The offer
Process Documentation + Automation Roadmap
A structured assessment of how your business actually runs: every core process documented, costed with your numbers, and turned into a prioritized automation roadmap — alongside a clear look at the software you pay for and whether each tool is worth keeping. $999, credited in full toward any build work that follows.
Book an assessmentA few questions, about two minutes. You pick your kickoff time at the end.
What you receive
Five deliverables
Process documentation
A written SOP for every process we capture — steps, owners, systems touched, failure points. Your team can run from these on day one.
Findings
Where work stalls, where it gets re-keyed, where knowledge lives in one person's head. Stated plainly, with the evidence from your own interviews.
Cost of the current state
What each manual process costs per year, computed from your volumes and your labor rates. Processes we can't measure honestly are marked unmeasured — never guessed.
Automation roadmap
Prioritized recommendations with per-recommendation ROI, drawn from a vetted tool catalog — not whatever's trending. Each one says what it replaces and what it should save.
Software spend & ownership options
An inventory of the subscriptions your processes run on — plan, seats, renewal date, cost — taken from your invoices, with every figure marked verified or estimated. Each tool gets an answer: keep it, trim it, automate around it, or replace it with software you'd own. The reasons not to replace are stated as plainly as the reasons to.
Questions
Before you ask
- Who is this for?
- Businesses under 100 people whose operations run on email, spreadsheets, and a few disconnected systems — and who want to know what that actually costs before buying any software.
- What does it cost, really?
- $999, and the full amount credits toward any build work you choose from the roadmap. If you stop at the documents, they're yours to keep — there's no obligation to continue.
- How long does it take?
- Interview sessions are scheduled around your team's availability, usually inside two weeks. You review every finding before anything is final.
- What if we don't automate anything?
- Then you own a documented operation: onboarding gets easier, coverage gaps show up in writing, and the SOPs alone typically outlast any tool decision.
- Do we have to replace our software?
- No. Replacing a tool is one of four possible answers, and it has to win on five-year cost, risk, and the features you need before we recommend it.
- What if a tool is cheaper to keep?
- Then we tell you to keep it, and show the math that says so.
- Would we own software you build?
- Ownership and licensing are set out in each project agreement, including which parts are code written for your project and which are reusable or third-party components. We walk through it before you sign anything.
- Are hosting and support included in a build?
- No. Hosting, third-party services, and ongoing support are itemized separately in any build proposal, so you see the running cost before you commit.
Start with the interview
Answer a few questions about how your team works today, book the first session while you're there, and you'll see your own processes in writing within days of it.
Book the $999 assessment