Executive Dashboard
Daniel Business Advisory
Phase 0: Architecture & Discovery · Business Advisory / M&A
Avg Maturity
27%
across 6 areas
Automation Readiness
33%
avg across tech stack
Hrs Recoverable
17/wk
from identified opportunities
Annual Value
$216K
hours saved + revenue
Critical Systems
2
need attention
Operational Maturity
Current Phase
Phase 0: Architecture & Discovery
Design the Revenue Operations architecture, validate business priorities, and establish a clear foundation before implementation begins.
Systems Needing Attention
Otter.ai
API availability is the key technical dependency for the meeting intelligence workflow.
Instantly / SmartLead
Recent Activity
- 1
2026-06-29
Paid architecture session: design and draft the DBA Revenue Operations and Automation Blueprint
- 2
2026-06-12
Founder interview to understand revenue operations vision, pain points, and priorities
Move forward with a paid architecture session: Revenue Operations and Automation Blueprint
- 3
2026-06-01
Intro screening to assess fit and understand the Daniel Business Advisory engagement opportunity
Advance to a founder interview with Alan
Open Questions
2026-06-29
- ?
Which specific automation workflows are currently running and what is the monthly task count?
- ?
Confirm API access availability on current Otter.ai plan
- ?
First project priority: CRM cleanup + sequences, or meeting intelligence integration?
- ?
Timeline expectation for first implementation deliverable
Work in Progress
Architecture Blueprint
SMB Ops
Workflow Maps
SMB Ops
Technology Landscape Assessment
SMB Ops
Opportunity Backlog
SMB Ops
30-Day Priority Matrix
SMB Ops
Implementation Roadmap
SMB Ops
Discovery Session Record
SMB Ops
Recommended Next Step
Finalize Architecture & Discovery deliverables and schedule Phase 1 kickoff within two weeks.