Automation Audit
Find the three highest-leverage automation opportunities in your agency.
Pricing available on discovery call.
The problem
Most agencies know they should be automating more. The problem is not motivation — it is prioritization. There are 10 things that could be automated, no clear starting point, and no one with the operational context to scope the ROI. The result: nothing ships. An automation audit gives you a prioritized list of the three highest-leverage opportunities, scoped and estimated, so the decision of what to build first is no longer ambiguous.
What's included
- —Async intake questionnaire covering your current stack, team size, and manual workflows
- —90-minute live operations audit via video call
- —Written report identifying 3 automation opportunities, ranked by ROI
- —Each opportunity includes: problem description, recommended tooling, build estimate, and projected time or revenue impact
- —Priority ranking with rationale
- —Delivered within 5 business days of the audit call
The process
Days 1–2
Async intake
You complete a structured intake questionnaire covering your tech stack, team workflows, manual processes, and the tasks that consume the most time. No call needed at this stage.
Day 3
90-minute audit call
We walk through your operations live. The goal is to identify friction, spot automation gaps, and pressure-test the opportunities that surfaced in the intake.
Days 4–5
Written report delivery
The full written report is delivered: three opportunities, each with problem framing, tooling recommendation, implementation estimate, and projected impact. Ranked by expected ROI.
Questions
Ready to start?
The discovery call is free. If the problem is a fit, you receive a fixed-scope proposal with timeline, deliverables, and price before any work starts.