Who touches the process?
We identify owners, handoffs, approvals, and the places where someone must remember what happens next.
Free automations audit
Find the process worth fixing before you buy more software.
We map one repetitive workflow, quantify the time it consumes, and return with a short findings deck showing the clearest opportunities and important limits.
30–45 minute discoveryFocused on how one process works today.
Personalized findingsYour numbers and tools—not a generic checklist.
Fixed quote only after inspectionWe scope inside the actual tools before committing.
What we learn
The audit follows the work from start to finish
The useful answer is rarely “add AI.” We need to understand the process, volume, effort, and failure points first.
Where does the work live?
We map the CRM, inboxes, sheets, project tools, files, forms, and other systems involved.
What does repetition cost?
We quantify frequency, minutes per task, rework, waiting, and the cost of the person's time.
The audit path
Two conversations, then a decision
The findings come on a second conversation because they are built from what we learn about your business—not prepared in advance.
STEP 01Discovery30–45 minutes on the workflow
STEP 02AnalysisWe map the process and quantify the drag
STEP 03FindingsWe present impact, effort, and priorities
STEP 04Tool inspectionOnly if a build is worth exploring
STEP 05Fixed scopeA real quote based on the real system
What it is
A clear business case for the right workflow
- A structured look at one repetitive process
- A quantified estimate using numbers you provide
- Prioritized opportunities with tradeoffs and limits
- A practical next step, even when the answer is “not yet”
Not
Free implementation or a generic software pitch
The audit earns the meeting. It is not unpaid build work, and it does not promise that every task should or can be automated.
Start here
Two minutes now, or thirty with us
The scorecard tells you whether the audit is worth your time before you book it: roughly how many hours a week go to admin, how ready you are to automate, and the one workflow worth fixing first. If it says you’re ready, we’ll offer the audit.