Automation Audit & Quick Win Sprint

Get clarity on your systems and immediate relief from your biggest pain points

Two Ways to Work Together

Option 1: Audit & Strategy

Perfect if you already have a team that can run with the information, or if you want to get started while you consider your options.

Week 1: Discovery & Audit

  • Kickoff Call (60 min) - Get access to your systems, understand your biggest pain points
  • Systems Spelunking (5 hours) - Kim digs into your automation platforms, project management workflows, tool integrations, and identifies what's broken, inefficient, or missing

Week 2: Documentation & Strategy

  • Complete Automation Documentation - All your Make.com scenarios and Zapier Zaps exported and written up in plain English
  • Written Audit Report - What Kim found, prioritized opportunities, tool recommendations, and specific next steps

Time Commitment From You:

  • • 60-minute kickoff call
  • • Provide access to your systems
  • • That's it - Kim does the rest
RECOMMENDED

Option 2: Audit & Quick Wins

Perfect if you want immediate relief AND a clear picture of what's possible.

Everything in Option 1, PLUS:

Week 2: Quick Wins Implementation (5 hours)

  • Kim fixes what can be quickly and easily solved during the sprint
  • You get immediate relief from your biggest pain points
  • Plus you get to see Kim's work quality before committing to a larger project

Ongoing Support

  • 30 days of access to Kim for questions after report delivery

What You Walk Away With:

  • ✓ Everything from Option 1
  • ✓ Pain points fixed - The stuff that can be solved quickly, done
  • ✓ Proof of what's possible - See the difference thoughtful automation makes
  • ✓ 30 days of support - Questions answered, guidance provided

What This ISN'T

This isn't a full infrastructure buildout or a detailed blueprint for rebuilding your entire operation. It's focused on clarity and quick wins - giving you immediate relief and a clear picture of what's possible if you decide to invest more deeply later.

Why Two Options?

Choose Option 1 if:

  • You have a technical team member who can implement recommendations
  • You're still evaluating whether to invest in automation
  • You want to start gathering information while you consider your options
  • Budget is tight right now but you need to understand the landscape

Choose Option 2 if:

  • You want immediate relief, not just recommendations
  • You want to see Kim's work quality before committing to a larger project
  • You value having support during implementation of the recommendations
  • You're ready to start solving problems now

Next Steps

Ready to get started? Book a quick call to discuss which option makes sense for your situation.

Questions? Click the button above to send an email to Kim