“We’re re-typing orders and stock drifts out of date.”
→ The map shows where the same fact is entered twice and where one sync removes the drift.
Entry offer · estimateNo obligation — you keep the artefact
Map your systems before you rebuild them.
A short, paid audit that maps your tools, data flows, and workflows — and hands you a prioritised roadmap you keep. Even when the right answer isn’t us, you’ll know what’s worth fixing, what’s fine as is, and what to do next.
Why this exists
The audit makes the invisible visible
Most businesses feel the pain before they can name the fix. The audit turns “we’re entering the same information into three systems” into a map, a matrix, and a staged plan — so you can say yes to one piece at a time.
“One person knows the process. Everyone else guesses.”
→ The walkthrough makes the flow explicit, so a tool — or a simpler fix — can own it, not a person’s memory.
Scope
What the audit covers
Six lenses — enough to see where the return is, small enough to finish in days.
Tool stack & data-flow mapping
Every app, spreadsheet, inbox, and database that touches the process — who owns it, what it holds, and where it gets re-entered.
Workflow walkthrough (quote → cash)
Follow the real work end-to-end. Where the wait is, who does what by memory, and what quietly falls between the cracks.
Spreadsheet & workaround teardown
The fragile file that keeps the business running — what it does well, where it breaks, and whether it should become software or just be replaced.
Integration readiness check
Which systems have APIs, which resist connection, and where a single data sync would save hours. We check what’s real before recommending it.
AI opportunity scan (conservative)
Where AI earns its place — and where it doesn’t. Drafting, classifying, extracting, and answering, always with a human checkpoint.
Security & backup basics
Access, backups, and single points of failure. Straight talk on the basics most small businesses miss — no scare tactics.
Artefact you keep
What you get
A written artefact you can put on the wall and share — measurable, buy-vs-build honest, yours to use with any team.
- A visual system map you can put on the wall
- Pain → opportunity matrix, ranked by effort and return
- An honest buy vs build verdict per recommendation
- Prioritised roadmap (next 30 / 90 days)
- Costed options per stage — so you can say yes to one piece at a time
- An artefact you keep, even if you don’t build with us
Investment
Estimates — confirmed after a quick chat
Estimates in US dollars. Final price confirmed after a free 15-minute scoping call — once we understand what’s required. If the right scope is smaller, we’ll price it smaller.
Starter
2–3 daysEst. US$195
One process, one map, one next step — the smallest useful audit.
- 60-min working session (online, screen-share)
- 1-page visual map — single flow, 3–6 tools
- Pain → opportunity matrix (single seam)
- Single buy vs build verdict
- 30-day next step — one option, costed if a build is warranted
Best for: “Is this worth fixing?” — you know where it hurts.
Est. US$125–US$645 — final after scoping call · From US$125 for micro-scope
Standard
3–4 daysEst. US$395
The quote-to-cash slice, with quick wins you can ship without building.
- 2 × working sessions (online)
- Map + tools inventory — the same slice
- Pain → opportunity matrix + quick-win lane (no-build fixes first)
- Buy vs build verdict per recommendation
- Prioritised 30 / 90-day roadmap (sequenced, not fully costed)
Best for: “What do we fix first?” — pick the highest-return slice.
Full
5–6 daysEst. US$645
End-to-end — sequenced and costed so you can say yes one stage at a time.
- 2 × sessions + async follow-up (online)
- End-to-end map + inventory
- Matrix + effort/return ranking
- Buy vs build verdict per item
- Prioritised 30 / 90-day roadmap
- Costed options — up to 3 per stage
Best for: “What’s the sequence — and the smallest first build?”
Estimates in US dollars (2026). From US$125 for micro-scope; Starter from US$195. Final price confirmed after a free 15-minute scoping call — if the scope is smaller, we price it smaller. No surprises.
All prices are in US dollars (USD) and charged in USD.
- No build or code changes — the audit stops at the roadmap (you pick which stage to green-light).
- No sales theatre — if the top-ranked fix isn’t hours we sell, the audit will tell you that.
- No obligation — the map, matrix, and costing are yours to use with any team.
How it works
Four steps, 2–6 days
Entirely online — scheduled around your time zone (NZ business hours, AU-aligned). No spec needed.
Interview
You walk us through the work in plain language — no spec needed.
Map
We map tools, data flows, and where information gets re-typed or lost.
Analyse
We rank the fixes by return vs effort and test buy vs build for each.
Roadmap
We hand you the map + matrix + roadmap + costed options. A short walkthrough call included.
Inputs — what we look at
Works with the tools you already have
We read the operation, not the sales brochure. Typical inputs we map (read-only, only what you’re comfortable sharing):
- Accounting — Xero / MYOB
- CRM — HubSpot / Salesforce / Pipedrive
- E-commerce — Shopify / WooCommerce
- Spreadsheets — Excel / Google Sheets
- Inboxes & forms — Gmail / Outlook / Typeform
- Booking — Calendly / Acuity
- Databases & files — Notion / Airtable / Drive
Approach
How we approach a discovery audit
We start with the work itself: the job that gets delayed, the spreadsheet someone guards, the three systems that never agree. The audit is the missing first phase — mapping the operation before anyone quotes a build.
The verdict is deliberately impartial. If the right answer is a product you should buy, a setting to change, or a process to leave alone, that’s what the roadmap will say. Earning your trust on the small things is how we earn the bigger work — and it’s why you keep the artefact whether you build with us or not.
Questions
Common questions
Do you charge for advice?
Useful advice is part of how we work — the 15-minute scoping call is free. The audit itself is the paid, written artefact you keep. We quote it up front after scoping, so there are no surprises.
Do you do it remotely?
Yes — entirely online. We schedule around your time zone (NZ business hours, AU-aligned) and run the sessions over video. The map and roadmap are delivered as documents you can share internally.
What if we already know what we want built?
Then the audit is faster. We confirm scope by mapping the flow it touches and tell you if the plan is sound, smaller, or staged better — sometimes the right verdict is “build the smaller thing first.”
Will you pitch me a build after?
Only if the roadmap ranks a build as the top-value item. We also recommend products to buy and things to leave alone. No obligation — the roadmap is yours whether the next step is with us or not.
What do you need from us?
Access to the people who do the work, and read-only access where helpful (tools, sheets, inboxes — only what you’re comfortable sharing). We handle credentials server-side and summarise, never copy, sensitive data.
How soon can you start?
Usually this week or next. After the scoping call we confirm which tier fits — Starter, Standard, or Full — and book the interview. Delivery is typically 2–6 working days from interview.
What comes next
From map to first fix
The audit is the missing first phase. When you pick a stage, it connects — no rebuild.
Tell us what you want to improve
Start with the map, not the build.
Book the audit — you’ll get the map, the matrix, and the costed roadmap. Even if the right answer isn’t us, you’ll know what’s worth fixing and what to do next.
Working with clients worldwide — everything over the internet.