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.