Sample Fictional business and numbers so you can see the format. Your report uses your answers and Ricardo reviews it before it's sent.
AI assessment: Bolt & Co. Hardware (fictional example)
Executive summary
A hardware store with 2 locations and 6 people. The team loses about 19 hours a week on three things: answering the same questions by text (price, stock, hours), building quotes by hand and entering supplier invoices twice. With free or low-cost tools it can win back about 11 hours a week within 90 days, starting with quick replies and a catalog in WhatsApp Business.
Maturity level
48/ 100
In motion
They already use WhatsApp Business and an inventory spreadsheet, but the tools aren't connected and every quote starts from scratch.
Process map
| Area | Process | Hours/week | Pain point | AI potential |
|---|
| Sales | Answering messages (price, stock, hours) | 8 | 70% of messages are the same 10 questions | High |
| Sales | Quotes for contractors | 5 | Each one is built by hand, copying prices from the sheet | High |
| Admin | Entering supplier invoices | 4 | Typed into the sheet and again for the accountant | Medium |
| Inventory | Counting and reordering | 2 | Stock-outs show up when a customer has already asked | Low |
Opportunities
01Quick replies and a catalog in WhatsApp Business
Priority 1Impact 4/5Effort: Low4 h/week
- Problem
- The same questions are answered by hand several times a day.
- Solution
- Greeting and away messages with hours, 10 quick replies (/price, /hours, /location…) and a catalog with the 40 most-requested items.
- Tools
- WhatsApp Business (free)
- Hours saved per week
- 4
- Assumption
- 60 messages a day; half are solved with a quick reply that saves 2 minutes each.
- Risks
- The catalog goes stale if nobody reviews it weekly.
02Quote template that pulls prices from the sheet
Priority 2Impact 4/5Effort: Low3 h/week
- Problem
- Each contractor quote takes 20–30 minutes.
- Solution
- A Google Sheets template with a product dropdown that brings price and stock from the inventory sheet and totals with tax; sent as a PDF.
- Tools
- Google Sheets (free)
- Hours saved per week
- 3
- Assumption
- 12 quotes a week going from 25 to 10 minutes.
- Risks
- The price sheet must be the single source of truth.
03Supplier invoices captured once
Priority 3Impact 3/5Effort: Medium3 h/week
- Problem
- Invoices are entered twice.
- Solution
- Forward supplier invoices to one shared inbox and log them with a Google Form that feeds the sheet your accountant already reads.
- Tools
- Google Forms (free)
- Hours saved per week
- 3
- Assumption
- 80 invoices a month at 9 minutes each.
- Risks
- Check the new flow with your accountant before switching.
04Low-stock alert
Priority 4Impact 2/5Effort: Low1 h/week
- Problem
- Stock-outs are discovered when a customer asks.
- Solution
- A minimum column and conditional formatting in the inventory sheet; every Monday the red list becomes the purchase order.
- Tools
- Google Sheets (free)
- Hours saved per week
- 1
- Assumption
- Fewer urgent supplier calls; conservative estimate.
What not to automate
- Negotiating prices with large contractors
- It depends on the relationship and the owner's judgment.
Recommended stack
| WhatsApp Business | already in use | free |
| Google Sheets | already in use | free |
| Google Forms | | free |
| Monthly total | | $0 USD/mo |
Safe data rules
Customer and invoice data
Do
- Team accounts with a separate password per person
- Back up the sheet once a week
Don't
- Paste customers' tax IDs or bank details into public chatbots
General best-practice guidance; not legal or tax advice.
30, 60 and 90-day plan
First 30 days
- WhatsApp quick replies and catalog
- Quote template
Days 31 to 60
- Single invoice capture, checked with the accountant
Days 61 to 90
- Low-stock alert and a weekly review of hours saved
Quick wins for this week
- Set an away message with your hours today
- Pin both store locations in WhatsApp
Neuri products that fit you
neuri.bots
If messages go over 100 a day, neuri.bots answers the price and stock questions for them.
Learn about neuri.bots
Recommended next step
Quick win Monthly support: Advice
The first two opportunities take about a week with tools they already use; start there and measure before paying for more tools.
Get my assessment
Assumptions
- Message and invoice volumes estimated by the owner in the questionnaire.
Drafted with AI assistance and reviewed by Neuri. This is business guidance; it is not legal, tax or compliance advice.