Relay KC freebie · Effort × Impact Matrix — Print or save as PDF: press Ctrl + P → Destination: Save as PDF. Upload that PDF to Gumroad.

Where should AI go first?

Effort × Impact Matrix

Plot every repetitive task on this grid. Start only with Quick Wins (low effort, high impact). Skip Time Sinks. This is the same framework Relay KC uses in every $999 AI Tools Assessment.

Business / client

Date

Completed by

How to score (keep it rough — 10 minutes max). Effort = how hard is this to automate with off-the-shelf tools (1–5)? Impact = hours saved per week if it worked (1–5)? Plot the task in the matching quadrant. Don’t overthink.

High impact Impact → Low impact

Quick Wins Do first

Low effort · High impact. Fast setup, real hours back.

Big Projects Phase 2

High effort · High impact. Worth it — plan a proper rollout.

Fill-ins Maybe

Low effort · Low impact. Easy, minor. Only if spare capacity.

Time Sinks Skip

High effort · Low impact. Don’t automate. Fix or eliminate.

Low effort Effort to automate → High effort

1 · Dump every repetitive task (no filtering yet)

List the work that shows up every week — data entry, drafting, follow-ups, re-keying between systems, reports, scheduling. One task per row.

#	Task / workflow	Hrs / wk	Who does it	Effort 1–5	Impact 1–5	Quadrant
1
2
3
4
5
6
7
8
9
10

2 · Scoring guide

Effort (1–5)
1–2 = set up in a day with existing tools
3 = a few days + light process change
4–5 = multi-system project or custom work

Impact (1–5)
1–2 = under ~1 hour/week saved
3 = ~2–4 hours/week
4–5 = 5+ hours/week or clear revenue effect

3 · Your top 3 Quick Wins (commit this week)

#	Quick win task	First tool you’ll try	Done by (date)
1
2
3

Quick Wins Do these first. Audit starts here.

Big Projects After quick wins stick. Plan properly.

Fill-ins Optional. Don’t steal focus from wins.

Time Sinks Never automate. Fix the process or drop it.

Want this filled in for your real workflows?

Relay KC’s $999 AI Tools Assessment produces a 9-slide plan, ranked matrix, and 4-day quick start — with a 5-hour time-back guarantee.

Book free 20-min call →