A 90-minute working session and a written pack delivered in 2 to 5 business days. You get a map of where your revenue work actually happens, a fix list ranked by what it is costing you, and an honest read on which parts an AI system should run and which are not ready yet.
Everything below is delivered in writing. No slide deck, no verbal-only findings, nothing you have to take notes on during a call.
Where every piece of revenue work actually happens today: CRM, inbox, spreadsheets, job platform, accounting, and the parts that only live in someone's memory. Drawn as it is, not as the org chart says it should be.
A 47-point audit across pipelines, properties, lifecycle and reporting, with each finding ranked by revenue impact and effort. You can hand this straight to an internal team.
Every manual process scored on impact, build time and payback, split into three honest buckets: worth building now, worth building once the foundations are fixed, and not worth its maintenance cost.
What to do first, second and third, with the sequencing reasons written down. Usable whether you build it yourself, hand it to someone else, or bring us in.
Prefer we call you? If picking a slot in a calendar is not how you want to start, request a callback and we will ring you inside one business day.
We will tell you if it is a no-fit. The readiness call happens before the audit is quoted, and part of its job is to rule the audit out. If the patterns do not transfer to your business, we will say so on the call and point you somewhere better placed.
Thirty minutes on video. We work out whether the audit is the right next step, and if it is, you get the fixed price there and then. No deck, no prep, no pressure to buy on the call.
A structured walkthrough of your stack with whoever actually runs it. We look at the real portal and the real workflows, not a description of them. Bring the person who knows where the spreadsheets are.
Systems map, leak-ranked fix list, AI opportunity matrix and the 90-day roadmap, usually the same week. We walk you through it if you want, or you can just read it.
It is a fixed price, quoted on your readiness call once we know the size of your stack and team. We do not publish a number because a five-person trades business and a forty-person brokerage are not the same audit, and a fake "from" price would just mean re-quoting you later. Whatever you pay is credited in full against any build you proceed with.
If you go ahead with a build after the audit, the full audit fee comes off the build price. Not a discount, not a percentage, the whole fee. If you do not go ahead, you keep the pack and owe nothing further.
The working session is 90 minutes. The written pack lands 2 to 5 business days after it, usually in the same week.
No. A large part of the audit is separating foundation problems from real AI opportunities. If your data and pipeline are not ready, the pack will say so and tell you what to fix first. That is a useful answer, not a failed audit.
Yes, and it is written that way. The systems map, the fix list and the roadmap are yours to hand to an internal team or another provider. No part of it depends on us being involved.
Yes. The Revenue Infrastructure Scorecard is 20 questions, scored out of 80, and takes about nine minutes. It will not replace the audit, but it will tell you roughly which band you are in.
A 90-minute deep dive plus a written pack, delivered the same week. Systems map, leak-ranked fix list, AI opportunity matrix and a prioritised 90-day roadmap. Fixed price, credited in full against any build.