audit
Free Business Process Audit
Find the time-wasters in your business — in 60 minutes, free.
What you get
- Free 60–90 minute working session (Zoom or in person)
- Workflow map — quote, sale, fulfilment, follow-up
- Top 2–3 automation opportunities ranked by leverage
- Written 1-page report with effort estimates and hours-saved-per-week
- No sales call. No spam.
How it works
- Schedule. Pick a 60–90 minute slot via the booking link.
- Working session. Walk through the workflow live. We take notes, ask questions, and identify leverage points in real time.
- Written report. Within 3 business days you get a 1-page PDF with the top opportunities and effort estimates.
- Optional next step. If you want to build any of it, the audit credits toward Custom Software discovery.
About this service
Most small and mid-sized businesses lose 5–15 hours a week to work that should not exist — manual data entry between systems that should be talking, repeated emails that should be templated, scheduling that should self-serve, reporting that should run itself. The owner usually knows where the pain is. They just have not had a focused conversation with someone who can scope what to do about it.
This free audit is that conversation. We sit with you (Zoom or in person), walk through how you actually run the business — quote → sale → fulfilment → follow-up — and identify the 2–3 highest-leverage automations. Output is a written 1-pager listing each opportunity, the rough engineering effort, and the expected hours-saved-per-week.
No sales deck. No obligation. If you want to engage us to build any of it, the audit credits toward a paid Discovery (see Custom Software & AI). If you want to take the report to your in-house team or a different vendor, that is fine too.
FAQ
Real answers to the questions every prospect asks before signing.
Is it really free?
Yes. No card, no contract, no obligation. We invest the time because most audits surface real opportunities, and a fraction of those turn into paid Custom Software engagements. The math works for us when we are useful even when you do not hire us.
How long does it take?
60–90 minutes for the working session, then 2–3 business days for the written report. No follow-up sales sequence — you reach back out if and when you want to build something.
What does the report look like?
A 1-page PDF: workflow summary, top 2–3 automation opportunities ranked by leverage, rough engineering effort (small / medium / large), expected hours saved per week, and what off-the-shelf tools could partially solve each before we build custom.
Will you tell me if off-the-shelf software is the right answer?
Yes. If Zapier + your existing CRM + a $39/mo SaaS solves it, we will say so. Custom builds only make sense when something specific to your business cannot be assembled from existing tools.
Does this work for service businesses, e-commerce, B2B?
All three. The audit focuses on workflow inefficiency, which exists in every business with employees and recurring operations.
How does this differ from the paid Custom Software discovery?
The free audit is broad-and-shallow — what to build, with rough estimates. The paid Discovery ($1,997) is narrow-and-deep — exact technical design, fixed-fee build estimate, deployment plan. Most clients use the free audit to decide whether a Discovery is worth doing.
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