FREE 15-Minute Operations and Technology Audit

Clarity, ROI, and a Roadmap - in just 15 minutes

Uncover where your workflows are losing time and money – and learn your potential ROI – all in a free, structured 15-minute call with our CTO
  • Identify 1–2 immediate operational quick wins
  • Get a personalized ROI estimate (often 250–450%)
  • Receive a custom 1-page Audit & ROI Report

No prep required. No jargon. No obligations.

What You Get in 15 Minutes

A Fast, Focused, High-Value Audit - Designed for Busy Leaders

This is not a sales call. It’s a structured triage session designed to give you clarity, quantify your bottlenecks, and show the measurable ROI behind optimizing your workflows, systems, and data flow.

  • Minute 0–1 – Framing the Call
    We set expectations and define what success looks like for the next 15 minutes.
  • Minute 1–4 – Systems Snapshot
    You walk us through your ERP, CRM, e-commerce, WMS, and accounting stack. We quickly map your data flow and handoffs.
  • Minute 4–10 – Pain → Impact Mapping
    We quantify inefficiencies: manual hours, data errors, rework, delays, bottlenecks.
  • Minute 10–13 – Future-State Vision
    We ask targeted “what-if” questions using our Decision-Tree framework.
  • Minute 13–15 – Summary & Next Step
    We recap your priorities and tell you exactly what will be included in your follow-up report.
Reserve My 15-Minute Audit

Your ROI calculation and modernization recommendations will be delivered in a custom follow-up report within 24 hours.

What Happens Before the Call

A 2-Minute Intake Makes Your Audit Personal and Precise

When you book your session, you’ll complete a short form that helps us understand your business and tailor the audit to your situation.

The intake form collects:

  • Industry, company size, revenue range
  • Current systems (ERP, CRM, WMS, accounting, integrations)
  • Top 3 operational pain points
  • Your desired future state (“If everything worked perfectly…”)
  • Key KPIs (orders/month, accuracy %, cycle times, etc.)
  • Urgency (go-live deadlines, audit pressures, seasonality)

What we do before the call:

  • Segment your business (Manufacturing / Distribution / Retail / Services)
  • Load the Decision-Tree branch most relevant to your goals
  • Prepare 1–2 “quick-win hypotheses” based on your answers
  • Prepare data points and benchmarks to reference during your audit and for your follow-up ROI report
  • Arrive fully prepared so the 15-minute session delivers value immediately

How the Live Audit Works

A Structured Conversation with Real Business Impact

Led by our CTO, Benji Burrell, this is a fast, practical conversation designed to uncover opportunities where technology can create measurable improvements in efficiency, accuracy, and revenue.

During the audit, we will:

  • Visualize your current workflow in a simple, non-technical way
  • Identify which systems are causing delays or data conflicts
  • Estimate wasted hours, rework, or bottleneck costs
  • Use Decision-Tree logic to match your goals to a clear modernization path
  • Gather the inputs needed to calculate your potential ROI after the call
  • Confirm whether modernization could save you tens or hundreds of thousands annually

Your Deliverable: The 1-Page Audit & ROI Report

Your Personalized Audit & ROI Report - Delivered Within 24 Hours

The ROI calculation takes place after your call, using the inputs you provided during the audit.

Right after your call, you’ll receive a concise, visually clear report tailored to your business. It outlines the financial upside of improving your workflows and what steps to take next.

1. Executive Summary

  • Your goals in your own words
  • Top bottlenecks identified
  • Our recommended “quick-win hypothesis”

2. ROI Projection Table

  • Labor Efficiency – Baseline wasted hours and expected reduction, with estimated annual savings
  • Error Reduction – Current rework rates and projected decrease, with estimated annual savings
  • Revenue Growth – Modeled uplift after key integrations or workflow improvements
  • Cash Flow – Impact of improving invoice cycle times and working capital
  • Total potential annual savings and ROI estimate included.

3. Decision-Tree Summary

We identify your modernization path.

Who This Audit Is For

Is This Audit Right for You?

This session is ideal for leaders responsible for operations, finance, or technology who want clarity on whether system modernization will pay off.

Perfect for companies that:

  • Spend too much time on manual data entry or reconciliations
  • Suffer from errors, delays, or poor visibility
  • Are scaling quickly and hitting system limits
  • Need better reporting for smarter decisions
  • Are evaluating an ERP upgrade or integration strategy
  • Want transparency on ROI before making a major investment

Not ideal if:

Your systems already offer real-time visibility, automation, and consistent data across all departments, and you’re not currently seeking to improve or expand any part of your operational setup.

Why Companies Choose Us?

We help growth-stage businesses modernize their systems, streamline operations, and achieve measurable ROI through practical, efficient technology solutions.

Our differentiators:

  • Deep ERP, CRM, and workflow expertise
  • Data-driven Decision-Tree audit approach
  • Proven client results and hundreds of automations delivered
  • Transparent ROI – before any engagement
  • Fractional CTO-level leadership in every conversation

By the numbers:

  • 2000+ hours saved annually per client through automation
  • 364% average 3-year ROI across modernization projects
  • Clients across Manufacturing, Distribution, and DTC Retail

FAQ

What if I’m not technical?
You don’t need to be – we keep everything simple and practical.

What do I need to prepare?
Just complete the 2-minute form. That’s it.

Will I get a sales pitch?
No. This is a structured diagnostic session. If we see high ROI potential, we’ll recommend a deeper paid diagnostic – but only if it’s a fit.

Does this apply to my industry?
Most likely – we’ve worked with everything from wholesale distribution to manufacturing to tech-enabled services.

What happens after the audit?
You’ll receive your 1-page Audit & ROI Report – including your estimated ROI and modernization roadmap – within 24 hours. If you wish, you can continue with a 50-minute Diagnostic Session.

Ready to See Your ROI?

Book your audit now and receive your personalized ROI report within 24 hours.
Book My Free 15-Minute Audit

No pressure. No commitments. Just clarity.