A walk-through of how work really happens.
A two-hour video session with you and your team, covering quoting, bookings, invoicing, follow-ups and reporting, including the spreadsheets, copy-paste and workarounds nobody writes down.
Automate · Stage 03
Finding what is worth automating before you spend a dollar building it.
An automation audit is a short, structured review of how work actually moves through a business — which steps are manual, how long each takes, and which are worth automating. It produces a prioritised plan, not a build. Most businesses save more by automating three things properly than ten things badly.
Different from the free review before a proposal, this is a deep, paid process audit.
The most expensive automation mistake is building the wrong thing well. A workflow that saves four minutes a week isn’t worth three weeks of setup, and it’s genuinely hard to tell which is which from the inside — the process you find most annoying often isn’t the one costing the most time.
We map how a job moves from enquiry to invoice, including the bits nobody documents: the spreadsheet someone keeps, the details re-typed into two systems, the follow-up that depends on someone remembering. Then we put a rough time cost against each, and rank them.
A written report, video walkthrough and review call, with a plan you could hand to any developer — not just us. If you decide to build it elsewhere, or in-house, the audit still stands on its own. That’s deliberate.
A business that knows admin is eating its week but can’t pinpoint where, or one that’s been quoted for an automation build and wants to know if it’s the right one.
A two-hour video session with you and your team, covering quoting, bookings, invoicing, follow-ups and reporting, including the spreadsheets, copy-paste and workarounds nobody writes down.
Each process drawn step by step, showing the tools, the handoffs and where things fall through.
For each task: how often it runs, minutes per run and your hourly cost, giving hours and dollars a month. No invented percentages.
What you pay for, where tools overlap, and licences nobody uses.
Where customer, staff or health information moves, what shouldn't go into AI tools, and who has access to what.
Every opportunity scored on hours saved, cost, risk and effort, split into quick wins and bigger projects, plus a list of what isn't worth automating yet.
n8n, Zapier or Make, compared at your actual volumes, with the monthly cost of each.
A written report, a recorded video walkthrough and a 45-minute review call.
We record today's numbers, so any build can be measured again 30 days after launch.
The audit fee is credited toward your first build.
You own: the process maps, report and recommendations, whether or not you build with us.
Your tools, team and biggest time-wasters.
Two hours with you and your team.
Short follow-ups with staff and a look at real examples.
Scoring, costs and the platform comparison.
We start with the top quick win.
Most audits take about two weeks.
No. The audit is a standalone deliverable you own. Plenty of clients take it in-house or elsewhere.
Usually about two weeks: a conversation, a look at your current tools, then a written report, video walkthrough and review call.
Then we'll tell you that. It happens — sometimes the real problem is a process that needs simplifying, not automating.