The FixFlow report is your starting point, not your final proposal. Your job is to read it, understand it, filter it, and turn the relevant parts into your own recommendations. Never send the raw report to a client.
WHY YOU SHOULD NOT SEND THE RAW REPORT
The report is comprehensive and sometimes suggests services you do not offer, tools that do not fit the client's situation, or opportunities that are technically valid but not the right priority right now. Presenting an unfiltered report to a client puts you in a reactive position where you are explaining recommendations rather than leading with your own expertise.
You are the consultant. The report validates your thinking and backs up your recommendations with data. It does not replace your judgement.
THE FOUR-BUCKET FILTERING PROCESS
After reading the report, categorise every suggestion into one of four buckets:
I will do this
Services you offer that fit this client's situation. These become your proposal.
They can do this themselves
Simple quick wins the client can action without your help. Mention these in your video to show you have their interests at heart, not just your own.
Refer to a specialist
Suggestions that require skills or tools outside your area. Note these and offer to connect the client with someone who can help.
Skip for now
Suggestions that are technically valid but do not fit the client's current situation, budget, or priorities. You can acknowledge these in your video as "things we could look at down the road."
WHAT TO LOOK FOR IN EACH SECTION
Executive Summary: read this first to understand FixFlow's overall assessment. The headline numbers (time savings, cost savings) are what you will lead with in your video proposal. Check whether the summary accurately reflects what you know about the client. If something seems off, the underlying map may have incomplete or inaccurate data.
Analysis Metrics: use these as reference points. The optimisation score gives you a quick benchmark. The bottleneck count tells you how many problem areas were found. The automation potential rating (low, medium, high) helps you decide which report mode is most relevant if you have run both.
Key Findings: these are the specific problems identified. Each finding has a severity rating and a confidence score. Focus on high severity findings with high confidence scores first. These are the most credible and impactful issues to present to the client.
Opportunities (Delegation or Automation): these are the actionable recommendations. Apply the four-bucket filter here. The annual opportunity cost figures in Delegation mode and the time savings in Automation mode are the numbers you will use to build your ROI case.
Optimisation Suggestions: treat these as prompts for your own thinking rather than direct recommendations. They tend to be more general and are less specific to your client's situation than the opportunities section.
RUNNING BOTH MODES
You can run both Delegation and Automation reports on the same workflow. Doing this gives you a fuller picture. Some workflows are strong candidates for delegation, some for automation, and many benefit from both. If you run both, apply the four-bucket filter across both reports together and build a single proposal from the combined output.
REPORT HISTORY
All reports are saved in the FixFlow history panel. You can return to any past report at any time. If the workflow map is updated after a report is generated, run a fresh report to reflect the changes. Old reports remain in the history and are not overwritten.
DOWNLOADING THE REPORT
Reports can be downloaded as a PDF. Use the Download button in the report view. The PDF is useful as a reference document for yourself but should not be sent directly to a client as a deliverable. Use it as the source material for your video proposal.