A 45-minute working session to map your operations, identify every automation opportunity, and hand you a written roadmap — so you know precisely what to build and why.
Pay by invoice after booking · No lock-in
Everything you need to make a confident, informed decision about where to invest in automation.
A structured video call where we walk through every area of your operations — customer workflows, staff processes, admin tasks, reporting, communications, and more. No homework required. Just talk us through how your business works today.
A written document cataloguing every automation opportunity identified during your session. Each one is described clearly — what it does, what triggers it, and what system it connects to. Your blueprint for the next 6–12 months.
For each automation opportunity, we estimate the hours saved per week and the rough cost to build it. You'll see the ROI picture clearly — which automations pay for themselves in weeks, and which are longer-term strategic plays.
Not everything needs to be built at once. We identify the top 3–5 automations you could implement immediately — sorted by impact and ease of implementation — so you know exactly where to start.
Simple, fast, and requires nothing from you except 45 minutes of your time.
Email us to book your session. We'll confirm a time and send a short pre-call questionnaire — takes 5 minutes to complete and helps us use the 45 minutes as efficiently as possible.
Day 0We walk through your operations together on a video call. We ask the right questions, you tell us how things work today. We take detailed notes and identify every automation opportunity in real time.
Your scheduled dateWithin 3 business days of your call, your written Automation Roadmap lands in your inbox — complete with savings estimates and your prioritised quick wins list.
Within 3 business daysNot sure if you're a fit? Email us — we'll give you an honest answer.
No — we work with any Australian business that has repetitive manual processes. Xero is one tool we connect to regularly, but automations can span any combination of software your business uses: email, spreadsheets, CRMs, industry platforms, and more.
Nothing formal. We'll send a short pre-call questionnaire (5 minutes) to help us understand your business. On the call itself, just be ready to walk us through a normal week — we'll ask the right questions.
As a written PDF document, emailed to you within 3 business days of your discovery call. It includes all four deliverables — the full roadmap, savings estimates, and your prioritised quick wins list.
Not formally, but we take it into account when scoping build projects for clients who engage us afterwards. We want the Audit to feel like genuine value — not a sales pitch dressed up as a service.
That's completely fine — the Roadmap is yours to use however you like. We write it in plain language so that any competent developer or automation agency can pick it up and run with it. No dependency on us.
If you complete the discovery call and we can't identify at least 3 legitimate automation opportunities for your business, we'll refund you in full. No questions asked. We've yet to need to do this.
Book your AI Operational Audit and walk away with a clear, written plan for exactly which processes in your business should be automated — and what it would save you.
Book your Audit — $750 AUD →Email us to book · Pay by invoice · No lock-in