Staff time on document collection is the biggest item — and the most recoverable. The new client figure is conservative; it only counts prospects who went unanswered past 24 hours, not the ones who got a slow response and chose someone else.
| Category | Baseline | Est. Monthly Value |
|---|---|---|
| Labor displacement | 2 staff members spending ~7 hrs/week each chasing clients for documents, sending reminders, and tracking outstanding items. 14 hrs/week @ $26/hr. | $1,456/mo |
| Lead leakage | ~18 new client inquiries/month during busy periods. Roughly 30% not followed up within 24 hrs. Avg annual client value $2,400. Conservative: 3 lost clients/year. | $600/mo |
| Error & rework | Not identified as primary leakage area in Walkthrough. | — |
| Cash flow | Not identified as primary leakage area in Walkthrough. | — |
| Total identified leakage | $2,056/mo |
Baselines confirmed in Month 1 before any automations go live.
- Document Collection System. Sends each client a personalized checklist with a secure upload link. Automated reminders go out at 7 and 14 days if items are outstanding. Staff gets notified when a client's file is complete. Document chase drops from 14 hrs/week to handling exceptions only.
- New Client Intake. Captures every inquiry — form, email, or phone message — sends an immediate acknowledgment, delivers a short qualification questionnaire, and schedules a 15-minute intro call automatically. No manual back-and-forth to book.
- Invoice Reminder Sequence. Automated payment reminders at 15 and 30 days past due. Escalates to a personal note from you at 45 days. Tracks what's been sent so nothing falls through.
APGC builds, owns, and maintains all three. No new software to sign up for. No dashboard to manage.
All tiers include: all automations built and maintained + Monthly Operations Report + 1 proactive improvement per month.
The $1,456/month in staff time covers the guarantee on its own. If we don't reach $1,000 documented within 90 days, we extend service at no charge until we do.
You don't track anything. The measurement layer is built into the automations. The document collection system logs every client file: when the request went out, when each item was received, how many reminders it took. The intake automation timestamps every inquiry and every booking.
Every month you get a one-page Monthly Operations Report: actual results vs. your Walkthrough baselines, cumulative savings to date, and progress toward the 90-day guarantee. Month 1 confirms baselines before we build anything.
Your data never touches a shared or third-party learning model. That includes client names, financial documents, and tax records. Email parsing runs through the Claude API — enterprise-grade, SOC-2 compliant, no training on your data. From there, a self-hosted n8n instance on a private VPS connects to your existing tools via native APIs. Your data stays in your environment. APGC never stores client financial data.
- Review this summary. If the numbers look directionally right, reply and we'll move forward. If something's off, tell us.
- We'll send a one-page service agreement.
- Build begins within 5 business days of signing. Month 1 is baseline confirmation only. Nothing goes live until we've validated the numbers together.