Operations, Data & AI Audit
End-to-end diagnosis of where leads, hours, and money leak. Includes an AI-readiness check.
You can feel that the operation leaks - leads that don't convert, hours lost to manual work, reports that don't agree. You just can't see where, or what it's costing you. Guesswork is the most expensive thing on the books.
We trace the whole operation end to end - tools, handoffs, data, and the numbers leadership actually needs - and put a figure on each gap. You leave with a costed, prioritized picture of what's broken and what to fix first.
What the audit hands you. Yours to keep.
A prioritized action plan, not a slide deck. At the end of the audit you receive a written report with: every gap identified, ranked by revenue impact; a cost-to-fix estimate for each item; and a recommended order of work, so you fix the right things first.
Most clients use it to make the case internally for budget. Some use it as a procurement brief. A few realize the fix is simpler than they thought and act on it the same week.
The audit covers three layers - operations, data, and AI readiness. Each produces a costed gap report. Includes an AI-readiness check: whether your data and process could support AI today, and what has to be fixed first.
If your front desk platform is the worry, start with the instance. We review the instance as it actually stands - views, triggers, automations, macros - fix the quick wins while we're in there, and hand back a ranked list of the rest.
Missed calls from 43% to 6-7%.
A UK self-storage operator came to us missing 43% of inbound calls and sitting on thousands of unresolved tasks. Leadership had no visibility into why.
The audit put a number on every leak and set the order of work. We rebuilt the processes first, then put an AI voice agent on the first call. Missed calls fell from 43% to 6-7%, and leadership saw real performance data for the first time.
Before you book.
Typically two to three weeks from kick-off to report. Larger multi-location operations may take slightly longer.
We'll send a short pre-audit questionnaire. Mostly access to your current tools and a couple of hours with your ops lead.
You own the report outright. Some clients act on it themselves. Most ask us to implement - which we're happy to do, but it's never a condition.
Often the known problems are symptoms of something deeper. The audit is how we tell the difference - and make sure we fix the root, not just the visible leak.
One call on your operation. No pitch.
45 minutes with Aaron. Bring the problem that's costing you the most. You leave with a view on what to fix first, whether or not you hire us.