Task Audit

Advisor AI Partners — AIOS Layer 4: Automate  |  Generated April 16, 2026
LISBON RELOCATION
73
Total Tasks
16
Fully Automatable
24
Partially Automatable
8
Not Yet
25
Human-Only
8%
Automated

Automation Progress

8%

Weekly Time Allocation

Learning & Strategic
20-30h
Sales & Prospecting
10-15h
Meetings & Networking
8-10h
Health & Personal
8-10h
Operations & Admin
5-8h
Client Delivery
5-8h

Top Pain Points

1 No cold calling structure — biggest revenue blocker. Afternoons planned but never happen. No tracking, no accountability.
2 No proposal follow-up tracking — deals going cold. No system alerts when prospects haven't responded.
3 No standardized onboarding — can't scale, can't delegate. Every client handoff to Aamish is ad hoc.
4 Communication scattered — WhatsApp, email, Slack undecided. Things getting lost.
5 Learning vs. selling time — 20-30 hrs/wk learning crowds out prospecting. Needs boundaries.