PROBRIDGE / SMALL BUSINESS AUTOMATION TOOLKIT

Build clearer workflows.
One step at a time.

A practical starting point for small-business owners who want to organize repetitive work and use AI with human oversight.

$97 one-time. No monthly ProBridge subscription.

Practical guidance · Human review · One-time toolkit purchase.

TOOLKIT ARCHITECTURE

What is Inside

A practical starting point for organizing repetitive work in your small business.

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01

Automation Roadmap

Choose a workflow, define success, and plan the rollout.

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02

Workflow Playbooks

Organize intake, follow-up, and administrative handoffs.

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03

AI Setup Guidance

Define what an assistant may do and where human review is required.

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04

Documentation Tools

Record owners, decisions, tests, and next steps.

USING YOUR TOOLKIT

Adapt. Test. Document.

Before using a workflow

Adapt the toolkit to your business and test changes before using them with live customers. Separate software subscriptions or consulting are not included unless expressly stated in your order.

ADVISORY & EXECUTION SUPPORT

Need Help Implementing?

Consulting is available separately for owners who want help adapting the toolkit to their business.

SELF-DIRECTED / STANDALONE

The ProBridge Toolkit

$97

Use the roadmap, playbooks, AI setup guidance, and documentation tools to plan your next workflow.

Work at your own pace and test each change before using it with customers.

DEDICATED PRACTITIONER ENGAGEMENT

Implementation Consulting

$175/hour

or $1,500 for a 10-hour block.

Work with Shannon Watson on AI implementation, CRM setup, workflow automation, and accessible operating processes.

Scope agreed before work begins. Shannon has limited client slots; onboarding starts Mondays, subject to availability.