What happens in the audit
1
Workflow Mapping
We map your current workflows: how leads come in, how clients get onboarded, how work gets delivered, and how reporting happens. We find the gaps.
2
Time Drain Analysis
We identify where your team is spending time on work that should be automated. Hours per week, cost per month, impact on capacity.
3
ROI-Ranked Opportunities
We rank your automation opportunities by expected ROI. You'll know exactly what to build first -- and what the expected impact is.
4
Implementation Roadmap
You walk away with a specific, sequenced plan. Tools, integrations, timeline, and budget ranges. Usable whether you work with us or not.
Frequently Asked Questions
Is this actually free? What's the catch?+
Yes, it's free. The audit is how we start every engagement -- it lets us understand your business and you understand our approach. If we're a fit, we'll tell you. If not, you still keep the roadmap.
What do I need to prepare?+
Nothing specific. Just be ready to talk through how your business currently operates: how leads come in, how you onboard clients, what tools you use, and where you feel the most friction.
How long does it take?+
60 minutes. Sometimes a bit longer if the operation is complex. We'll cover everything in one session.
What happens after the audit?+
Within 5 business days, you'll receive a written implementation roadmap. If you want us to build it, we'll scope a project. If not, no pressure -- the roadmap is yours to keep and use with anyone.
How much does implementation cost?+
Most projects range from $3,000-$15,000 depending on complexity. Retainers start at $1,500/month. We always scope before quoting, so you know exactly what you're getting. See our
full pricing guide.