Good Fit Scenarios
- You are deciding between multiple automation ideas and need a ranked starting point
- Your team can describe workflow pain but has not mapped process ownership yet
- You want a low-risk planning pass before committing to build budget
Service Details
Automation Audit
A practical teardown of your operations to identify the highest-return automation opportunities and a safe implementation order.
Price Model
Waived standalone; included with qualifying higher-tier packages
Turnaround
2 business days
Category
Fixed Scope Delivery
Automation Audit is waived as a standalone checkout and included as a kickoff perk in qualifying higher-tier project packages.
Why This Service Exists
You know your workflow is wasting time, but you need a clear plan before paying for implementation work.
Best Fit Profile
Founder-led teams or operators who know there is waste in the workflow but need clear prioritization before spending on builds.
Not A Fit Scenarios
- You need code, integrations, or deployment changes completed immediately this week
- You want a full implementation team embedded from day one
- You need continuous 24/7 managed operations coverage instead of planning
How I Build It
We map where your information starts, where it gets stuck, and where automation can safely remove repeated manual work.
Scope covers workflow mapping, API and webhook capability checks, data handoff risks, and implementation sequencing based on impact/effort.
- Workflow mapping
- API inventory
- Risk scoring matrix
- Implementation roadmap
Timeline and Revision Window
- Day 1: discovery call and workflow capture
- Day 2: scoring model and ranked recommendations
- One revision pass on priorities after delivery
- 7-day clarification window included
Escalation Path
- Open live support chat with business impact details
- Blocking items are triaged first in queue
- Escalate to Standard or Pro support tier for faster SLA and live sessions
Automation Basics
Quick guidance on when automation helps and when it can create more risk than value.
Good Reasons To Automate
- Eliminate repeated copy/paste and reduce manual errors
- Speed up approvals, reporting, or customer onboarding
- Create consistency in tasks that are done the same way every time
Bad Reasons To Automate
- Trying to automate a process that is still broken or unclear
- Automating every step with no human review where judgment is required
- Choosing automation only because it sounds modern, not because it adds value
Caution: Stabilize the process first, then automate the stable parts. Automation multiplies both good systems and bad systems.
What Is Included
- Current-state workflow review across intake, fulfillment, and reporting
- Opportunity scoring by impact, effort, and implementation risk
- Technical recommendation for tools and integration approach
- Prioritized implementation sequence for the next sprint
What Is Not Included
- No implementation work is included in this package
- No production deployment changes are made in this package
- No long-term support contract is included by default
What You Need To Provide
These inputs keep scope stable, reduce delays, and protect delivery timelines.
- One discovery call with a decision-maker who can confirm priorities
- Current workflow visibility (screenshots, docs, or recorded walkthrough)
- Top pain points ranked by business impact
- Primary owner available during the 7-day clarification window
Deliverables
- Discovery call with goals and constraint mapping
- Written automation opportunity report
- Priority matrix with effort/risk notes
- 7-day async clarification window after delivery
Included + Optional Support Tiers
This service includes a launch support window, with optional monthly tiers if you want ongoing coverage.
Included Launch Support
Post-audit clarification and implementation kickoff questions
Price: Included (7 days)
Response: Business-day responses
Hours: Up to 2 async support hours
Channels: Live dashboard chat + email follow-up
- Clarification of audit recommendations and sequencing
- Implementation planning guidance during the launch window
- Handoff Q&A tied to delivered audit artifacts
Basic Tech Help Add-On
Simple questions and light troubleshooting after launch
Price: $9.99/month
Response: 72h target
Hours: Up to 2 support hours
Channels: Live dashboard chat + email follow-up
Overage: $95/hour
Remote Desktop: Not included
7-day trial on Basic Tech Help. Cancel 48h before renewal.
- Plain-language answers for "what do I click" type questions
- Basic troubleshooting for non-urgent issues
- Monthly check-in summary with easy next steps
Standard Tech Help Add-On
Teams that want regular support and faster replies
Price: $24.99/month
Response: 24h target
Hours: Up to 6 support hours
Channels: Priority live chat + one scheduled support call
Overage: $85/hour
Remote Desktop: Not included
7-day trial on Basic Tech Help. Cancel 48h before renewal.
- Priority queue handling for active issues
- Hands-on support for recurring workflow problems
- Monthly tune-up and practical recommendations
Pro Tech Help Add-On
Business-critical systems where downtime costs money
Price: $49.99/month
Response: Same-day priority queue
Hours: Up to 12 support hours
Channels: Priority queue + direct escalation + remote sessions
Overage: $75/hour
Remote Desktop: Included
7-day trial on Basic Tech Help. Cancel 48h before renewal.
- Rapid response for major service interruptions
- Remote support sessions for Windows and Linux
- After-issue prevention plan in plain terms
Payment + Guarantee Terms
Payment Terms
- Fixed-scope package fee: 100% upfront.
- Out-of-scope change requests are billed hourly using complexity-adjusted rates and approved before execution.
- If DNS + hosting inclusion is requested, onboarding starts after down payment and provider costs are confirmed.
- Domain and hosting provider charges are pass-through costs billed up front at purchase/renewal.
Scope Delivery Guarantee (Recommended)
No blanket money-back guarantee. Instead, deliverables are guaranteed against the signed scope and acceptance checklist.
- If a scoped deliverable is missing, it is completed in the included revision/support window at no extra charge.
- Refund requests are limited to non-delivered scoped items and are prorated by the undelivered portion only.
- Client-side scope changes, delays, or third-party vendor outages are not refundable.
Full policy details: Terms, Refund + Cancellation, SLA Summary.
Ready to plan this scope?
Use the intake form with your goals, timeline, and current tool stack. You will get direct next steps.