Free Workflow Audit
A free 20-minute call to find out exactly where your business is losing time, jobs, and money — and which AI systems would fix it.
Designed for trade businesses in Bay of Plenty. No jargon, no fluff — just honest recommendations.
Book Your Free AuditWhat We Look At
Six areas where most trade businesses are losing time or jobs.
20 minutes covers all of this
Missed Calls & Lead Response
How quickly does your business respond to enquiries? Are you losing jobs to the next tradie on Google while you're on the tools?
Online Reviews & Reputation
Your Google reviews and how customers find you. Reviews drive more inbound calls for tradies than almost anything else.
Quoting Process
How long does quoting take? Are you doing it evenings and weekends? Is it eating time that should be billable or spent at home?
Invoice & Payment Collection
How are you tracking and chasing unpaid invoices? Manual follow-up is invisible overhead that adds up every week.
After-Hours Enquiry Handling
What happens when a customer contacts you at 7pm? Speed of first response is one of the biggest factors in winning jobs.
Admin & Scheduling
How much time per week goes on booking confirmations, job scheduling, and admin that isn't billable time?
Current Tools & Processes
What software are you using — Tradify, Fergus, Xero, ServiceM8? How well are things connected, and where are the gaps?
What We Find
Most trade businesses fall into one of these four categories after a workflow audit.
High Impact
76-100 pts
Multiple high-value wins available. We'd typically recommend starting with missed call reactivation and review automation — both fast to deploy and fast to pay off.
Good Opportunities
51-75 pts
Several clear wins on the table. A quoting agent or lead qualification system would likely pay for itself within the first month.
Targeted Wins
26-50 pts
A couple of specific systems would make a real difference. Good starting point — easy to implement and quick to show results.
Solid Foundation
0-25 pts
Your operation is running well on manual processes. A few targeted automations could free up meaningful time without disrupting what's working.
How It Works
Book a free call
Pick a time that works. 20 minutes — less time than you'd spend quoting a small job.
We walk through your business
We ask about your current setup, what's eating your time, and where you think you're losing work. You do the talking.
You get clear recommendations
We tell you honestly which systems would make the biggest difference and what that looks like in practice.
Optional: we build it
If you want to move forward, we scope a solution and have it live within two weeks. No pressure if you just want the information.
Built for Bay of Plenty Tradies
Most trade businesses in Bay of Plenty miss 3–5 calls every week while on the tools. That's potentially 3–5 jobs going to the next tradie on Google — every single week. This audit tells you exactly where you're losing money and what to do about it. Includes NZ-specific tools like Tradify, Fergus, Xero, and ServiceM8.
Find Out What You're Losing
It's free, it takes 20 minutes, and you'll walk away knowing exactly which systems would make the biggest difference — whether you work with us or not.
Book Your Free AuditNo credit card required • No obligation • Instant insights