Discovery Audit
I'll spend one week inside your operation. I'll deliver a written report on the top opportunities I find — where the right software would save you the most time and money, and what it would take to capture each.
Sometimes the honest call is that nothing's worth building right now. That counts as the right answer too.
Sound familiar?
Most small businesses are quietly losing time to at least a few of these. See if any sound like yours.
- The mountains of PDFs you read and process by hand every month.
- The customer-support emails that are trivial to answer but eat hours of your team's time.
- Typing the same order or customer into two systems because the tools don't talk to each other.
- Rebuilding the same weekly or monthly report by copying numbers between spreadsheets.
- Answering a basic question — who your best customers are, where you're slowest — takes a manual export and an afternoon.
- Chasing job or project status by texting people because there's no single source of truth.
- The answers that live in one person's head, so everyone interrupts them to ask.
- Quotes or estimates that take days because someone assembles them by hand.
None of this is how it has to be. Most of it can be automated or fixed, and the Audit's job is to find which fixes are worth the most to you.
- 01
I'll be on-site across the week in sessions scheduled around your team's day — with off-site analysis between.
- 02
I'll interview the people who know how the work actually gets done — typically operations leadership and a few front-line staff.
- 03
I'll spend time observing how the work actually flows.
- 04
I'll write an Opportunity Report on the top opportunities I find — places where the right software would save your business measurable time and money, with hours saved per week and dollar value for each.
- 05
I'll recommend the right follow-on engagement — implementation order, retainer, advisory work, or nothing if that's the honest call — with rough effort and pricing for each.
The Opportunity Report is a ranked list of where technology would move the needle for your operation. The categories I work across:
- 01
AI agents & automation.
Document, email, and intake patterns where a managed agent would compound value over time.
- 02
System integration.
Data flows between your tools — what's connected today, what isn't, and what the manual gaps cost.
- 03
Workflow automation.
Multi-step routines that could be glued together with the tools you already pay for. Often no AI needed.
- 04
Custom software.
Internal tools and dashboards that don't exist yet — and what each would be worth to build.
- 05
Data & reporting.
What you're already tracking, and what it would take to turn an export into a live answer on a screen.
- 06
Security & compliance.
Access controls, backup posture, audit logs, and on-prem inference for the work that can't leave your network.
This is what the deliverable looks like. The sample is for a fictional East Bay independent insurance agency — drafted in the same format and depth I'd produce for you.
Read the sample report (PDF)One flat fee for the full week of work — interviews, observation, and the written Opportunity Report. The Audit credits 100% toward your follow-on engagement.
Ready to talk?
Send a note or grab a Calendly slot. I'll reply within a business day with next steps — and we'll talk through whether the Audit is the right starting point for you.
Talk to Lee