Free Audit

20 minutes. You leave with a list of what to automate first.

No pitch deck. We map your workflow, find the highest-ROI automations, and hand you the list — whether or not we end up working together.

A free automation audit is a 20-minute call with no cost and no sales deck. We walk through how work actually moves through your business, then name the top three things worth automating first. You keep that list whether or not you hire us.

What happens on your free automation audit

  • We map how work actually flows through your business
  • We identify the top 3 automation wins
  • You get the list whether or not we work together

Pick a time

Twenty minutes, no pitch deck. Grab a slot that works for you — it books straight onto our calendar and sends your confirmation and reminder automatically.

Pick a time — book your free audit

Before the call, tell us: what’s eating the most of your week? A sentence or two is plenty — it lets us prep and make the 20 minutes count.

Questions about the free automation audit

How much does an automation audit cost?

This one is free. It takes 20 minutes and you leave with a written list of what to automate first. Our paid audit, which goes deeper and produces a full roadmap with effort and ROI estimates, is $750 and takes about a week.

How long does the free audit take?

Twenty minutes. Book a slot, answer one short question beforehand, and we use the whole call on your business instead of introductions.

Do I have to hire you afterward?

No. You keep the list either way. If automation will not pay off for a process, we will say so — that is the whole point of an honest audit.

What should I bring to the call?

Nothing formal. Come knowing roughly how a job goes from first contact to getting paid, and which part of that eats the most of your week.

Do you work with contractors and trades?

Yes. Most of our work is with contractors and service businesses — roofing, HVAC, plumbing, remodeling — plus online stores. See the roofing case study for what an end-to-end build looks like.

We took a 4-person roofing contractor from an Excel “CRM” to a seven-agent AI operations platform. Read the full case study →