Know what to automate before you spend on it.
One working session on one workflow, mapped end to end. You get a written, priced plan for what to build first.
Starts at$300 credited toward your setup fee
What the audit covers
Workflow walkthrough
How one workflow moves through your business today, front to back.
Tools already in use
Which systems are involved and how they connect, or don’t.
The real constraint
Where leads slip, time is lost, or a customer could be worth more.
Automation vs. a simpler fix
We rule out automation where a simpler change would do the job.
Cost and savings estimate
What the problem costs today, and what fixing it could save.
A written, priced plan
What to automate first and a price for it, sent after the session.
Three steps
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Map
You walk us through the workflow in your own words: how a lead comes in, who handles it, where it ends up.
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Find the constraint
We name the real bottleneck and tie it to one outcome: more customers, more per customer, or lower cost.
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Get the plan
A written plan with what to automate first, what it costs you today, and a scoped price. It’s yours either way.
What you’re buying
- Scope
- One audit covers one workflow, chosen with you before the session. Additional workflows are quoted separately, so the scope stays fixed and the plan stays specific.
- Price and payment
- Begins at $300, scoped to your operation and confirmed in writing before you pay. Payment is due before the session, and the session is scheduled once it clears.
- Rescheduling
- You can reschedule once at no charge with at least 24 hours’ notice. Later changes or a missed session are rebooked at our discretion and may be treated as delivered.
- What “delivered” means
- The audit is delivered when the working session has taken place and the written plan has been sent, normally within 3 business days of the session. The fee is not refundable once the audit is delivered.
- The plan is yours
- The written plan is yours to keep and to act on, including with another provider or in-house. There is no obligation to build anything with us.
- Credit policy
- The audit fee is credited in full toward the setup fee of an implementation project approved within 90 days. It does not apply to monthly fees or retainers, unrelated website work, or third-party costs.
Start with an audit.
Tell us about the workflow. We confirm scope and price, send a payment link, and schedule the session.
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