Free software & automation audit

Before you spend on software, find out where the problem really is.

In a 30-minute call we review your systems, your manual processes, and the integrations you're missing. Then you get the most important opportunities and an investment range in writing, whether you work with us or not.

Free, no obligation. When you book, you'll answer a few short questions so the call is worth your time.

audit / format
Length 30 min
Cost $0
Deliverable 1–2 pages
Format call + summary

What we ask before the call

So we arrive prepared and don't spend your 30 minutes on the basics.

  • What software you use today: CRM, accounting, operations, spreadsheets.
  • Which processes are done by hand, and how many people are involved.
  • Which systems aren't integrated with each other.
  • What problems come up every week.
  • How much time those problems consume.

What you get, and what you don't

The audit gives you clarity. Detailed design is engineering work and belongs in discovery.

Included in the audit

  • A summary of your current situation and the pain points we found.
  • The 2 or 3 highest-return opportunities, prioritized.
  • An investment range for each opportunity.
  • The recommended next step, even if it isn't with us.

Reserved for technical discovery

  • Recommended architecture and database design.
  • Integration and API design.
  • User flows and technical roadmap.
  • A fixed-price estimate.

The full path

Each step has its own deliverable. You can stop at any of them.

  1. Step 1

    Free audit

    30 minutes and a written summary with opportunities and investment ranges.

  2. Step 2

    Technical discovery — $2,500 to $5,000

    Two weeks: requirements, architecture, database, integrations, API, user flows, roadmap, and a fixed estimate. Credited to the project if you move forward.

  3. Step 3

    Fixed-price implementation

    Built in milestones with visible progress from week one.

  4. Step 4

    Monthly development & support

    A retainer for support, improvements, and new integrations.

Frequently asked questions

Is the audit really free?

Yes. It's 30 minutes and a written summary, with no obligation to hire us. If there's nothing worth building, we'll tell you that too.

Who is it for?

Companies already running on software, Excel, QuickBooks, or a CRM that lose time or money because their systems don't work together. Typically 10 to 100 employees.

What if I decide not to move forward?

The summary is yours. Use it with your internal team or another vendor.

Why is discovery paid?

Because it's real engineering work: two weeks of requirements, architecture, database design, and a fixed estimate. It avoids generic proposals and gives you a deliverable that stands on its own. If you move forward with the project, the discovery fee is credited.

Do I need to know about technology for the call?

No. We ask about your operation: which processes are manual, where work gets repeated, and what problems come up every week.

30 minutes can save you months building the wrong thing.

Book the audit and answer the questions when you schedule. We'll send your summary in the following days.