Automation Audit

Automation Audit

Investment: $2,000–$5,000 · Timeline: 1–2 weeks · Deliverable: Prioritized automation roadmap with ROI projections


What this is

A deep-dive into how your business actually runs day-to-day. We map every process, identify every software subscription, and quantify how much time and money is going to manual work that doesn't need to be manual.

You get a concrete report showing exactly where you're losing money — and exactly what to do about it.

What we look at

  • Labor audit: Where are your people spending their hours? What's repetitive, what's strategic? We find the tasks consuming 30–50% of staff time that AI can handle.
  • SaaS audit: The average small business uses 44–112 software tools and wastes $135,000/year on unused licenses. We map every subscription, what it actually does, and which ones overlap or can be replaced.
  • Process mapping: We document your core workflows end-to-end — from lead intake to invoicing — and flag every manual handoff, data re-entry, and bottleneck.
  • Automation scoring: Each opportunity gets scored on effort to implement vs. monthly savings, so you know exactly what to tackle first.

What you get

A prioritized roadmap, not a vague strategy deck. Each recommendation includes:

  • The specific process to automate
  • The estimated monthly savings (in dollars and hours)
  • The tools or custom build required
  • Implementation timeline and complexity
  • Expected payback period

Most clients discover $3,000–$8,000/month in savings opportunities they didn't know existed. The audit pays for itself before we build anything.

Ready to see what you're actually spending?
The audit typically pays for itself with the first recommendation implemented.
Book your audit →