Automation audit

First we look at how things work today Then we decide what to change

Before building anything, we look at how work actually flows today. You get a clear picture, priorities and a plan — even if you decide to build it yourself.

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What we analyse

Four layers of how work really happens

CRM and data

Deals, stages, tasks, overdue work, what the data shows and what it hides

Messages and calls

Response speed by channel and hour, call logs, conversation quality

Processes and handoffs

Who does what, where requests wait, which rules exist only on paper

Reporting and money

What the owner sees, what each channel costs, where money leaks

How it goes

Four steps, no disruption to your team

01
Intro call
20 minutes: your goals, systems and what hurts most
02
Access and exports
Read-only access or data exports. Nothing changes in your systems
03
Analysis
Data, processes and test inquiries across your channels
04
Findings review
We walk through the report together and agree on decisions

What you receive

A report you can act on

Process map

How a request moves today, from first message to result

Findings with priority

Each finding: fact, cause, consequence, and the fix in one line

Decisions for management

What the company needs to decide before anything gets built

Implementation roadmap

Tasks, order and timing — for your own developers or for us

Example from a real audit

What a finding looks like

Anonymised. A brokerage company in Cyprus.

Finding 1High priority

First contact takes about 10 hours instead of 30 minutes

Fact: Median time to first contact is around 10 hours. During the day the team replies in 21–25 minutes; requests after 7 pm wait about 17 hours.
Cause: More than half of requests arrive when the office is closed, and paid leads wait for one person on duty.
Consequence: Half of all leads get one touch or none. Paid traffic is the slowest to be answered.
Fix: 24/7 auto-reply, re-assignment by timer, evening requests first in the morning queue.

An honest note

Sometimes the best result is to automate nothing

If a process works, or a simple rule fixes it, we will say so. The audit fee is credited towards implementation if you go ahead with us.

Price: from €500, credited towards implementation.

Request an audit

Tell us how your process works today

We will reply within one business day and suggest a time for a 20-minute intro call.