Before you buy another tool,
write down one week.
Most operators try to work out what AI could do for their business by reading about AI. That is backwards, and it is why people end up with three subscriptions and an unchanged Tuesday. The useful question is not what the tools can do — it is what you do, repeatedly, by hand, in a way you could describe to a new hire in two sentences.
So this is a pen-and-paper worksheet. Log the jobs as they happen for one ordinary week. Then sort what you wrote into three piles, using a rule that is mechanical on purpose.
The whole method
is three questions.
Every job you log gets three yes-or-no answers — is it repeatable, does it need your judgement, does a mistake cost money or break something. Those three answers decide which pile it lands in, so you cannot talk yourself into automating the interesting job and leaving the boring one.
Hand it over
- The steps are the same every time
- Nothing bad happens if the output is ordinary
- Start with the biggest total, not the most annoying job
- This is the pile with the hours in it
Let it assist
- You still decide; something else does the typing
- First drafts, lookups, summaries, transcription
- Where most of an operator’s week actually lives
- The pile people skip, because it does not feel like automation
Keep it human
- One-offs and judgement calls
- Anything where a confident wrong answer costs a customer or a claim
- A tool here still needs a person reading the output
- Getting this pile wrong is the most common way it goes badly
Tell us where,
and it is on its way.
One email with a link to the worksheet. We will send you the occasional note about what we are building — reply with “stop” and that ends it. We do not sell your address, and there is no call at the other end of this.
Check your inbox
It is on its way to . If it has not landed in a couple of minutes, look in spam — and if it is not there either, mail sales@liftori.ai and we will send it by hand.
We build the software,
not the course.
Liftori builds CRMs, freight systems and field tools for operators in roofing, trucking and kitchen exhaust cleaning. That is why this worksheet is about your week rather than about our product — we would rather you find the two jobs worth changing than buy something you have not measured.
If you want the longer version, Liftori University runs a free twelve-lesson course on the same idea, using the same three-way sort.
This worksheet is a planning aid. It makes no claim, promise or representation about earnings, savings, revenue or business results of any kind.
Find the two jobs
worth changing.
Then, if it turns out you want software rather than another subscription, we are here for that too.