Free audit checklist
12 processes your team still does by hand.
A ten-minute audit. Score your stack against the 12 manual processes I get hired to remove most often, with what each one costs per year and the specific build that removes it. Written from 35+ CRM and automation projects, not from a template.
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What the audit covers.
Data entry
Leads from email and web forms, business cards from events, and attachment data that someone still types in by hand.
Sales admin
Quote, order, and invoice re-entry, quotes nobody chased, hand-written follow-ups, and leads assigned one at a time.
Data hygiene
Duplicate contacts merged by eye and deal stages that live in WhatsApp threads instead of the CRM.
Reporting
The Monday pipeline report and every CSV export built to answer a single question.
Every row has the same shape: the process, what it typically costs, and the workflow, integration, or AI build that removes it. Several come straight from projects on this site, including the quote-to-invoice pipeline and the WhatsApp-to-CRM build, so you can check the receipts before you trust the advice.