Do we have to build with you afterward?

No. The report and roadmap are yours regardless, and they're written to be actionable with any competent implementer. Many clients do continue with us — and audit fees are credited toward the build when they do.

What do you need from us?

Access to the people who do the work, a look at your key spreadsheets and tools, and honesty about what actually happens versus what's supposed to happen.

Is our information confidential?

Yes. Everything shared during an audit is treated as confidential, access is limited to the engagement team, and we're happy to sign your NDA.

Flagship engagement

The AI & Automation Audit

We review your workflows, SOPs, spreadsheets, lead handling, admin processes, reporting, and follow-up systems — then show you exactly where AI, dashboards, automations, internal tools, or better spreadsheets will save time, reduce errors, and improve visibility.

Request an audit See packages & pricing

IN PRACTICEThe AI & Automation Audit

The diagnostic model

Clarity → system design → execution → ongoing optimization

You don't simply buy automation from us. You get a diagnosis first — the same discipline a good physician or engineer would insist on.

How an audit finding becomes a working system

TriggerCurrent state
LogicBottleneck
LogicRoot cause
AIAutomation candidate
LogicROI priority
HumanSystem design
ActionBuild
ReportMonitoring

Methodology

Fourteen steps, nothing skipped

01
Discovery
Structured sessions with owners, managers, and frontline staff.
02
Process inventory
Every recurring workflow catalogued — official and unofficial.
03
Systems inventory
Tools, spreadsheets, logins, and the bridges between them.
04
Workflow mapping
End-to-end maps: triggers, handoffs, and tools touched.
05
Data-flow review
Where data is entered, re-entered, and lost.
06
Bottleneck identification
Delays, dropped follow-ups, and manual chokepoints isolated.
07
Automation opportunity mapping
Candidates matched to our automation taxonomy.
08
AI suitability assessment
Honest analysis of where AI helps — and where it doesn't.
09
Integration review
Which systems should connect, and how.
10
Risk & dependency review
What could break, what depends on what.
11
Opportunity prioritization
Impact × difficulty ranking of everything found.
12
Architecture recommendations
System designs for the top opportunities.
13
Implementation roadmap
Phased plan with owners, scope, and budget ranges.
14
Measurement plan
How we'll know each change actually worked.

What we examine

Seven audit sections

Lead intake
Where leads come from, how fast you respond, where they're stored, and how many fall through the cracks.
Customer & client workflow
What happens after someone becomes a customer — onboarding, tasks, reminders, and status updates.
Scheduling & dispatch
How appointments and jobs are assigned, whether conflicts are common, and who can see what.
SOPs & repetitive admin
The daily and weekly tasks, the copy-paste work, and everything that depends on one person remembering.
Reporting & dashboards
The numbers you track, the numbers you should track, and how manual the reporting is.
Spreadsheets & data
Formula health, duplicate versions, manual double-entry, and validation — our specialty.
Website & lead capture
Whether the website captures leads, routes them anywhere, and connects to operations at all.

The deliverable

Your Operations Intelligence Report

A visual, simple, prioritized report — not a hundred pages of jargon.

Lead follow-up is manual

High

High impact · Low difficulty · Recommended: CRM + reminders

Job tracking is scattered

High

High impact · Medium difficulty · Recommended: Operations dashboard

Reports are assembled by hand

Medium

Medium impact · Medium difficulty · Recommended: KPI reporting system

Current workflow summary
Top bottlenecks
Automation opportunities
Dashboard opportunities
Spreadsheet & data issues
Website & lead-capture issues
Recommended build roadmap
Estimated time savings
Priority ranking
Implementation packages

Each opportunity is ranked by priority, impact, and difficulty, with a recommended tool — for example: "Lead follow-up is manual — High impact, Low difficulty — CRM + reminders."

Engagement options

Three ways to start

First conversations
Free mini audit
Free
A 20–30 minute workflow review. We identify three obvious bottlenecks and give you one or two improvement ideas — useful whether or not we ever work together.
Businesses ready to invest well
Diagnostic audit
$150–$1,500
The full structured audit: workflow map, bottleneck report, automation roadmap, tool recommendations, and an implementation quote. Priced by business size and scope.
Teams planning a build
Audit credited toward build
Credited
Our most popular structure: pay for the diagnostic audit, and if you proceed with a build, the audit fee is credited toward the project.

Frequently asked questions

A focused diagnostic typically runs one to three weeks depending on how many workflows and systems we map. The free mini audit is a single 20–30 minute session.

Find out where your business is leaking time

Request the free mini audit — twenty minutes, three bottlenecks, zero obligation.

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