Before you build anything, you need to know what to build. The Workflow Audit maps your entire operation and hands you a prioritized automation roadmap — ranked by hours saved and dollar impact. No guessing. No wasted builds.
Process
Intake call
60-minute structured interview with the owner or ops lead. We map every recurring task, tool, and handoff your team touches each week.
Workflow mapping
We shadow your team's actual process — not what's documented, what actually happens. We identify where time leaks, where errors compound, and where the real bottlenecks sit.
Opportunity analysis
Every workflow gets scored: hours/week lost, automation feasibility, implementation complexity, and dollar impact. We rank them.
Roadmap delivery
You get a 20–30 page prioritized playbook: top 5–10 automation opportunities, estimated hours saved per week, implementation order, and a plain-English explanation of how each system works.
What you receive
A 20–30 page prioritized automation playbook, plus a debrief call.
Full workflow map of your current operations
5–10 automation opportunities ranked by ROI
Hours-saved estimate for each opportunity
Implementation complexity rating (days, not months)
Recommended build order for maximum early impact
Plain-English system spec for each top opportunity
Tool stack recommendations based on what you already use
One 30-minute debrief call to walk through findings
This is for you if
You have 10–50 employees and revenue coming in, but feel buried in manual work
You've bought AI tools or software that never fully solved the problem
You suspect there are big time leaks somewhere but aren't sure where to start
You want someone else to do the thinking before you spend money building anything
You've considered hiring an ops person but want to automate first
What happens after the audit
The audit stands alone — you can take the playbook anywhere. Most clients use it in one of three ways:
Take it in-house
Hand the roadmap to your team or a contractor and build it yourself. The playbook is written to be fully actionable without us.
Pick named workflows
Select 1–3 of our packaged workflows to build first. Fastest path to live automation at a predictable price. Browse services.
Full engagement
Most commonWe build the top systems, train your team, and stay on retainer to tune and expand. Audit cost is credited toward the engagement. See Fractional Ops.
Stop guessing which workflow to build first.
One week. One deliverable. A clear answer.
