What happens in a free automation audit?

Because the hardest part of automation isn't building it. It's picking the right thing to build.

Most business owners know they're losing time somewhere. Fewer know exactly where, or which bit would be worth automating first. Guessing wrong is expensive. You end up with a clever tool for a problem you barely had.

So we start with a conversation. It's useful for you even if you never work with us, and it's how we make sure we only quote for things we're confident will help.

Honestly, nothing. You pick a time that suits you and turn up.

If you want to get more out of the 30 minutes, it helps to jot down a few things beforehand.

• The tasks your team repeats every day or week.
• Which tools you use: email, spreadsheets, CRM, accounting software, shop, WhatsApp.
• Anything that regularly falls through the cracks, like slow replies to leads or invoices typed twice.

You talk to the people who build the automations, not a sales script. I'm usually on the call, and often Henil too, who'd be the one building it.

1. A few minutes on your business: what you sell, who your customers are and how big the team is.
2. We follow the work. Where do leads come in? How are orders and invoices handled? What do customers ask? How do you see your numbers?
3. We point out where time is going and which tasks follow the same steps every time.
4. Together we pick the one task worth automating first.
5. We tell you roughly how we'd build it, using the tools you already have.

We'll also tell you when something isn't worth automating. That happens, and it's useful to hear.

That kind of shift is common. The task people walk in with isn't always the one that's costing them the most.

The task you walk in with isn't always the one that's costing you the most.

Two things, in writing.

• A short summary of what we found and what we'd automate first, and why.
• A fixed quote for building that first automation. A fixed price for a defined piece of work, not an hourly meter.

It's short on purpose. You should be able to read it in a few minutes and share it with a business partner without a meeting to explain it.

What you do with it is up to you. Some people go ahead straight away, some come back months later, and some take the summary and build it themselves. All of those are fine.

The audit is free. There's no obligation to go ahead, and no follow-up sequence of pushy emails if you don't.

The catch, if you want to call it that, is that we'd like to build the automation for you. But we'd only want to if it's clearly worth it for you. A project that doesn't pay off for the client isn't a good project for us either.

Any business where people spend real time on repeated tasks: replying to leads, typing up invoices or orders, answering the same customer questions, building reports, or copying data between tools.

Size and industry matter less than you'd think. If your team does the same thing over and over, there's usually something worth looking at.

If that sounds like you, pick a time for a free 30-minute audit. Bring your messiest process. That's usually where the best first automation is hiding.