October 28, 2026
What a 20-minute workflow audit actually looks for
We give the audit away, which makes people suspicious. Here is exactly what happens on the call and why the map is worth having even if you never hire us.
We offer a free 20-minute workflow audit, and the most common reaction is a polite version of “what is the catch”. Fair enough. Here is the whole thing written down.
We are looking for four shapes
Work that waits. Something arrives — a call, an email, a form, a document — and then sits. Not because it is hard, but because the person who handles it is doing something else. Waiting is where most small businesses lose money, and it is the easiest thing in the world to measure: how long between arrival and first response?
Work that gets retyped. Any time a human reads a number off one screen and types it into another, you are paying a person to be an API. Invoices into accounting, form answers into a CRM, job details into a scheduling tool. This is usually the cheapest thing to automate and the one people are most embarrassed to admit they do.
Work that never happens. The follow-up nobody sent. The review nobody asked for. The quote that went cold. These do not show up as problems because there is no error message when a thing simply does not get done — you just quietly convert less.
Work that only one person can do. If the answer to “what happens when she is on holiday” is a nervous laugh, that is a process worth writing down. Sometimes writing it down is the whole fix and no software is needed.
What we are deliberately not looking for
We are not looking for places to put a chatbot. We are not looking for headcount to remove — in a business of eight people that is rarely the goal, and pretending otherwise makes the conversation dishonest. And we are not looking to replace your stack. Migrations are their own project with their own risk, and they are almost never the first thing worth doing.
Why the map is worth having anyway
By the end of the call you have a list of your own bottlenecks ranked by what they cost. That is useful whether we build anything or not — plenty of items on a typical list are fixed by a rule change, a shared inbox, or a template, and we will say so when that is true. It costs us a little work and it costs you nothing, and we would rather be the people who told you the truth about which three of your eight ideas are worth paying for.
