Before the audit
The work is busy, but the best automation target is unclear
Messages, documents, CRM updates, reminders and approvals move through different people and tools, so the first automation decision becomes guesswork.
✕ Leads wait because ownership and next steps are unclear
✕ Staff copy the same details between tools by hand
✕ Automation ideas compete without a clear priority score
A simple sequence showing how the recommendation is chosen.
After the audit
You know what to automate first and how to launch it
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1. Diagnose the workflow
Capture enquiries, handoffs, documents, tools, owners and delays in plain language.
2
2. Map the current process
Show where work starts, where it waits, who touches it, and which systems must stay connected.
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3. Prioritise automation wins
Rank the safest high-impact opportunities by time saved, revenue risk, complexity and confidence.
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4. Define the first sprint
Turn the top opportunity into a launchable automation plan with inputs, outputs and success checks.