Operational Audit

About ten minutes.

Ten minutes. Three opportunities.

Real examples beat vague generalisations. "we spend four hours every Tuesday matching supplier invoices" is worth ten times more than "reconciliation is a pain."

Within two business days of hitting submit, we come back with a short report: the top three automation opportunities we see for your business, rough time-savings for each, and which one we'd start with as a pilot.

Step 1 · About you

Let's start with the basics.

Step 2 · What you do + what hurts

Tell us about the business.

Gut answer. Not the strategic one. The one that would take the biggest weight off tomorrow.

Not what you sell. What's stopping you selling more of it.

Step 3 · Where the time goes

Walk us through a typical week.

Just brain-dump. Emails, meetings, admin, chasing clients, reconciling invoices, hunting for files. Whatever eats the hours. Real examples beat generalities.

Step 4 · Your stack

What are you running on?

One per line. E.g. Xplan, PropertyMe, Halaxy, Loom, custom internal apps, whatever else you rely on.

Step 5 · What matters most

What matters most.

Rough estimate is fine. 5 hours, 40 hours, whatever feels true. Helps us quantify how much time we can give you back.

One per line is fine.

No wrong answer. What would you want to be spending time on? Deeper client work, strategy, coaching your team, being home earlier, growing the business. This tells us what "good" looks like for you, not just what "less bad" looks like.

Partner, board, IT, ops lead. Just so we know before quoting.

Status · Received

Thanks so much.

We've received your Operational Audit. We'll respond within two business days.

What you'll get back

  1. 01The top three automation opportunities we see for your business
  2. 02Rough time-savings estimates for each
  3. 03Which one we'd start with as a pilot