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.
- 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.
The repetitive document, email, and intake work that's eating your team's day. Where a managed agent would compound value over time.
- 02
System integration.
Where data is being copied between systems by hand — CRM to billing, intake to project management, calendar to invoicing.
- 03
Workflow automation.
The copy-paste, file-rename, send-three-emails loops that don't need AI — just the right glue between the tools you already pay for.
- 04
Custom software.
Internal tools and dashboards that don't exist yet — and would, if you weren't stuck holding the operation together in a spreadsheet.
- 05
Data & reporting.
Decisions you're making from gut feel when the answers are sitting in your exports. What it would take to turn them into a number 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.
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