Some people know exactly which function they want to hand me. Their accounts, their marketing, their lead generation. They buy that and we get on with it. This post is not for them.
It is for the owner who knows something is wrong, knows AI is probably part of the answer, and does not know where to start. That owner usually has three tabs open, a subscription to something they have logged into twice, and a nagging feeling that they are about to spend money in the wrong place. For that person I built the audit.
Here is what actually happens.
I spend time inside your business. Not a questionnaire, although there is one to get us started, and you can type your answers or talk them into your phone, whichever suits how you think. I look at how the work actually moves: where an enquiry comes in, what happens to it, who touches it, where it stalls. I look at your CRM if you have one and your inbox if you do not. I look at how you quote, how you chase, how you get paid, how you find your next customer and how you know whether last month was good. I look at what you are already paying for and whether any of it is doing anything.
Then I look for the gaps where a system would pay for itself. That is a specific test. Not “this could be automated”, because almost anything could be. The test is: would fixing this give you back time you would actually use, or win you work you are currently losing? A quote that goes out the same day instead of Thursday passes that test. A chatbot on your website usually does not.
What you get is a roadmap in plain English. It lists the improvements in the order they are worth doing, with a price against each one, and it is written so you could act on it without me. If you take it and hand it to your own team, that is fine. It is your roadmap.
Most owners will want to go ahead with something on it, and this is the part that makes the fee make sense. The audit costs £1,200 fixed. Go ahead with a build of £3,000 or more within 60 days and half of that comes off the build. So for an owner who ends up building something, the audit effectively costs £600, and it is the reason the build is priced properly rather than guessed at. Every fixed price build I do is scoped by an audit first, because that is what lets me give you one number and stick to it.
Why is it not free? Because a free audit is a sales call with a clipboard, and you know it, and I know it. Paying for it means I can tell you the truth, including “you do not need me for this, do it yourself, here is how”. I have no problem saying that, and in my experience honesty like that is what brings people back later for something bigger.
Who is it not for? If you already know you want your accounts run, or your LinkedIn managed, you do not need an audit, you need that function, and you can buy it straight from the pricing page. I would rather you did.
If you are the owner with three tabs open, it starts with a conversation. No clipboard.