# Driver tree worksheet

Decompose profit until you find the number your workflow actually moves.

A driver tree breaks the top number of your business into the smaller numbers that produce it. You automate the process that sits under the most sensitive small number, not the process that annoys you most. Fill in each node with your own numbers. Rough is fine. The tree works even when the numbers are guesses, because you are comparing levers, not filing taxes.

## The skeleton

```text
Profit
├── Revenue
│   ├── ____________ (what brings buyers in? count per month)
│   ├── ____________ (what fraction convert? your win or close rate)
│   └── ____________ (what is each one worth? average sale or job size)
└── Costs
    ├── ____________ (what do you pay for people and time?)
    └── ____________ (what do you pay for tools, stock, or delivery?)
```

At each blank, ask: which of my daily processes feeds this number? Write the process name next to the node. A process that feeds no node is a process you should not automate.

## Completed example: a services business

```text
Profit
├── Revenue = quote requests x win rate x average job size
│   ├── Quote requests: 40 per month   (fed by: marketing, referrals)
│   ├── Win rate: 25%                  (fed by: quote turnaround, follow-up)
│   └── Average job size: $4,000       (fed by: scoping calls, upsells)
└── Costs
    ├── Labour: 6 staff
    └── Tools and materials
```

The owner wanted to automate meeting notes. The tree says otherwise. Quotes take 2 days to go out, and the firms that reply within hours win the work. The 2-day quote lag lands squarely on win rate, and win rate multiplies against everything else in the revenue line. Move it from 25% to 30% and revenue climbs 20% with zero new leads. The winning workflow is quote follow-up, not notes.

## The closing question

Look at your finished tree and answer 1 question:

Which process, improved 2x, moves the top number most?

Process: ________________________________________

That process is your build candidate. Take it back to the scorecard.

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From Agents That Work, lesson 2. advizracademy.com
