Scope the work
What an automation audit actually gets you
A breakdown of the $500 Automation Audit: the process map, opportunity list, first-workflow recommendation, and fixed-price proposal you keep.Most automation projects start in the wrong place. Someone picks a tool, builds something, and only later finds that nobody ever mapped the process underneath.
The Automation Audit exists to prevent that.
It is a $500 structured discovery that produces a written record of how your business actually works today, and where automation would pay off first.
What you keep
What you walk away with
The audit is a set of deliverables, ordered so you can act on them the same week.Current-process map
Where a task starts, who touches it, what tool it passes through, and where it stalls.
Pain-point list
The copy-paste steps, the manual re-entry, and the follow-ups that depend on someone remembering.
Ranked opportunity list
Automation opportunities ordered so you can see the cheap wins against the larger projects.
Recommended first workflow
The one workflow we would build first, because it saves real hours and carries low build risk.
Tool recommendations
We match the tools to that workflow: a workflow automation platform, a direct integration, an AI model for a language step, or a spreadsheet-to-email report.
Estimate and proposal
A rough estimate, and a fixed-price proposal when a build makes sense.
That record is useful on its own. A business owner who takes the process map to a different developer, or shelves it for a quarter, still has a clearer picture of their operation than they started with.
Cost
Why we credit the $500 toward the build
The fee covers the analysis, and it disappears the moment you decide to build.The $500 covers the analysis work: the working call, the process mapping, and the written deliverables above. We credit it in full toward your first build. If you proceed to a fixed-scope automation, which for most first builds lands between $4,000 and $7,000 scoped from the audit, the $500 comes off that price. You pay nothing net for the audit.
That removes the common objection, some version of "why pay twice, once for the analysis and again for the build." The fee filters for people who are serious about acting on the findings, and it disappears the moment they do. For a larger engagement, a Business Systems Blueprint runs from $5,000 and goes deeper into requirements and roadmap, though many businesses do not need that yet. The audit tells you which category you are in.
Who it fits
Who the audit is for
The audit fits a business that knows automation could help but cannot say where to start: repetitive work running through spreadsheets, email, forms, and a CRM, and the sense that hours are leaking somewhere without a clear read on where.
The honest limit
When the answer is "keep it manual"
Sometimes the honest conclusion is that a step should stay manual, and the audit says so rather than manufacturing a project.Frequent, rules-based work
A process you run every week where the manual steps are copy-paste, re-entry, and follow-ups that depend on memory.
Rare or high-risk steps
A task that runs three times a month, or one where a human judgment call carries real risk if it goes wrong, often costs more to automate and maintain than it saves.
A recommendation not to build is still a deliverable, because it stops you from spending on a workflow that would have needed constant babysitting.
Book the audit