Work out where manual admin costs you most
Six questions about intake, billing, documents and follow-up. No email gate, and you get a suggested next step rather than a sales call.
Resources
Look before you commit.
Every tool and example here is free and needs no email address. They exist so you can judge the work before deciding whether to pay for any of it.
Talk about your businessTools and examples
Start with the question you already have.
Each item below answers one specific question. None of them require you to get in touch first.
Put one workflow through the numbers
Estimates annual manual-admin cost, likely recovered value and simple payback. It uses your inputs, and it will tell you when a workflow does not pay back.
See what a Workflow Audit actually produces
A full sample output: current-state map, opportunity scorecard, risk notes and a recommendation. Useful for judging whether the paid step is worth it.
Decide whether to build, fix or wait
Screens a workflow against repeatability, ownership, tool readiness and cost. Includes the cases where the honest answer is not yet.
See three workflows mapped end to end
Intake, onboarding and handoff, and billing follow-up. Each shows the manual version, the changed version, and where a person still decides.
Compare two labelled scenarios
Modelled intake and billing scenarios with the maths shown and the assumptions named. These are scenarios, not client results.
Understand the optional paid step
What gets mapped, what you receive, how ROI is tested, and what happens when the recommendation is to wait.
Prefer reading? The guides cover the decisions behind these tools, including the cases where the right answer is to leave a process alone.
How to use these
A sensible order.
- 01
Start broad
Take the admin drag quiz to see which kind of manual work costs you most, or use the fit check if you already have a workflow in mind.
- 02
Test the numbers
Run that workflow through the savings calculator. If the payback is weak, stop there. That is a useful result.
- 03
See the shape
Read the examples or the sample audit to understand what a mapped workflow and a recommendation actually look like.
- 04
Then talk
If the numbers hold up, bring the workflow to a free conversation. If they do not, you have saved yourself a project.
Next steps
Bring the messy version.
Tell us what is happening. We will say whether we can help, and whether a project is worth it.