Standard · Software Automation
Automation Audit Report
Audit of current workflows with recommendations
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An automation audit is the discovery work that comes before any build. I look at the actual workflows your business runs, find the seams where human time is being burned on machine-suitable work, and write a recommendation you can act on with or without me.
Typically used for
- Solo founders trying to figure out what to delegate vs automate
- Small teams hitting a hiring decision they would rather avoid
- Operations leaders inheriting a tangle of Zapier, spreadsheets, and email rules
- Pre-rollout sanity check on a workflow tool purchase
- Investor or board prep where you need to demonstrate operational discipline
What you get
A written report listing each workflow audited, what it currently costs in time, what automating it would save, the tool I would use, and the order I would attack them in. Estimates included. You can hand it to anyone.
WHY THIS PRICE
What you're actually paying for
An audit is a structured review of how work currently flows. Where humans are doing what computers should. Where systems are duplicating effort. Where the friction is, measured in hours per week.
What's in the work
- Workflow inventory across your business
- Time-cost analysis per workflow
- Tool inventory and capability gap analysis
- Recommended automations in priority order
- Estimated savings and effort per automation
- Written report you can act on with or without me
The value it adds
An audit prevents you from buying tools you don't need and automating workflows that don't matter. It surfaces the 20% of work that's eating 80% of human time, and gives you a roadmap with actual numbers behind it.
Deliverable
Written audit report plus 30 min review call
Requires appointment
No
Ongoing
One-time
Credits accepted
Yes
Ready when you are
Want this on your quote?
Add it to a quote in one click and pair it with anything else you need from the catalog.
RETAINER OPTIONS
Want this on a recurring basis?
These are the ongoing versions or natural complements. Pair them with the one-time work for sustained support, lower cost-per-hour, and the consistency that compounds.
SIMILAR SERVICES
If this fits, these usually fit too
Hand-picked, not algorithmic. Each one tends to pair with automation audit report in real projects.
Workflow Automation Build
Per-workflow Zapier, n8n, or Make build
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AI Integration Per Workflow
Claude or OpenAI integration per workflow
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Internal Tools Build
Per-project internal tool build
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Custom Script or Tool
Per-tool custom script
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CRM Setup or Migration
HubSpot or similar CRM setup with initial training
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