I offer two levels of engagement: a quick initial review to surface obvious issues, or a structured deep-dive audit that maps workflows and delivers an implementation roadmap.
A short exploratory call to understand your current setup, surface obvious bottlenecks, and determine whether a deeper audit makes sense.
This is not a full audit and does not include documentation or deliverables.
A structured deep-dive into how your operations actually work.
This audit ensures the right problems are solved before any build or automation work starts.
Typically completed in 5–7 business days.
I meet with key stakeholders to understand operations, pain points, and tools currently in use. I ask questions, you explain what's not working.
I map your workflows in detail and review system configurations. If needed, I'll request access to review dashboards or documentation (read-only).
I produce a written audit report: current state, identified issues, automation opportunities, recommended solutions, and estimated costs. Delivered as PDF.
30-minute walkthrough of the findings and recommendations. You ask questions, I clarify next steps.
Start with the free initial review if you're not sure where the problems are. Move to the paid audit if you need detailed documentation and a clear roadmap before committing to build work.
That's fine. You keep the audit report and can use it however you want — hire someone else, tackle it internally, or shelve it.
Just come ready to talk about your processes honestly. The more transparent you are about what's broken, the better my recommendations will be.
Enough to be actionable. You'll get specific recommendations, not vague "you should automate more" platitudes. Typically 5–10 pages with diagrams.
If you want to move forward, I'll provide a formal proposal with scope, timeline, and cost. If not, we part ways professionally. No awkward follow-ups.