Process Audit & Optimization Consulting
Not every business is ready to automate — some need to understand what's actually happening in their operations first. I sit with your team, map the real manual workflows and SOPs (not the ones on paper, the ones actually being followed), and hand you a prioritized breakdown of where automation would save the most time and money. For clients who move forward, this becomes the blueprint for the build. For clients who just want the clarity, it's a standalone deliverable.
What's included
- Stakeholder interviews and shadowing of current workflows
- A documented map of your actual operational processes
- A prioritized list of automation opportunities, ranked by ROI
- A realistic implementation roadmap with timeline and cost ranges
- A findings walkthrough call to talk through the recommendations
How it runs
- 01
Interview the people actually doing the work day to day
- 02
Document the real process, gaps, and workarounds in use
- 03
Rank opportunities by time saved versus effort to build
- 04
Deliver the roadmap and walk through it together
Ideal for
Established businesses that suspect they're losing time to manual work but don't yet have a clear picture of where, or what to fix first.
Pricing
Fixed-fee project or hourly
Scoped to the number of workflows and stakeholders involved. Often credited toward a follow-on automation project if you move forward with the build.
Tools
Other services
Booking new projects for October 2026