Systems audit
An inventory of every tool, subscription and spreadsheet, with costs and overlaps.
Service 08 of 12
Business Systems & Automation
Most small businesses run on a patchwork of apps and spreadsheets that do not talk to each other. We choose the right tools, connect them and automate the repetitive work, so your team spends time on customers instead of copy and paste.
What’s included
The work, specifically.
Software selection
Requirements, vendor demos and a recommendation for CRM, project, inventory or field-service software.
Integrations
Connecting your CRM, accounting, payroll and payments so data enters once.
Workflow automation
Automated quotes, reminders, approvals and reports using tools such as Zapier and Make.
Dashboards
Live dashboards that pull sales, operations and finance into one view.
Training and documentation
Short training sessions and written guides so the system is actually used.
Is this you?
Signs it is time to call.
If two or more of these sound familiar, a short conversation will tell us both whether systems & automation work would help.
- Information gets typed into three different systems.
- You pay for software nobody uses.
- Reports take days to put together by hand.
- Customer details live in one person’s inbox.
How it runs
From first call to running rhythm.
Audit
Map current tools, data and manual work.
Select
Choose and contract the right platforms.
Build
Configure, integrate and automate.
Adopt
Train, document and refine for thirty days.
What you receive
Deliverables
- Systems map and cost review
- Software recommendation
- Configured integrations and automations
- User guides
?Questions
Systems & Automation: common questions
Do you sell software?
No. We are independent and do not take referral fees from software vendors, so recommendations are based only on fit and cost.
Can you work with our existing tools?
Usually, yes. We would rather connect what already works than replace it.
Who owns the accounts and automations?
You do. Everything is set up under your company’s accounts and documented.
Often paired with
Business Strategy & Planning
A one-page plan, three priorities a quarter and the numbers that prove progress.
Business Formation & Compliance
Entity setup support, licenses and a compliance calendar so deadlines never sneak up.
Fractional COO & Interim Management
Senior operating leadership a few days a week, accountable for running the plan.
Free first consultation
Talk to us about systems & automation.
Tell us what is going on. A first consultation is free, confidential and comes with an honest answer about whether we can help.