Methodology
Five stages. One written report. No surprises in the middle.
Here is what happens between the intake form and the report in your inbox. Every stage lists what the auditor does, what you bring, and what feeds the final verdict — so the audit never feels like a black box.
The five stages
From a 60-second form to a written report in roughly ten working days.
Read top to bottom. Each stage lists three rows in the same order — what the auditor does, what you provide, and what feeds the final report— so you can compare stages side by side and follow the logic end to end.
- 01
Stage 1 of 5
Pre-audit intake
A 60-second form so the call starts on the right subject — not the org chart.
- What the auditor does
- Sends a short form covering revenue band, team size, software stack, and three structured pain points.
- What you provide
- Honest answers — they reshape the interview questions and skip the obvious.
- Feeds the report
- The written brief the auditor carries into the call, so the 60 minutes starts on the right subject.
- 02
Stage 2 of 5
The 60-minute interview
One video call walking how work actually moves — leads, fulfilment, billing, support — not the org chart.
- What the auditor does
- Walks through how a real day moves a real order. Pulls on the handoffs that slow you down. Asks the follow-ups the brief surfaced.
- What you provide
- The real workflow, not the dressed-up version. Whoever owns a stuck handoff should be in the room.
- Feeds the report
- The raw evidence behind every recommendation in the final report — without it, nothing else is grounded.
- 03
Stage 3 of 5
The workflow diagram
A single-page map of how work enters, who touches it, and where it stalls.
- What the auditor does
- Returns one page mapping every step from intake to invoice, marking the stalls and the rework loops.
- What you provide
- A five-minute review. You confirm the hotspot names and usually spot the bottleneck before the auditor does.
- Feeds the report
- The diagram that opens the final report and anchors every recommendation that follows.
- 04
Stage 4 of 5
The scored opportunity list
Every candidate fix rated on impact, feasibility, risk, ROI, model selection, and integration friction.
- What the auditor does
- Rates each candidate — AI tool, automation, CRM hygiene, or "leave it alone" — across the same six dimensions on every engagement.
- What you provide
- Answer follow-ups by email for two weeks on the Standard tier; the Deep Dive adds two calls over sixty days.
- Feeds the report
- The body of the report. Every verdict cites which dimensions tipped the call, so you can disagree with the working.
- 05
Stage 5 of 5
Delivery & debrief
A 30-minute walk-through of the written report, with optional follow-on Q&A for two weeks.
- What the auditor does
- Walks you through the report on a 30-minute debrief, then emails a written PDF and Markdown copy with the diagram, the scored list, and worked ROI where in scope.
- What you provide
- The audience who needs to disagree in person — the ops lead, the accountant, whoever will carry the work.
- Feeds the report
- The deliverable. Optional follow-on Q&A for two weeks; the Deep Dive adds two calls over sixty days.
The honesty clause, repeated
“Do nothing — tighten what you have” is a complete deliverable.
If, on the call, the honest answer is that you do not need an audit yet — that you need to fix your CRM first, document one workflow, or revisit in six months — the report will say so and the fee is still owed only on delivery. Roughly a third of our recommendations read exactly that way.
If we are not a fit, we’ll say so on the call.
Five stages. One report. Then you decide what to do with it.
The intake is a 60-second form. We reply within one working day to confirm the tier, the window, and the call link. After the debrief, the report is yours whether or not you hire us to act on it.
You will reach a human. Replies go out within one working day.
Fixed fee billed after report delivery · No NDA required · You own the deliverable