The same information gets entered into two or three systems.
Palaboi / Workflow teardown
Find the work your systems keep dropping.
In 10 business days, you get a clear map of what to automate, what deserves a custom build, and what should stay with a person.
Where work leaks
Your business probably does not need more software.
It needs a view of where time, context, and accountability disappear between the tools you already have.
Your CRM, scheduler, and accounting tool each tell a different story.
One person knows how everything works, so everything waits for them.
Someone said you should use AI, but nobody can say where it would actually pay back.
Make the right call
AI is not the decision. The workflow is.
Automate the known work
Connect routine steps, move data, create records, send updates, and remove repeatable handoffs.
Build where the workflow is valuable
Create a focused system when off-the-shelf software does not fit the work.
Protect the human step
Keep judgment with people when automation would add fragility, risk, or needless complexity.
What leaves the room
A buildable operating plan, not a strategy deck.
Use it with Palaboi or take it to another builder.
Workflow map
People, systems, decisions, and handoffs in one practical view.
Decision split
Every opportunity marked automate, build, or leave alone.
Tool and data check
What the current stack supports and what is blocking it.
Ranked opportunities
The best moves ordered by impact, effort, risk, and payback.
Build roadmap
Scope, dependencies, and a sensible first release.
10 business days
A short engagement with a concrete finish line.
Kickoff
Choose the workflow, define the decision, and gather the existing tools and documents.
Discovery
Trace the real process with the people doing the work, including exceptions.
System analysis
Review tools, data quality, permissions, handoffs, and practical automation paths.
Ranking
Score the best moves by impact, effort, risk, and expected payback.
Roadmap
Receive the map, recommendations, and a sequenced build plan.
Proof
Systems built around the work.
Private lending
Loan Condition Review
A faster review workflow for recurring lending conditions.
Review time: 45 to 8 minutes. At 120 files per month, about 74 hours returned.Read the buildFinancial servicesLoan Origination Platform
One operating system for a fragmented lending process.
Replaced spreadsheet and inbox handoffs with one controlled origination workflow.Read the buildHome servicesDryer Vent Field Operations
Scheduling, field updates, and follow-up in one flow.
Clearer handoffs from booked job through completed service and follow-up.Read the buildHospitalityJuu Roku Coffee House POS
A purpose-built point-of-sale workflow for café operations.
A simpler operating surface shaped around the café instead of a generic template.Read the buildAgenciesAgency Client Systems
The operational foundation behind repeatable client delivery.
A connected client operating system from lead intake through delivery and retention.Read the buildWork directly with Dan
The person who maps the workflow is the person who builds the system.
I'm Dan Iman, the builder behind Palaboi. I work directly with operational teams to turn scattered processes into usable CRM foundations, pipelines, automations, portals, and custom web systems.
I'm based in the Philippines and work mostly with US clients. You will not be handed from a strategist to a junior implementation team.
A good fitA repeatable workflow is causing delays, rework, or unclear ownership, and the people doing the work can be involved.
FAQ
Sensible questions before spending $2,000.
Why pay for an assessment when agencies do discovery for free?
Free discovery usually exists to scope the agency's preferred service. This teardown is the product: a buildable map and ranked roadmap you can use with Palaboi or take elsewhere.
Can’t I just ask ChatGPT what to automate?
ChatGPT can suggest patterns. It cannot observe your real handoffs, exceptions, permissions, data quality, and team behavior without a structured discovery process.
What if I already know what I want built?
If the scope is clear, we can skip the teardown and quote the build directly. The teardown is for uncertainty about the right problem or sequence.
What if the plan says we do not need AI?
That is a valid result. You still receive the workflow map, ranked opportunities, and a practical recommendation based on the work.
Who owns the roadmap and deliverables?
You do. The deliverables are yours to use internally or with another builder.
Book the teardown
Show me the workflow that keeps stealing time.
Tell me enough to understand the operating problem. I'll review it personally and reply with fit, timing, and the next step.
- $2,000 flat fee
- 10 business days
- Full fee credited to an approved build