Maureen AllynMonthly Time Suck
Discovery confirms the right target. Then we sit with you virtually across two 2-hour sessions — on your systems, Salesforce, Outlook, QuickBooks — and build the fix while you learn the moves. You leave with a working process and the confidence to run it next month without us.
Engagement shape
3-session consultation
Discovery → Two 2-Hour Build Sessions
Primary targets
Two problem areas
Commission entry + second highest-leverage workflow
Discovery deposit
$500
Credited toward the build sessions
Pricing is grounded in the value each phase unlocks — discussed at discovery.
“Commission entry is a big time suck every month”
— Jennifer Rae, in our discovery
Here's what you walk away with.
Where you are. Where you'll be.
Right now
- Commission emails arrive in different formats from each manufacturer every month
- Jennifer reconciles them by hand — territories, splits, line items, all manually keyed into QuickBooks
- A Monday inbox can hit 60 emails in two hours and eat the morning before real work starts
- Growth is bottlenecked on existing capacity because hiring for territory coverage has been hard
- Past automation experiences have made the team cautious — accuracy and control matter more than speed
After this engagement
- The two highest-leverage monthly time sucks have working, supervised automations
- Jennifer and Maureen watched them get built on their own systems and can run them themselves
- A human approval checkpoint sits before anything writes to QuickBooks — you control the risk
- The team has a shared mental model for what is automatable, what is not, and why
- The next candidate workflow — email triage, follow-up, marketing — is identified and ready when you are
How the engagement runs
Two steps. Sequence matters — Discovery first, build second.
Confirm the targets before we build anything
Phase 1 — Discovery
Outcome
We confirm — together — which two monthly processes are the highest-leverage targets. Commission entry is the leading candidate; Discovery is what makes that decision real instead of assumed and surfaces the second problem we tackle.
What we do
- Walk through the current commission workflow end-to-end with Jennifer — every step, every format, every decision point
- Map the Outlook → Salesforce → QuickBooks data flow as it actually runs today
- Surface the second candidate (email-time-sync, follow-up, or another monthly grind) and confirm it as the second target
- Rank and pick both targets for the two build sessions based on time saved per month and confidence in a clean automation
- Document the workflows in plain language — because you can only automate work you can explain
What you walk away with
- Documented workflows for both target problems
- A clear plan for what gets built in each 2-hour session
- Confidence that we are solving the right problems
Build the fixes. Learn the moves.
Phase 2 — Two 2-Hour Build Sessions
Outcome
Both chosen workflows get built — on your systems, with you following along — and the monthly time sucks get shorter, starting with the next cycle.
What we do
- Two separate 2-hour virtual sessions with Jennifer and Maureen on their computers
- Build the automations click-by-click on your real Salesforce, Outlook, and QuickBooks — not a sandbox
- Teach as we build — every step narrated, every choice explained
- Wire in the human-in-the-loop checkpoint — AI prepares, you approve, the system executes
- Test the workflows on real recent data so you see them actually work before we hand them over
- You need admin access to your applications — we build on your systems, not ours
What you walk away with
- Two working, supervised automations on your own stack
- Hands-on confidence to run them next month without us
- A clear picture of what to automate next — and what to leave alone
- The vocabulary to brief MetAiBlock again without translation overhead
Why this sequence
Pain drives the solution — not the other way around.
Discovery first because the wrong targets waste the build sessions. Commission entry is the strong candidate, but a 30-minute walkthrough with Jennifer might surface that email triage or a Salesforce follow-up step is actually one of the bigger monthly drains. The build comes second, virtually on your systems, because automation you watched get built is automation you trust.
MetAiBlock process ladder
Phase 1 = The Work + The Workflow. Phase 2 = supervised automation. Future engagements move further along only when the trust is earned.
Investment
Deferred pricing model
Two decisions, not one.
Pricing is deferred until after Discovery for one reason: the 4-hour block is the bundle, but Discovery is the lever that picks where to point it. We won't quote a final number for work we haven't yet confirmed is the right work.
What you commit
- 45–60 minutes for Discovery — Maureen + Jennifer
- Open access to Salesforce, Outlook, and QuickBooks during the 4-hour block
- A go/no-go decision after Discovery before any invoice is issued
What MetAiBlock commits
- A documented workflow and a ranked target list from Discovery
- A locked scope and a locked number before any payment is requested
- Internal benchmark: ~$2,500 for the 4-hour build session
- No surprise add-ons — Discovery folds into the bundle
Our booking page shows 15-minute slots by default. Once we review your request, we'll extend the hold to the right length — it's part of how we keep our calendar honest.
Next steps
Review this proposal
Flag anything that needs sharpening before we move forward.
Reply to confirm
A one-line yes-or-questions email is enough to move to scheduling.
Book Discovery
45–60 minutes, virtual screen-share. Both Jennifer and Maureen welcome on the call.
Pay the $500 Discovery deposit
Invoice sent when you book. Pay before the session. This deposit credits toward the build sessions.
Confirm admin access
Ensure you have admin access to Salesforce, Outlook, and QuickBooks for the build sessions.
Schedule build sessions
After Discovery, we finalize scope and schedule the two 2-hour virtual build sessions.
Answers before the meeting
Because the most expensive mistake here is automating the wrong thing well. Commission entry is the strong candidate — but Discovery is a low-cost check that confirms it's the highest-leverage target and surfaces the second problem worth solving. If commissions wins (likely), we proceed. If something else wins, you avoided pointing the build at a smaller problem.
The AI ingests the commission emails, parses them by manufacturer format, applies your territory and split rules, and produces a draft batch. Jennifer sees that draft — every line, every allocation — in a review screen before anything writes to QuickBooks. She approves, edits, or rejects. Only approved entries post. Nothing happens behind her back. You control the risk.
You can. If Discovery surfaces something we should both think about before committing to the build sessions, we stop there. The $500 Discovery fee stands on its own at that point, and you can pick it up later when you're ready. No pressure to proceed.
Because the workflows we are automating may touch both of your areas. The build sessions are not just about building two things. They are about building the shared vocabulary so the next conversation between MetAiBlock and Allyn Rae Group skips the explainer phase. Both owners in the room compounds the return.
You run the automations yourselves next month. We are available for a check-in if something looks off, but the goal is autonomy — you watched them get built, you know how they work, you do not need us to operate them. When you are ready for the next workflow, we scope a new engagement based on what Discovery surfaced as candidate #3.
Yes — you are reading part of it. The proposal you have in hand was generated, formatted, and delivered through the same kind of pipeline we would build pieces of for you. Happy to walk through it live during Discovery.
Ready to confirm the right target?
45–60 minutes with Maureen and Jennifer. Screen-share. We walk the workflow, pick the target, and produce the documented map before we leave.
Our booking page shows 15-minute slots by default. Once we review your request, we'll extend the hold to the right length — it's part of how we keep our calendar honest.