Tell us what to automate.
Two quick steps. The more specific you are about what's eating your team's week, the more useful our reply will be.
- Your audit within 1 business day
- A PDF you keep, or a 15-minute call if you prefer
- No cost, no obligation, no sales sequence
The audit is free · Work after it is scoped and agreed with you first · No retainer required and no long term commitment
See what's inside your free CRM & automation audit
Tell us what's manual. We'll show you what could be automated.
Prepared for Northwind Services Co.
Your current workflow
How an enquiry moves through the business today, and where it slows down.
Process map
- 1Lead comes in
- 2Manual data entryManual
- 3Team follow-upTime-consuming
- 4AppointmentPotential bottleneck
- 5Manual updatesManual
Findings
Enquiries arriving outside working hours sit until someone notices, and follow-up has no owner once the first reply is sent. Four points in this workflow depend on a person remembering.
An illustration using a fictional business. Your audit is built from the workflows, tools and manual work you describe. The findings, the score and the roadmap will be your own.
Tell us what's manual.
Two quick steps, about a minute. The more specific you are about what's eating your team's week, the more useful your audit will be.
What happens next
- 01You tell us what to look atTakes about a minute
- 02We read it properlyA person, not an autoresponder
- 03You get your auditA PDF, within 1 business day
- 04Or we walk you through it15 minutes, only if you prefer
- 05We scope the workWhat needs doing, and the hours it should take
- 06Work beginsOnly if you say yes, once the scope and terms are agreed
What should we look at first?
Step 1 of 2One click. You can add the detail in a moment.