Workflow Review & Strategy
For trade businesses that want a thorough look at their operation before committing to automation. We walk through your workflows, find the biggest time drains, and deliver a clear plan.
What You Get
A complete picture of where your business is losing time — and a clear plan to fix it.
Process Mapping
We document how jobs flow through your business — from first call to final invoice — and identify every manual step that could be automated.
Bottleneck Analysis
We rank your time drains by impact — which ones are costing you the most jobs and hours per week.
Automation Roadmap
A clear plan showing which systems to build first, what they'll do, and what the expected result is. No vague recommendations.
Tool Review
We look at what you're already using — Tradify, Fergus, Xero, ServiceM8 — and build around it, not over it.
Our Process
From first call to delivered roadmap in under two weeks.
Discovery Call
A 20-minute call to understand your business, how it runs, and what's eating your time.
20 minDeep Dive Session
A 1–2 hour walkthrough of how jobs move from enquiry to invoice. You do the talking, we ask the questions.
1–2 hoursAnalysis & Research
We review everything and research what automation would actually work for your specific trade and operation.
3-5 daysRoadmap Delivery
We present a clear plan — what to build, in what order, and what each system will do. You walk away knowing exactly what's next.
30 minInvestment
A thorough workflow review for trade businesses ready to move beyond quick wins. Includes all deliverables, a clear automation roadmap, and a 30-day follow-up call.
Book a Discovery CallNot Sure Where to Start?
Start with the free workflow audit first. It takes 20 minutes and gives you a clear picture of your biggest wins.
Start with Free Audit