Fit Check
Goal: confirm fit, choose package, scope diagnostic.
15 mins; free
Workflow Fix - $1000
Automate 1–2 workflows. ≥5 hours back per month.
Signal Check - $1500
2-week audit + documentation and 3 fixes. Buy clarity fast.
Sales Performance Sprint - $2000
Live call review & feedback + updated pitch script to close more deals.
One-time Builds (fixed scope)
Ops Audit in a Week:
map stack, quick wins, 90-day plan
$2500CRM Setup + 3 Automations:
lead capture → follow-ups → invoice nudge
$3000Hiring Playbook-in-a-Box:
JD library, interview kits, onboarding checklists
$3500
Ops Efficiency | AI Agentic Workflows
Pain solved: Repetitive admin and tool sprawl steal focus. AI agentic workflows give that time back.
Identify & automate 1–2 workflows (reports, scheduling, onboarding emails, handoffs)
AI analysis and implementation
Updated SOPs + quick Loom walkthroughs so staff adopt changes fast
45-min working session each month to select next automations (where needed)
Outcomes: ≥ 5 hours saved, launch 1–2 workflows, baseline time audit created for ongoing gains.
Pitch Performance Feedback
Pain solved: inconsistent pitches, weak delivery, and lost opportunities.
Professional sales frameworks adapted for your org (for-profit or nonprofit).
Live feedback coaching during practice sessions and real calls.
Delivery skills: tone, pacing, and confidence under pressure.
Roleplays and scenario-based exercises to sharpen adaptability.
Data Health & Dashboards
Pain solved: Dirty data and no shared facts.
Data standards (owners, stages, required fields) + enforcement automations
Monthly KPI snapshot (simple dashboard)
Backlog of data issues + fixes
Outcomes: duplicate/error rate ↓, baseline KPI snapshot live, actionable data focus.
Talent Systems
Pain solved: Inconsistent hiring and onboarding; role ambiguity, avoidable churn & manager ambiguity
Standard job description & interview kit templates
Offer & onboarding checklists (role, access, docs)
Compensation/level sanity check (light market check, not comp study)
Quarterly stay-interview kit + insights
Manager micro-training
Review of churn risk signals and manager action items
Outcomes: Day-1 readiness for new hires; JD + interview kit library live
CX Uplift
Pain solved: Repeat service issues and churn.
Map top 3 failure points; add “save the day” SOPs
Ticket/feedback tags to track repeat issues
Renewal/upsell reminder automations (if applicable)
Outcomes: repeat issues ↓, CSAT/NPS baseline set
Revenue Capture | Lead Flow & Nurture
Pain solved: Revenue slip (missed follow-ups, late/incorrect invoicing), dropped leads, and/or slow response.
Automate follow-ups for quotes/invoices (email/SMS)
“At-risk revenue” snapshot (overdue invoices, uncontacted leads)
Message templates for nudges
Streamline capture forms; route to owner/rep with SLAs
Auto-nurture sequences (SMS/email) for cold/warm leads
Response-time report + weekly “no-touch” list
Outcomes: Response time ↓, MQL→SQL ↑ vs baseline
FAQ
Do new tools need to be purchased?
Usually no; start with the current stack.How is ROI measured?
Monthly snapshot: $ captured, hours saved, risk reduced.Who does the work?
Kismet Automation, led by Tonya Riney; vetted partners added only as needed—always disclosed. Former SaaS COO
PhD, Performance Improvement & Change ManagementResponse time?
Within 1 business day; designated backup for critical issues.