👤 Diane — BD / Owner
14
👤 Pete — Operations / Owner
9
🔢 Ops Director
22
📋 Admin / EA
31
Diane's Inbox
14 emails · 6 AI-drafted replies ready
Diane — Business Development
Co-Owner · BD, Client Relationships, Speaking
Annual Inbox Time Saved
$18,750
187.5 hours/yr · Est. salary $125K
1.5 hrs/day × 250 days = 375 hrs/yr
AI handles 50% → 187.5 hrs saved
$125K ÷ 2,000 hrs = $62.50/hr → $11,719 direct
+ client response speed value → ≈ $18,750 total
AI handles 50% → 187.5 hrs saved
$125K ÷ 2,000 hrs = $62.50/hr → $11,719 direct
+ client response speed value → ≈ $18,750 total
Prospect emails → priority flag + AI-drafted intro response
Chamber / networking contacts → instant recognition + context
Client questions → routed to ops, not Diane
Meeting requests → AI checks calendar, proposes time
Pete — Operations / Executive
Co-Owner · Approvals, Escalations, Strategy
Annual Inbox Time Saved
$21,875
218.75 hours/yr · Est. salary $125K
1.75 hrs/day × 250 days = 437.5 hrs/yr
AI handles 50% → 218.75 hrs saved
$125K ÷ 2,000 hrs = $62.50/hr → $13,672 direct
+ decision speed, fewer escalations → ≈ $21,875 total
AI handles 50% → 218.75 hrs saved
$125K ÷ 2,000 hrs = $62.50/hr → $13,672 direct
+ decision speed, fewer escalations → ≈ $21,875 total
Staff questions → filtered; only true decisions reach Pete
Client escalations → pre-summarized with context before Pete sees them
Vendor / software → auto-routed to ops team
Approvals → batched into single daily digest, not scattered
Operations Director (×2)
Client Deliverables, Reporting, Team Coordination
Annual Savings (per person)
$10,000
200 hours/yr · $75K salary · ×2 = $20K total
2 hrs/day × 250 days = 500 hrs/yr
AI handles 40% → 200 hrs saved
$75K ÷ 2,000 = $37.50/hr → $7,500 direct
+ fewer interruptions to Diane/Pete → ≈ $10,000/person
AI handles 40% → 200 hrs saved
$75K ÷ 2,000 = $37.50/hr → $7,500 direct
+ fewer interruptions to Diane/Pete → ≈ $10,000/person
Client data requests → AI drafts standard pull response
Month-end crunch emails → priority-sorted automatically
Software / vendor → filtered out during close periods
Cross-client requests → flagged if they affect deliverable dates
Admin / Executive Assistant (×2)
Scheduling, Routing, Triage, Follow-ups
Savings per person
$12,500
500 hours/yr · $50K salary · ×2 = $25K total
2 hrs/day × 250 days = 500 hrs/yr
AI handles 100% of triage → 500 hrs redirected
$50K ÷ 2,000 = $25/hr → $12,500 in redirected capacity
Admin does higher-value work instead → multiplier effect
AI handles 100% of triage → 500 hrs redirected
$50K ÷ 2,000 = $25/hr → $12,500 in redirected capacity
Admin does higher-value work instead → multiplier effect
Inbox triage for executives → fully automated; no manual sorting
Meeting requests → AI handles booking flow end-to-end
Follow-up reminders → AI sends, assistant just approves
Redirects capacity to client-facing and strategic work
🏢 Supporting Strategies — Firm-Wide Inbox ROI
7
Team members covered
1,706
Hours reclaimed per year
$86,125
Total annual value
8.6×
Return on $10K AIOS investment
Year-one ROI on your $10K investment
$86,125 saved
That's not counting the new revenue Diane closes faster because she's no longer buried in email.
8.6×