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Day 13
Week 2 · sellable Workflow analysis
Niche workflows Pain points Solution mapping

Study niche workflows – real estate / agency pain points

Learn how to deeply understand a niche's daily workflows, identify pain points, and map them to automation solutions from Days 1-11. Turn problems into profitable systems.

Workflow analysis
Pain point identification
Solution mapping
Connects Days 1-12

🔗 Knowledge graph – Day 13 applies all systems to real workflows

Day 1

Prompts – used to interview clients and document workflows.

Day 2

Zapier – simple workflow automations.

Day 3

Make – complex workflow implementation.

Day 4

API – custom workflow solutions.

Day 5

Lead qualifier – maps to lead gen workflows.

Day 6

Biz cases – workflow examples.

Day 7

3 builds – practice workflow building.

Day 8

Lead qualifier – qualification workflows.

Day 9

Sales assistant – follow-up workflows.

Day 10

Content engine – content workflows.

Day 11

Support router – support workflows.

Day 12

Niche selection – real estate/agencies.

Shared link: Day 12 helped you pick a niche. Day 13 teaches you to study that niche's workflows in depth. Days 1-11 provide the solution building blocks. Together, they turn you into a niche expert who can diagnose problems and prescribe the right automation.

🔍 Why study workflows?

📌 Workflow = opportunity

Every business has dozens of workflows: lead capture, follow-up, onboarding, reporting, etc. Each workflow that is manual, repetitive, or error-prone is an automation opportunity. By studying workflows, you:

  • Identify what to automate (and what not to)
  • Understand the true pain points (not just symptoms)
  • Design solutions that actually fit the way they work
  • Speak their language and build trust
Analogy: A doctor doesn't prescribe medicine without diagnosis. Workflow study is your diagnosis. You observe symptoms, ask questions, run tests, then prescribe the right automation.

📋 The 5-step workflow analysis framework

1

Map the current process

Document step-by-step what happens today. Include:

  • Trigger (what starts it)
  • Actions (what people do)
  • Tools used (email, CRM, spreadsheets)
  • Time spent on each step
  • Pain points (where it breaks, slows down)
Template: "When [trigger happens], [person] does [action] in [tool]. This takes [time]. The problem is [pain point]."
2

Identify automation opportunities

Look for:

  • Repetitive manual data entry
  • Delays (waiting for someone)
  • Steps that require memory (follow-ups)
  • Multi-tool shuffling
3

Design the ideal workflow

Sketch the automated version. Which steps can be automated? Which need human touch?

4

Map to existing systems (Days 1-11)

Which of our pre-built systems solves this? Day 8 for lead qualifier? Day 9 for follow-ups? Day 10 for content?

5

Build, test, iterate

Build a prototype, test with real data, refine.

🏠 Real estate deep dive – 5 core workflows

Workflow 1: Lead capture & response

Pain points:
  • Leads come from multiple sources (Zillow, Realtor.com, website, social)
  • Slow response (hours or days) = lost leads
  • No qualification before agent calls
Automation solution:
  • Day 8 lead qualifier – instantly responds, qualifies buyer/seller, budget, timeline
  • Day 9 sales assistant – sends matching listings, schedules showings
  • Tools: Zapier/Make, OpenAI, CRM

Workflow 2: Listing distribution

Pain points:
  • Manually posting new listings to 10+ portals
  • Inconsistent descriptions across sites
  • Photos need resizing for each platform
Automation solution:
  • Day 10 content engine – generates descriptions, social posts
  • Make.com – posts to Zillow, Realtor.com, Facebook Marketplace via API

Workflow 3: Buyer follow-up

Pain points:
  • Buyers need multiple touches before viewing
  • Agents forget to send new listings
  • No personalization
Automation solution:
  • Day 9 sales assistant – automated sequence with new listings
  • Day 10 content engine – generates personalized property descriptions

Workflow 4: Seller updates

Pain points:
  • Sellers want weekly updates on showings, interest
  • Manual reporting takes time
Automation solution:
  • Day 9 + reporting – automated weekly email with showing stats, feedback
  • Data from CRM + MLS

Workflow 5: Transaction coordination

Pain points:
  • Missing documents, deadlines
  • Coordination between agents, lenders, title companies
Automation solution:
  • Make.com – track deadlines, send reminders
  • DocuSign + Google Drive integration

📊 Agency deep dive – 5 core workflows

Workflow 1: Lead qualification

Pain points:
  • Low-quality leads wasting sales time
  • No budget discussion upfront
Automation solution:
  • Day 8 lead qualifier – BANT + service needs
  • Hot leads → sales call, cold → nurturing sequence

Workflow 2: Proposal creation

Pain points:
  • Proposals take 2-3 hours to create
  • Inconsistent formatting
Automation solution:
  • Day 10 content engine – generates proposal sections from lead data
  • Google Docs + Mail merge

Workflow 3: Client onboarding

Pain points:
  • Forgetting to collect assets, credentials
  • Delayed kickoff
Automation solution:
  • Day 9 + forms – automated onboarding sequence with forms, checklists
  • Asana/Trello integration

Workflow 4: Monthly reporting

Pain points:
  • Manual data gathering from multiple sources
  • Hours spent on reports
Automation solution:
  • Make.com – pulls data from Google Analytics, SEMrush, social
  • Day 10 content engine – writes narrative summary
  • Auto-generates PDF and emails client

Workflow 5: Client support

Pain points:
  • Same questions repeatedly
  • Slow response times
Automation solution:
  • Day 11 support router – auto-answers common questions from KB
  • Urgent → Slack alert

🎤 Client interview scripts to uncover workflows

📞 15-min discovery call questions:

  1. "Walk me through a typical day. What's the first thing you do?"
  2. "When a new lead comes in, what happens step by step?"
  3. "What tasks do you or your team do every day that feel repetitive?"
  4. "Where do you spend most of your time on admin work?"
  5. "What's the most frustrating part of your current process?"
  6. "If you could wave a magic wand, what would automation do for you?"
  7. "What tools do you currently use? (CRM, email, spreadsheets)"
  8. "How do you track follow-ups? Do you ever forget?"
Practice exercise: Record yourself asking these questions to a friend in your chosen niche. Document their answers and identify 3 potential automation workflows.

🗺️ Pain point → solution mapping matrix

Slow lead response

Solution: Day 8 lead qualifier + Day 9 sales assistant

Forgotten follow-ups

Solution: Day 9 automated sequences

Manual data entry

Solution: Day 2/3 Zapier/Make integrations

No content for social

Solution: Day 10 content engine

Support tickets pile up

Solution: Day 11 support router

Unqualified leads

Solution: Day 8 BANT qualifier

Inconsistent follow-up

Solution: Day 9 sequences + Day 10 personalization

Reporting takes hours

Solution: Make.com + Day 10 narrative

8 hands-on practice exercises

📝 Exercise 1: Map a workflow

Choose one workflow from real estate or agencies. Document current process step-by-step. Include time per step.

🔍 Exercise 2: Identify 3 pain points

From the workflow above, list 3 specific pain points. Be specific: "Takes 10 minutes to copy data" not "too slow".

🗺️ Exercise 3: Map to solutions

For each pain point, identify which Day (1-11) system would solve it. Explain why.

📞 Exercise 4: Mock interview

Interview someone in your niche using the script. Record answers. Identify 3 automation opportunities.

📊 Exercise 5: Compare two niches

If you haven't chosen, map one workflow from real estate and one from agency. Compare complexity.

⚙️ Exercise 6: Design solution

For one pain point, sketch the automated workflow. Which tools? Which modules? Draw it.

📄 Exercise 7: Client proposal

Write a 1-page proposal for a client based on the workflow you analyzed. Include pain points, solution, pricing.

🔄 Exercise 8: Build prototype

Build a simple prototype of one solution using Make or Zapier. Test with sample data.

📄 Client proposal (based on workflow analysis)

🏠 Proposal for [Real Estate Agent Name] – Lead Response Automation

Current workflow (from our call):

  • Leads come from Zillow, website, and social media
  • You check email manually, 3-4 times/day
  • Average response time: 4 hours
  • You spend 30 min/day qualifying leads (budget, timeline)
  • Follow-ups are manual – sometimes forgotten

Pain points identified:

  • Slow response = lost leads (industry data: 5-min response = 100x better)
  • No qualification before call → wasted time
  • Inconsistent follow-up → missed opportunities

Proposed solution (Day 8 + Day 9):

  • AI lead qualifier responds instantly, asks budget, timeline, buyer/seller
  • Hot leads (pre-approved, immediate) → SMS alert to you
  • Automated follow-up sequence with matching listings
  • All activity logged to CRM

Investment: $2,500 setup + $300/mo

ROI: 1 extra deal/month ($5,000 commission) = 16x ROI

📚 Resources

Day 13: You can now analyze niche workflows deeply

✔ 5-step workflow analysis framework
✔ 10 detailed workflows (5 real estate, 5 agencies)
✔ Pain points identified for each
✔ Solutions mapped to Days 1-11
✔ Client interview scripts
✔ 8 practice exercises
✔ Client proposal template

Week 2 · Day 13 – Study niche workflows (connected to Days 1-12)

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