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Toggle opportunities to see live impact, effort mix, and load by focus area.
Opportunities (7/10)
Weekly hrs
10.0
Annual hrs
500
Focus areas
4
Avg impact
6.8
Weighted by time
Implementation Summary
This plan activates 7 initiatives across 4 focus areas of Gene's practice, freeing roughly 10.0 hours every week (~500 hours/year). Estimated reclaimed value: $37,500–$75,000/year in executive time.
Effort mix
4 low
3 medium
0 high
Top 3 outcomes
- → Faster response times without losing personal tone
- → Reduced missed follow-ups
- → Lower cognitive load from inbox management
Hours saved by focus area (weekly)
Selected plan by phase
Quick Wins
- Email Follow-Up Drafting & Send-Ready Queue2.0h/wk
- Speed-to-Lead Follow-Up Reminders (No Auto-Send)1.3h/wk
- Prospect Research Briefs (Pre-Call / Pre-Podcast)2.5h/wk
Foundational Growth
- Unified Lightweight CRM (Replace Spreadsheet + Calendar Tracking)1.5h/wk
- Workshop Content Second Brain (Private Search Over Gene's Files)1.5h/wk
- Simple Invoicing Draft + Send Workflow0.5h/wk
- Google Workspace Consolidation + Shared Contact Directory0.8h/wk