SouthernLpAI Systems

SouthernLoop interactive demo

Workflow Leak Finder

A client-safe diagnostic that turns vague “AI automation” interest into a ranked first-module plan. Score the five common owner-led business leaks, then use the output as a discovery call talking point.

Run the finderSend to a prospect
audit.output
Top leakNew enquiries9/12 · Audit candidate
0install-ready
5audit candidates
0auto sends

Score by frequency × value × automation fit

Pick the smallest workflow that can pay back first.

Every row stays approval-first by default. This is designed for a live sales call: simple enough to understand, concrete enough to quote a first install.

01

New enquiries

Website forms, calls, DMs or referrals arrive in more than one place.

9/12
02

Quotes / proposals

Quotes go out, then follow-up depends on someone remembering sent items.

9/12
03

Client promises

Promised updates, documents or next steps live in meeting notes or staff memory.

9/12
04

Staff handoffs

Jobs move between people with context missing or decisions scattered across tools.

9/12
05

Reviews / referrals

Happy customers are not asked for reviews or referrals at the right moment.

9/12

Recommended first install

New enquiries: Unified enquiry lane + draft first response queue

Faster first replies and fewer warm leads going cold. Start with one workflow, one dashboard/brief, one approval gate, and one measurable baseline.

Discovery question“Where does this currently live, who owns the next action, and what happens when it is two days overdue?”
1
New enquiriesAudit candidate
9/12
2
Quotes / proposalsAudit candidate
9/12
3
Client promisesAudit candidate
9/12
4
Staff handoffsAudit candidate
9/12
5
Reviews / referralsAudit candidate
9/12

Commercial signal

Convert the leak into a first-month payback estimate.

Use this during discovery to turn “we miss some follow-ups” into a cautious value range. It keeps the pitch grounded: if the recoverable value is weak, track manually first; if it is strong, quote the narrowest install that catches the loop.

At-risk follow-ups12.0per month
Visible leak value£7,800before recovery assumptions
Recoverable value£2,340strong payback signal

Client-ready output

Turn the score into a message Archie can send after the call.

The snapshot converts the live ranking into a tight first-month module shortlist, manual-track caveats, and an approval-first boundary. It is deliberately plain text so it can be pasted into WhatsApp, email or a proposal note without extra formatting work.

Build prospect audit packOpen as email draft
SouthernLoop Workflow Leak Snapshot

Prospect: Example clinic
Business type: owner-led aesthetics clinic
Main channel checked: Instagram DM / email / website form

Top leak: New enquiries
Score: 9/12 — Audit candidate
Recommended first install: Unified enquiry lane + draft first response queue
Outcome: Faster first replies and fewer warm leads going cold

Commercial signal:
- Monthly enquiries/quotes checked: 80
- Average job/quote value: £650
- Follow-ups at risk: 15% (12.0 per month)
- Visible leak value: £7,800 per month
- Conservative recoverable value: £2,340 per month (30% recovery)
- First-install signal: strong payback signal

First-month module shortlist:
1. New enquiries — Unified enquiry lane + draft first response queue (9/12, Audit candidate)
2. Quotes / proposals — Quote follow-up board with overdue prompts and approval-first chasers (9/12, Audit candidate)
3. Client promises — Promise tracker with owner, due date, source note and weekly exceptions (9/12, Audit candidate)

Keep manual for now:
- No low-scoring areas from this pass.

Approval boundary: draft, summarise and remind first; no sensitive client-facing message sends without the agreed human review step.

Discovery close question: If we fixed only one of these loops in the first 30 days, which would make the business feel most different?