What makes a strong first audit
- One workflow with visible pain, not a whole-company transformation ask
- A business owner, GM, or ops lead who feels the cost directly
- Real tools already in place and a team that knows the current rhythm
- Clear lines around what cannot be automated without approval
Best starting workflows
- Estimate and proposal follow-up
- After-hours callbacks and next-day office cleanup
- PM-to-office handoffs
- Billing reminders and collections nudges
- Daily owner visibility and morning briefing