Workflow Audit
A structured review of your operations that identifies where time is being lost to manual work. Walk away with a ranked list of automation opportunities.
What you get
Process review
Detailed walkthrough of your current workflows and tools
Written report
Ranked automation opportunities scored by impact and complexity
Opportunity Snapshot
One-page summary of top 3 candidates with time savings estimates
Follow-up session
Review findings together and discuss recommended next steps
How it works
Book a session
We schedule a 2 to 4 hour session, on-site in the Hunter or remote via video call.
Walk through operations
We review your tools, processes, and pain points together. No prep needed from you.
Receive your report
A written audit with ranked opportunities and time savings, delivered after the session.
Review together
We walk through the findings and discuss what to build first.
Who it is for
Businesses that know they should be automating but are not sure where to start. Works well for teams of 2 to 50 across any industry.
Common automations we find
These are the patterns we see in nearly every audit. If any of these sound familiar, there is a good chance your operations can be streamlined.
Manual data entry between systems
Follow-up emails sent manually each week
Spreadsheet reports built from scratch each month
Onboarding checklists tracked in email threads
Invoice approvals routed by hand
What clients say
"We thought automation was only for big companies. The audit showed us three quick wins that now save us 10 hours a week. Best investment we have made this year."
Find out what your business could automate
Get your free Opportunity Snapshot first. A 30-minute consult that produces a one-page report with your top automation candidates. Ready to go deeper? Book a Workflow Audit for $449 (introductory offer, normally $599) and get a full written report.
Get your free Opportunity Snapshot