Workflow Audit
For businesses that know admin is costing time but not what to fix first.
The paid Workflow Audit after the first conversation. We map the current process, find the admin leak, rank the automation opportunities, and tell you what not to build yet.
Start with the call, not the audit invoice.
The free conversation checks whether a paid Workflow Audit is useful. A separate Workflow Audit is not required for every project.
- 1Free conversationFree
- 2Investigation if usefulOptional, priced separately
- 3Scoped next stepPrice agreed in advance
Use this when there is enough to investigate
The first conversation showed admin is costing time, but the best automation is not obvious.
Your team has more ideas than budget and needs a sane order of attack.
You want an implementation proposal before committing to a build.
You need the process map to be useful even if Fairlight does not build the automation.
Where the manual work hides
The repeated steps sit in inboxes, spreadsheets, and chat threads.
The team has automation ideas, but no order based on hours and cost.
Previous template-based attempts broke when edge cases appeared.
Nobody has named the master record, the owner, or what should happen when a step fails.
What you can use after the audit
A map of what starts the work, where the data lives, who it passes to, and who owns it.
A ranked opportunity list based on time recovered, complexity, return, and failure risk.
A direct build, fix, or wait recommendation before implementation is proposed.
A proposal for the highest-value automation when the numbers support it.
Audit deliverables
A scoped Workflow Audit with concrete outputs you can use internally, hand to another builder, or ask Fairlight to implement.
Current-state workflow map for the process as it actually runs
Automation opportunity scorecard with value, complexity, and risk ranking
A worked sum of hours recovered, likely tool cost, and build complexity
Tool and connection recommendation tied to the workflow, not a preferred platform
Risk notes, fallback plans, and failure-alert ownership
Build, fix, or wait recommendation
Implementation proposal after the Workflow Audit when a build is justified
Lead tracking sheet design when intake is in scope
How the Workflow Audit runs
- 1
Map the real workflow
We write down what actually happens. That includes what starts the work, where the data lives, who it passes to, and the odd cases the official process leaves out.
- 2
Test whether it pays back
Each automation candidate is scored for hours recovered, build complexity, tool cost, failure risk, and likely return. A single workflow that costs 5 hours a week is worth $15,480 a year at the ABS professional labour rate. The audit checks whether your workflow really has that volume.
- 3
Choose build, fix, or wait
You get a clear recommendation. Sometimes that is a build. Sometimes it is process cleanup first. Sometimes the useful answer is not yet.
When to skip the paid audit
Do not move to a paid audit if the process changes every week, nobody owns it, or the work is too rare to pay back. Stabilise the workflow first. A useful no can save more than a rushed build.
- Workflow Audit fee
- Proposal after a free conversation
- Timeline
- Agreed after scoping
- Decision
- Build, fix, or wait
- Example maths
- 2 hrs/week x $300/hr = $31,200/year
Workflow Audit questions
What happens after the Workflow Audit?
You can use the Workflow Audit internally, ask another provider to build from it, or ask us for the implementation. The output is designed to be useful even if Fairlight does not do the build.
Do you need access to our systems?
For the audit, usually no. Screenshare, process notes, and sample records are enough. We may ask for read-only examples if the workflow is unusually complex, but the Workflow Audit can often run without direct system access.
How is the Workflow Audit priced?
We price the Workflow Audit in a written proposal after the free conversation. The fee depends on how many people, tools, and odd cases need to be mapped. You see the scope and price before any paid work starts.
What if the audit says not to automate yet?
That is a valid result. The recommendation might be to write the process down, name the owner, clean up the source data, or wait until volume increases. That is still useful because it avoids paying for a build that would not hold.
How does the audit show whether it pays?
We show the maths. For example, 2 hours a week at a $300 hourly value is $31,200 a year before tool and build costs. The Workflow Audit checks whether the workflow has enough volume, stability, and value to justify a build.
Book the free conversation first.
The Workflow Audit comes after a free conversation. We check whether there is enough volume and consistency to justify a paid mapping exercise.
Related services
Turn enquiry forms, emails, and calls into clean records, assigned tasks, welcome messages, and follow-up reminders without copying data between tools.
Replace hand-built reports and follow-up from memory with scheduled automated reporting and overdue alerts. They run without you starting them.
Generate first-draft documents from templates and workflow data so your team edits instead of starting from a blank page.
How to prepare your business for a workflow audit checklist
Prepare for a workflow audit by choosing a process, the people involved and a real example of the work. Learn what to bring and what the audit delivers.
Read the guide