Automation Audit
Thank you for your interest in the Automation Audit! Please read on to learn more about what’s included and what you can expect. I’m always happy to answer any questions here.
The Automation Audit includes –
- Workflow Questionnaire – Before we talk, you’ll fill out a short questionnaire covering how you currently handle email, scheduling, client communication, and repetitive admin work, so I can come prepared.
- Review Call – A focused call (about 30–45 minutes) where we walk through your current tools and processes together and I ask follow-up questions about anything that needs more detail.
- Opportunity Report – A written, prioritized list of automation opportunities I’ve identified, each with an estimated time savings, so you can see at a glance where automating would make the biggest difference.
- No Obligation – The Audit is just the roadmap. There’s no commitment to have anything built afterward – you’re free to take the findings and run with them however you’d like, including having me build them later.
- Files – The Opportunity Report is emailed to you as a PDF.
