🎯 A.O.A. Framework

Audit → Optimize → Automate | JCODE AI Concierge session template

🔍 AUDIT

⚡ OPTIMIZE

🤖 AUTOMATE

🗺️ Process mapping

What tasks do you handle every day? (complete list)
How much time do you spend on each task?
Which tasks are repetitive and predictable?
Which tasks require human judgment?
What tools do you currently use?
Where are the bottlenecks?
What errors occur frequently?

📊 AI Readiness Score

3.5/10

Based on: current digitization, volume of repetitive tasks, available data, willingness to adopt.

📝 Session notes

💡Quick Win identified: Automate appointment reminders via SMS/email (estimated gain: 3h/week)

🔄 Optimized workflow

Remove identified redundant steps
Standardize templates (emails, invoices, replies)
Group similar tasks (batching)
Define automatic triggers (when X → then Y)
Document the target workflow (before/after)
Validate with the client that the workflow makes sense

🗑️ Removed steps

Manual appointment entry → Calendly auto
Manual review replies → Template + AI
Manual unpaid follow-up → Make.com workflow

📝 Session notes

💡Quick Win identified: Automatic post-appointment email template (estimated gain: 2h/week)

🤖 Claude skills to create

Skill "Google review reply" (professional, personalized tone)
Skill "Post-appointment email" (summary + next appointment)
Skill "Client follow-up" (D+3, D+7, D+14)
Skill "Social media post" (3x/week auto)
Skill "Invoicing" (generation + sending)

⚙️ Make.com workflows

Trigger: New appointment → Confirmation email + D-1 reminder
Trigger: Google review → AI reply + Notification
Trigger: Unpaid invoice D+7 → Automatic follow-up
Schedule: Monday 8am → Week posts scheduled

🚀 Deployment

Test each workflow in sandbox mode
Client validation before activation
Progressive activation (1 workflow/week)
First week monitoring

📝 Session notes

💡Quick Win identified: Unpaid invoice follow-up workflow (estimated gain: 4h/month + 30% reduction in unpaid)

À découvrir chez JCODE