Three weeks. $10,000.
We come back with the workflows worth automating first.
Most consulting front doors are free strategy calls that lead nowhere. The Workflow Audit is the opposite. It's a paid commitment that buys you three weeks of forward-deployed engineers sitting with your team, mapping the manual workflows eating the most hours, and handing back a ranked list of what to automate first, with cost, time, and hours-back estimates for each.
Fixed Fee
$10,000
All-in. No hourly billing, no scope creep, no surprise invoices.
Duration
3 weeks
Three calendar weeks from kickoff to written deliverable.
Credit Back
$1,667/mo
Off your first 6 months on a retainer. $10K total credit, applied monthly.
Readout
30-min call
Live walkthrough with Q&A. Written report lands in your inbox.
Why a paid audit
A free call gets you a pitch. The Workflow Audit gets you a plan.
The Workflow Audit isn't a sales call dressed up. You see exactly how the retainer would feel on your team, with your people, against your work, before you commit to anything.
McKinsey's 2024 State of AI survey found that organizations capturing measurable EBIT impact from generative AI are 3.4× more likely to have rewritten internal workflows around the capability — not just bolted AI onto existing processes (McKinsey & Company, “The state of AI in early 2024”). The Workflow Audit's purpose is to identify which workflows are worth automating before you spend on the retainer.
“The hardest part of an AI engagement isn't the model harness. It's identifying the manual workflow where automation changes the unit economics. Three weeks with the team beats six months of solo discovery every time.”
What you get
- Ranked list of manual workflows costing you the most hours, with cost and time estimates to automate each
- Hours-back estimate per workflow so you can plan against budget and headcount relief
- Map of where AI fits inside your existing tools: what to automate, what to leave alone
- Working preview of the workflow-intake channel set up for your team to keep submitting ideas
- Recommendation on which scale of execution fits — Targeted Automation, Connected Pipelines, or Custom Infrastructure
- 30-minute readout call with the leaders, plus a written deliverable you keep
Credit-back mechanic
$1,667/month off your first 6 months
Stack it with a 3-month commit to compound the savings.
- $10,000 total credit, applied as $1,667/month over your first 6 months
- Works on any build tier: Targeted Automation, Connected Pipelines, or Custom Infrastructure
- If you don't retain us, you keep the deliverable
What's included
Six deliverables. One written report.
Every Workflow Audit hands back the same artifacts. The ranked workflows differ by business; the structure doesn't. Your leaders, your team, and your finance person all read from the same document.
Deliverable 01
Deliverable 02
Deliverable 03
Deliverable 04
Deliverable 05
Deliverable 06
3-week timeline
Map. Score. Deliver.
The clock starts at kickoff and the workflow-intake channel goes live in week one. Three weeks later you have a ranked workflow backlog with cost, time, and hours-back estimates, and a 30-minute readout call with stakeholder Q&A.
Week 1
Map your workflows
- Kickoff with the leaders and the people doing the work
- Set up the workflow-intake channel (Slack, Google Form, or whatever your team already uses)
- Sit in on real work (meetings, support tickets, sales calls, invoice processing) to see where the hours go
Week 2
Score the candidates
- Run the intake channel for one full cycle, open to anyone in the company
- Interview 4-6 people across functions to surface the workflows nobody complains about but everyone is doing
- Score each candidate workflow by hours back, headache reduced, and how feasible it is to automate
Week 3
Deliver the plan
- Finalize the ranked workflow backlog with cost, time, and hours-back estimates per item
- Recommend a scale of execution (Targeted Automation, Connected Pipelines, Custom Infrastructure) sized to your backlog
- Live 30-minute readout with stakeholder Q&A and a written report you keep
Fit check
Who it's for, and what we need from you.
The Workflow Audit is for businesses with a real team doing real work who suspect there's time being wasted but aren't sure which workflow to fix first.
Who it's for
- Businesses with 10-500 employees and a team doing real work every day
- Owners, ops leaders, or department heads who know their team is wasting hours on manual work but aren't sure which workflow to fix first
- Companies willing to give us three weeks of access to the people doing the work
What you need to bring
- Access to the people doing the work. We'll talk to 4 to 6 of them
- Permission to set up a workflow-intake channel (Slack, form, kiosk) for a couple of weeks
- 30 minutes from a leader to kick off and 30 minutes at the end for the readout
FAQ
Audit questions, answered.
Leaders, finance, and the team all read the same plain-English answers before anyone signs anything.
Get started
Book the Workflow Audit. See which workflows are worth automating first.
You walk out knowing exactly which workflows your team would automate first.