Free workflow audit

Book a free audit call. See where AI saves you hours.

30 minutes. We map your workflows, find the labour-heavy parts, and give you a written list of the 3 highest-leverage automations for your business. You leave with the list — whether or not we end up working together.

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What the audit covers

30 minutes that pay for the rest of your year.

We map your workflows.

On the call, we walk through every recurring workflow in your business — sales follow-up, scheduling, intake, billing, reporting, the lot. Just talking, no slides. Most operators have never had someone do this with them.

We find the labour-heavy parts.

Inside every workflow there's a sub-step or two that's eating staff hours. The bit nobody enjoys. The bit that breaks when someone takes annual leave. We find those, score each one, and tell you what's worth automating and what isn't.

We tell you exactly what we'd build.

By the end of the call, you'll have a written list: the 3 highest-leverage workflows we'd automate first, what each one costs to build, and how many hours/week it'd give back. You take that list whether or not you work with us.

We're honest if it's not for you.

If your business is too early, or the leak is something AI can't fix, we'll say so. We don't take engagements that won't pay back. About 1 in 3 audit calls ends with us telling the operator 'don't build yet, here's what to fix first'.

Workflows we've automated

Real workflows. Real hours saved. Real numbers.

On the audit call we'll figure out which of these (or others) match your business — and what the math looks like for you specifically.

Quote follow-up workflow

Before

Was: 4 hrs/wk of office staff time chasing quotes. Most quotes died at the second touch.

After

Now: agent re-touches every quote at 48hr / 7d / 14d, branches by job size. Win rate up 22%, 0 hrs of staff time.

Inbound call workflow

Before

Was: 1 in 3 calls going to voicemail. Voicemails rarely returned. Roughly $1.2M of jobs/year lost to it.

After

Now: voice agent on after-hours line + missed-call SMS auto-reply. Missed-call rate dropped from 41% to 6%.

Clinical note-writing workflow

Before

Was: 14 hrs/wk per practitioner on note-writing. Founders doing the gnarly hours after dinner.

After

Now: note-writing agent drafts SOAP / SOP notes for review. Practitioners now spend ~3 hrs/wk on notes. 11 hrs/wk back, every week.

Vendor-update workflow (real estate)

Before

Was: vendors only heard from agents when they chased. Listings churned at month 2.

After

Now: weekly vendor-update agent sends market context + listing performance, no agent time. Listings up 38%.

Sub-contractor coordination workflow

Before

Was: PMs losing half a day a week chasing trades for confirmations and variations.

After

Now: sub-coordinator agent handles reminders + chasing + escalation. 4 PMs got 8 days/month back collectively.

CX ticket workflow (DTC)

Before

Was: 18hr median response, customers disputing on PayPal before getting a reply.

After

Now: CX agent resolves 70%+ of tickets in <5min, escalates rest with full context. Repeat purchase rate up 11pts.

Ready

Book the audit. Get the list.

No pitch. No deck. 30 minutes, then you walk with the 3 highest-leverage workflows we'd automate in your business and what each costs to build.

Pick a time →