sized for a February week, tested in the summer when there is time, and left to carry the office when the seasonal staff are gone.
What I see in Fort Myers businesses
The first thing I notice
A January backlog of quotes, invoices and paperwork that the summer staff cannot clear until March, when it no longer matters.
The second
Three years of "we will fix the process in the summer" that never happened, because the summer person was also the phone, the books and the front desk.
The one the owner mentions last
Reports that get built in the off-season and abandoned in season, exactly when the numbers would have been useful.
What to build first in Fort Myers
Reporting automation, built now, so the season arrives with the numbers already flowing. Then quote and invoice automation, because that is the backlog that eats the summer. In Fort Myers the mistake is to automate the thing that hurts today; the right move is the thing that will hurt in January.
What gets automated in Fort Myers
Questions from Fort Myers
- Do you build for Fort Myers businesses?
- Yes. My office is here. Week one usually includes a morning in your office watching the work flow, and the rest is remote by design.
- What is different about automation in Fort Myers?
- Build for the peak. Every workflow is sized for a February week, tested in the summer when there is time, and left to carry the office when the seasonal staff are gone.
- Is the work the same price everywhere?
- The scope sets the price and the address does not. A reporting build costs the same in Punta Gorda as in Naples. What differs by city is which workflow to build first, and this page says why.
Nearby
Working in Fort Myers?
One form, read by the person who would build it. If the honest answer is a checklist and no software, that is what you will hear.