A discovery call shows you what's possible. The Process Audit tells you exactly what to build, in what order, and what return to expect — in a written report you keep regardless of next steps.
Over one to two weeks, we map your workflows end-to-end and identify the automation opportunities with the clearest ROI. No vague recommendations — specific systems, specific costs, specific expected outcomes.
Process Audit
£1,500
Fixed fee. Credited in full against your implementation if you proceed within 60 days. If you don't, you keep the report — no strings.
Everything is documented. You leave with clarity — not a conversation and a vague next step.
01
A clear visual and written map of your current workflows — who does what, when, using which tools. Most clients find this valuable on its own.
02
A ranked list of automation opportunities ordered by ROI and effort. We identify what's worth doing first and why — you're not spending £10,000 to save two hours a month.
03
For each opportunity: estimated time saved per week, salary equivalent recovered per year, and payback period. Concrete numbers, not "significant efficiency gains".
04
A plain-English recommendation of how each automation would be built — what tools, what integrations, what the system does step by step. Detailed enough for any developer to quote against.
05
A fixed-price implementation quote for each prioritised item. A number you can take to a board or budget holder. If you build with us, the £1,500 is deducted.
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The report is yours regardless of next steps. Take the recommendations to another developer, use them internally, or file them for next year. No lock-in.
Week 1 — Days 1–3
We start with a structured 2-hour kickoff session (remote or in-person). We walk through your business end-to-end: every process, every tool, every handoff. We ask the questions your team stopped asking because 'it's just how it's done.'
Week 1 — Days 4–5
We shadow key processes in real time, review existing documentation, and map the full workflow. This is where we spot the workarounds, the manual fixes, the Excel sheets that "just work."
Week 2
We analyse the workflows, identify automation opportunities, build the ROI models, write architecture recommendations, and produce the final report. Delivered as a structured PDF with a 30-minute walkthrough call.
We'd rather tell you it's not the right fit than take your money and deliver something of limited value.
Good fit
Probably not the right fit
No. The report is yours to take anywhere. If you choose to build with us, the £1,500 audit fee is credited against the project cost. If you go elsewhere or don't proceed, you keep the report with no obligation.
The discovery call is a free 30-minute conversation to understand your business and assess whether there's a clear automation opportunity. The Process Audit is a structured 1–2 week engagement that maps your workflows in detail, quantifies the ROI, and produces a written deliverable with specific build recommendations and fixed-price quotes.
Yes — most audits are conducted remotely via video calls and screen shares. If you're based in Derbyshire, South Yorkshire, Nottinghamshire, or nearby, we're happy to come in person for the kickoff at no extra charge.
The kickoff session is 2 hours. After that, we may need 30–60 minutes with specific team members. Total commitment is typically 3–5 hours across two weeks, worked around your schedule.
Skip the audit — book a discovery call and we'll scope it directly. The audit is most valuable when you're not sure where to start or want a comprehensive view of all opportunities.
The Automation Agency is not currently VAT registered, so £1,500 is the total fee with no VAT to add.
Book a 30-minute discovery call. We'll talk through your business, identify where there's an automation opportunity, and tell you honestly whether the Process Audit makes sense for you.