For most companies the audit is free: we do it together on the 45-minute call, with your real numbers, and you leave with your number-one priority. If your operation is large, there is the in-depth audit: a week of analysis and a written map, credited if you go ahead with the implementation.
The difference isn't quality: it's how much operation there is to look at.
Guided audit · free
We do it on the call itself. We arrive with a plan built from your industry and what you tell us: what to ask, what data to look at and in what order. You show us on screen how your team works; we measure.
In-depth audit · paid
For large operations —more than 20 people, several areas or several locations— where one call isn't enough to see everything that happens.
Most automation quotes start by guessing what you need. This one starts the other way round: by looking at how your team works today and putting a number on it. On the call or during the week of analysis, we look at the same things.
Chat, social, forms, phone, email. Who picks them up, how long it takes, and what happens when that person is away.
Every place a piece of data moves from one screen to another. Usually the biggest and least visible block of time.
Follow-ups, reminders, renewals, monthly reports. Everything that works on a calm week and collapses on a busy one.
Tools bought for a reason that no longer applies, subscriptions nobody opens, features already included in what you have.
After the guided audit, within 24 business hours, you receive:
The in-depth audit also includes the full map: your process diagram as it runs today, the opportunity table with hours and estimated cost, and what we would not automate and why.
Opportunity map · example
| Process | Today | Automatable |
|---|---|---|
| Answering enquiries | 12 h/mo | Yes · High |
| Copying prospect data | 5 h/mo | Yes · High |
| Follow-up | 8 h/mo | Yes · High |
| Reporting | 3 h/mo | Yes · Medium |
| Invoicing | 2 h/mo | Partial · Low |
Illustrative figures from an example we built, not from a client. Yours come out of the call and may be higher or lower.
Large operation? The in-depth audit adds a week of read-only observation and delivers the written map, plus a 30-minute call to walk through it.
The guided audit is: it's the 45-minute call and we ask nothing of you beforehand. The in-depth audit is paid because it's a week of work with a written deliverable, and it's fully credited if you implement with us within 30 days.
Almost always the guided one. The in-depth audit makes sense with more than 20 people, several areas or several locations, when one call isn't enough to see the operation. If that's your case, we'll tell you on the call.
You leave with a number and a priority even if you don't hire us. And if automation doesn't pay off, we say so: some businesses are too small for automation to pay for itself, and hearing that clearly is worth more than a project that returns nothing.
It depends on the size of the operation, how many processes we map and which tools we need to review. Before we start you get the scope, the deliverable and the fixed price in writing.
No. The summary and the map are yours, written so another vendor or your own team can execute them.
Almost never. We work with what you already pay for. When we do suggest a change, we say what it costs and what it replaces.
On the guided audit, nobody: you share your screen and we ask for no access. On the in-depth audit, read-only access, only to what is needed, revoked the day we deliver the report. Details in security.
Book the call and we'll prepare your guided audit. If your operation is large, ask us about the in-depth one.
Guided audit free · in-depth with a fixed quote
