Free Workflow Audit
Find the handoffs costing you leads, time and cash.
In a focused 60-minute workshop, we map one customer-facing workflow, establish the baseline, find the leakage and design a practical future state. You leave with a 30-day plan and a fixed quote, not a generic AI roadmap.
The problem
A useful audit starts with the work, not the software.
01New enquiries wait too long for a reply or disappear between inboxes.
02Staff retype the same customer details across forms, spreadsheets and CRMs.
03Quotes, approvals, deposits and follow-ups rely on someone remembering the next step.
04The owner cannot see where a lead or job is stuck without asking the team.
How it works
What the audit includes
60-minute workshop
We walk the workflow with the people closest to it, including the happy path, delays, exceptions and ownership gaps.
Current and future maps
You receive a plain-English current-state map and a recommended future-state map showing what stays human and what changes.
30-day plan and fixed quote
We document baselines, leakage, integrations, risks and the first 30 days of work, then price the recommended build as a fixed scope.
Included
What we deliver
60-minute workflow workshop
Current-state and future-state maps
Baseline, leakage and exception analysis
Integration, data and delivery risk review
Synthetic demonstration using approved sample data
Prioritised 30-day implementation plan
Fixed quote for the recommended build
Best fit
Built for real service workflows
Multi-location gyms and clinics improving enquiry-to-booking
Commercial trades improving quote-to-cash
Operators with enough volume to measure a baseline and improvement
Synthetic demonstration — not a client result
A missed-enquiry audit
Using de-identified or synthetic sample data, a demo can show how a lead is assigned, acknowledged, qualified and escalated without exposing live customer records or presenting the demonstration as a production result.
Start with the workflow.
We will show you where the process leaks and what is worth fixing first.
Apply for a Free Workflow Audit