What I'd automate first
Illustrative example—not client data. Your map is written around your business, your tools, and the answers you send me.
Quotes are priced in a notebook, then rebuilt in Word
P1 / First- What it costs you
Roughly 45 minutes per quote, and the pricing only exists in one person's head.
Finished jobs get retyped into the accounting software
P1 / First- What it costs you
The same numbers entered twice every week, with the occasional typo reaching a customer.
Weekly numbers are assembled by hand from four places
P2 / Next- What it costs you
Two hours of someone's Sunday, and the answer is already out of date by Tuesday.
The same ten customer questions get answered from scratch
P3 / Later- What it costs you
Real time, but spread thin—and the answers are mostly fine as they are today.