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Know what to automate first

Automation consulting

A short, paid audit that maps your workflows, tools, and data, then ranks what to automate by payback so you never build the wrong thing.

Automation consulting starts with a paid audit, not a pitch. We map your current workflows, tools, and data, then rank every opportunity by payback so you invest in the automations that actually move the needle. It is the fastest way for a small or mid-sized business to get a clear, vendor-neutral plan for AI and automation.

You walk away with a prioritized roadmap, realistic cost and timeline estimates, and tool recommendations you can act on with us or on your own. No jargon, no lock-in, just a straight answer on what to automate first and what it is worth.

What you get

  • A clear picture of where your hours actually leak
  • A ranked roadmap with effort, cost, and expected payback
  • Tool and platform recommendations you can act on with or without us

What we build

  • Process and AI-readiness audit of your current operations
  • Prioritized automation roadmap with payback estimates
  • Tool and platform recommendations with feasibility notes
  • A working session to walk through findings and next steps

Typically built with

  • Airtable
  • Notion
  • Your existing stack

Automation consulting questions

How much does an automation audit cost?

The audit is a fixed fee scoped to your size and number of workflows. You get a prioritized roadmap and payback estimates, and the fee is credited toward a build if you move forward.

Do you work with small businesses?

Yes. Most of our clients are small and mid-sized businesses. The audit is built to find quick, high-payback wins, not enterprise mega-projects.

Which processes should we automate first?

That is exactly what the audit answers. We rank your workflows by payback and risk so the first build is the obvious one.

Think this fits your business?

Book a call and we will tell you straight whether this is the right first move, and what it would take.