How far should I automate a client's business, and where should I start?

You can go as deep as the client wants. For example, a roofing client could have a form the inspector submits after a roof inspection, with photo uploads, and the photos passed to the AI to interpret. It is all possible.

We recommend starting with quick, easy wins you can deliver. For a roofing client, start with two workflows: a database reactivation workflow that tries to book appointments, and a booking workflow that notifies the owner when someone books. Then you can tell the owner a clear result, such as twenty roof inspection appointments booked this month. You are not trying to rebuild their whole business. Build the deeper system afterward if they want it.

What you advertise on your website should be what you deliver, such as more service appointments.