The automation audit
We look at how you work. Then we tell you what to automate.
From 1 to 1.5 hours at your business, up to a half day or a full day depending on the size of your team: we follow the work, from a customer’s first call to the invoice.
At the end, you know what to automate, what it can save you and what it takes.
The audit starts with a free 15-minute call.
15 minutes by phone · No commitment
What the audit looks for
The tasks that keep coming back, and that you push to the evening.
Quotes written after hours. Follow-ups that slip in the busy season. Work orders retyped. Invoices that go out late. A schedule coordinated by text. These are repetitive tasks: often the easiest to automate.
How it works
Four moments, from the first call to the report.
Step 1 : Discovery call
15 minutes · By phone
We ask about your week. If nothing is worth doing, we tell you.
Step 2 : Audit at your business
1 to 1.5 hours, up to a full day · Price given during the call
We follow the work with your team, from request to invoice. The audit is paid. If it finds nothing worth automating, you pay nothing.
Step 3 : Report
In writing
The automation options, from most to least rewarding, and a projection given as a range, with our calculations. The report is yours.
Step 4 : What comes next, if you want it
You decide
Nothing obliges you to continue. If you want, we install the chosen tools and train your team.
15 minutes by phone · No commitment
What we can install
Examples of what gets automated.
What fits your business comes out of the audit.
Quote follow-ups that slip
A text or email goes out on day 2, day 5 and day 10. It stops as soon as the customer replies.
The quote written in the evening
The customer fills in a form. The quote is prepared with your prices, and you approve it.
The work order retyped, then the invoice
The information is entered once and carries through to the invoice.
The missed call while you are working
The customer receives a text and you receive their request.
Forgotten appointments
The customer receives a reminder text the day before.
Emails that always need the same answer
A reply is prepared. You read it, then you send it.
Google reviews nobody remembers to ask for
The customer gets a text inviting them to leave a review.
An AI agent built for your business
It answers your customers or your team from your prices and procedures. You decide what it can say.
How we work
Safeguards, from the start.
We come to you.
The audit takes place at your business, with your team. Not remotely, not with a simple questionnaire.
Your numbers, not averages.
Every projection is calculated from your data, as a range, the cautious scenario first.
You stay in control.
You approve every automation before it reaches your customers.
We say no when it is no.
If nothing is worth automating at your business, we tell you.
FAQ
How much does it cost?
The 15-minute call is free. The audit is paid, and its price is given to you during the call, before any decision. After that, the price depends on what we find at your business.
How much of my time does it take?
Fifteen minutes by phone to start. The audit takes place at your business, from 1 to 1.5 hours, up to a half day or a full day depending on team size, with the people who do the work. After that, we do the installation and the training.
I already have software (QuickBooks, Jobber, a CRM). Is that a problem?
No. We start from what you use and connect the tools. A very old program with no connection can limit what is possible: if that is your case, the report tells you.
Does this replace my people?
It can. But most often, the goal is something else: growing without having to hire more people. Your team becomes more productive, and AI agents take on part of the work for them.
What if the audit finds nothing?
You pay nothing. If the audit is already paid and we find nothing worth automating, we refund you.
What happens after the report?
You decide. Nothing obliges you to continue with us.
Book
Let’s start with 15 minutes.
You speak with one of the two founders. We tell you plainly whether it is worth it for you.
15 minutes by phone · No commitment
9531-2666 Québec inc. · Registre des entreprises du Québec
