One-time engagement
Who This Is For
Perfect for business owners and operations managers who:
- Spend hours on repetitive manual tasks each week
- Want to explore automation but don't know where to start
- Need to justify automation investment with data and ROI projections
- Are considering hiring but wonder if automation could solve the problem
- Have a tech stack but aren't sure if tools are being used effectively
What's Included
60-90 Minute Discovery Call
Deep dive into your current operations, tools, workflows, and pain points. We'll walk through a typical week in your business to identify repetitive tasks.
Tech Stack Documentation
Complete inventory of your current tools, how they're connected (or not), and where data flows are breaking down or causing manual work.
5-10 Automation Opportunities (Ranked by ROI)
Detailed analysis of specific automations you can implement, prioritized by time savings, cost impact, and ease of implementation.
Professional Written Report
Comprehensive PDF report including all findings, recommendations, estimated time/cost savings, and an implementation roadmap you can execute yourself or hand off to your team.
30-Minute Follow-Up Call
Review findings together, answer questions, discuss implementation options, and create your next-step action plan.
How It Works
Book Your Discovery Call
Schedule a 60-90 minute video call at a time that works for you. We'll send a brief questionnaire beforehand to make the most of our time together.
Discovery & Documentation
We'll walk through your operations together, documenting workflows, pain points, and repetitive tasks. This is a collaborative process - bring your team if helpful.
Analysis & Report Creation
Our team analyzes your workflows, researches tools and solutions, and creates a comprehensive report with prioritized recommendations. This typically takes 3-5 business days.
Review & Action Planning
We'll walk through the report together, answer questions, discuss implementation options, and help you decide which automations to tackle first.
Tools We Work With
We're platform-agnostic and work with whatever tools you currently use. Common tools we analyze and recommend include:
Example Results
🏗️ Construction Company (12 employees)
Identified opportunities to automate project status updates, client invoicing, and equipment maintenance tracking.
Estimated savings: 15 hours/week across the team
🏪 Retail Business (8 employees)
Found ways to automate inventory alerts, customer follow-ups, and social media posting for new products.
Estimated savings: 12 hours/week + improved customer engagement
💼 Consulting Firm (5 employees)
Recommended automations for client onboarding, proposal generation, and time tracking/invoicing.
Estimated savings: 10 hours/week + faster client onboarding
Frequently Asked Questions
Do I need to have specific software or a CRM?
Not at all! We work with whatever tools you currently use - even if it's just email and spreadsheets. Part of the audit includes recommending tools if needed, but we focus on automating your existing workflows first.
What if I'm not ready to implement automations yet?
That's perfectly fine! Many clients use the audit for strategic planning and implement gradually as resources allow. The report is yours to keep and execute on your timeline. Some clients implement themselves, others hire us or another team later.
Can you help us implement the recommended automations?
Absolutely! Most clients who want implementation choose our Starter or Growth monthly retainer depending on the complexity and number of automations. We'll provide pricing options during the follow-up call.
How technical does my team need to be?
Not technical at all! We explain everything in plain language and focus on business outcomes, not technical jargon. If you can use email and a web browser, you can benefit from this audit.
What happens after the audit?
You'll have a clear roadmap you can use however you'd like: implement yourself, hire your own team, or engage us for implementation. There's no pressure or obligation - the audit stands on its own as a valuable planning document.
Ready to Discover Your Automation Opportunities?
Most clients identify opportunities to save 10+ hours per week, paying back the audit cost in the first month.
Secure checkout via Stripe • Full refund if canceled 48hrs before call
Or view our monthly retainer services