What you run today
Every system, subscription, and spreadsheet in the business. What each one costs, what it is actually used for, and which ones overlap. This alone usually finds money.
Technical Audit
One week. $2,500. A straight answer.
Most owners know something is wrong -- the scheduling is a mess, the software costs too much, the same task keeps eating an hour a day -- but not which part to fix first. The audit answers that, in writing, before you spend real money.
Why this exists
The usual way this goes: you describe your problem for free across three phone calls, a vendor proposes the thing they happened to want to build, and you find out whether it was right after you have paid for it.
We would rather charge you a small, fixed amount to do the diagnosis properly, and give you something you can act on with or without us. If the honest conclusion is that you should buy an off-the-shelf product for $60 a month, that is what the document will say. We have written that conclusion before.
The audit is credited in full against implementation work if you go ahead within 60 days.
What we look at
Adjusted to your business, but this is the standing checklist.
Where the hours go
The tasks that repeat daily and weekly, who does them, and how long they take. We are looking for the ones a computer should have been doing all along.
Where money leaks
No-shows, unbilled work, manual payment chasing, duplicate subscriptions, and the gap between what you charge and what you collect.
Your data and records
Where customer and client records live, who can reach them, whether they are backed up, and whether the way they are stored would embarrass you in an audit of a different kind.
Whether AI helps here
An honest read on where automation or AI would genuinely pay for itself in your business, and where it is an expensive way to do something a form already does.
What breaks if you grow
The parts of your setup that work at your current size and stop working at double it, so you find out now rather than during your best month.
What you get
- A written assessment, plainly worded, that you keep permanently
- A prioritised list of problems with what each is costing you
- A sequenced roadmap: what to do first, next, and later
- Honest cost ranges for each recommendation, including doing nothing
- A 90-minute walkthrough where you can argue with the findings
- Everything delivered in your own private client portal
What it is not
- A sales document that concludes you should hire us
- A generic template with your business name pasted in
- A commitment to any further work
- A security penetration test or a formal compliance certification
- Something we can do well without access to how you actually work
The week
-
Kickoff Day 1
A working session, not a sales call
- 60 to 90 minutes with you, in person or by video
- We walk your actual workflow rather than a description of it
- Read-only access to the systems you are comfortable sharing
-
Analysis Days 2 to 4
The part you are actually paying for
- Systems, subscriptions, and costs reviewed in detail
- Follow-up questions by email as they come up, not saved for a meeting
- Options costed, including the option of changing nothing
-
Delivery Day 5
Findings in your hands, then a conversation about them
- Written assessment delivered to your portal before the call
- 90-minute walkthrough so you have read it first and can push back
- Recommendations you can hand to any vendor, not just us
$2,500, invoiced at booking. If we conclude in the first two days that there is no meaningful problem to solve, we say so and refund the balance.
Find out what is actually wrong
Start with a free 30-minute scoping call. If the audit is not the right next step for you, we will tell you that on the call rather than after the invoice.
Book a scoping call