Process

From Audit to Automated in Three Steps

A clear, transparent process from first conversation to live systems — with no surprises, no scope creep, and no fluff.

1

Week 1

Revenue Leak Audit

2

Week 2–3

Build & Test

3

Week 3

Launch & Handover

4

Ongoing

Optional Retainer

01

Week 1

The Revenue Leak Audit

A structured 90-minute diagnostic session. We map every point in your lead and operations workflow — from first contact through booking, job completion, invoice, and review.

What You Do

  • Join a 90-minute Zoom session
  • Walk us through a typical week in your business
  • Share access to your current tools (call logs, CRM, booking system)

What We Do

  • Map your full workflow in real-time
  • Calculate the monthly cost of each gap we identify
  • Prioritise fixes by revenue impact
  • Deliver a written audit report within 24 hours

Deliverable

Written Revenue Leak Audit report with prioritised recommendations and estimated monthly recovery per fix.

02

Weeks 2–3

The Build

We design and build your AI and automation systems based on the audit findings. Every build is scoped specifically to your business, your tools, and your highest-impact opportunities.

What You Do

  • Review and approve the build scope
  • Provide access to relevant accounts (phone system, CRM, etc.)
  • Attend one mid-build check-in (30 minutes)
  • Test and approve the final system

What We Do

  • Design the full system architecture
  • Build and configure all automation workflows
  • Test every trigger and edge case
  • Deliver a system walkthrough video (Loom)
  • Provide written documentation

Deliverable

Live, tested automation system. Loom walkthrough. Written documentation. One week of post-launch monitoring included.

03

Ongoing

The Retainer (Optional)

Once your systems are live, the optional monthly retainer keeps them optimised, monitored, and improving. We track performance, run A/B tests, and add one new automation per month.

What You Do

  • Review the monthly performance report
  • Flag any issues or requests via Slack/email
  • Approve any significant changes

What We Do

  • Monitor system performance daily
  • Fix any errors or outages within 4 hours
  • Deliver a monthly performance report
  • Run A/B tests on follow-up sequences
  • Add one new automation or optimisation per month

Deliverable

Monthly performance report. Ongoing system optimisation. Priority support access.

The Audit In Detail

What the Revenue Leak Audit Covers

Inbound call answer rate and missed call analysis

Lead response speed across all sources

Follow-up sequence mapping (what happens after first contact)

Booking and scheduling workflow analysis

Review generation and reputation management

Admin and operations bottleneck identification

Tool stack assessment (what you have vs. what you need)

The Output

What You Get From the Audit

Full workflow map with identified leak points

Monthly revenue leak calculation (exact dollar figure per gap)

Prioritised fix list ranked by revenue impact

Recommended build plan with timeline and pricing

Written report delivered within 24 hours

Start the Process

Book your free Revenue Leak Audit. We'll show you exactly what your business is losing and what we'd build to fix it.

Book Your Free Audit

90 minutes. No obligation. No pitch.