Map your systems, find the waste, get a plan.

Before you spend anything on automation or AI, you need to know exactly where the problems are and what they're costing you. The audit delivers that — in writing, with prioritized ROI estimates. Free for qualifying organizations.

Audit Timeline — 2 to 4 Weeks

Intake Call 60 min · Week 1 STEP 1 Discovery Sessions 2–4 sessions · Weeks 1–3 STEP 2 Report & Readout Written report · Week 3–4 STEP 3

You contribute 2–3 hours of your team's time. We do the rest.

Four dimensions. One comprehensive report.

Process Mapping

We document how work actually moves through your organization — not the org chart version, the real version. Through structured interviews with the people doing the work.

  • Workflow documentation & time-cost analysis
  • Bottleneck and dependency mapping
  • Error and exception frequency
  • Process ownership gaps identified

Software Stack Audit

Every tool your organization pays for — what it does, who uses it, what it costs, whether it could be integrated or replaced. Most organizations have never done a complete audit. The findings are almost always surprising.

  • Complete SaaS subscription inventory
  • Overlap and redundancy analysis
  • Unused license identification
  • API availability per tool

Integration Gap Analysis

We map every point where data transfers between systems — whether that transfer is automated or a person copying and pasting. Manual transfers are costed. Automated ones are assessed for reliability.

  • System-to-system data flow documentation
  • Manual transfer labor cost quantification
  • API integration feasibility per gap
  • Data normalization requirements

Prioritized Action Plan

The audit concludes with a written report that ranks every identified improvement by estimated ROI and implementation effort — in plain language, not technical jargon.

  • Ranked opportunities with ROI estimates
  • Quick wins vs. strategic build separation
  • Implementation complexity assessments
  • Implementation sequence guidance

Three written deliverables. Yours to keep.

The report is yours regardless of whether you engage us for implementation. Take it, implement the recommendations yourself — we consider that a success.

01
Process Map Document

A complete map of your operational workflows — how work actually moves, where it gets stuck, and what it's costing you to run manually.

02
SaaS Cost & Overlap Report

Every software tool you pay for, what it costs annually, what overlaps exist, and whether a better-integrated alternative is available.

03
Prioritized Action Plan

A ranked list of improvements with ROI estimates, effort complexity, and implementation sequencing — whether you act on it with us or independently.

Who the free audit is designed for

We take a limited number per quarter to ensure depth. Here's how to know if your organization is a fit.

✓ Good Fit

5–200 employees or equivalent
Using 3+ SaaS tools in daily operations
Identifiable manual process pain
Leadership is open to systems change
Small business, nonprofit, church, or school

✗ Not the Right Fit

Enterprise organizations (200+ employees)
Pre-launch / no operational data yet
Looking for general strategy advice only
No budget pathway for implementation

What we need from you

2–3 hours across 1–2 weeks for discovery sessions, access to department leads for interviews, and a list of your current software subscriptions. We do the rest.

Most organizations find $3k–$8k in recoverable cost within one audit.

3 hours of your time. 2–4 weeks. A written plan that's yours to keep. No pitch, no obligation.