Find the money and the hours, before you talk to anyone.

Six short steps, about ten minutes, on your tools and the work that eats your week. Your audit lands within 48 hours, read and reviewed by a person: what to cut, what your time costs, the exact off-the-shelf tools that fix it with real prices, a 30-day plan, and a straight answer on whether you need anything custom.

Most of it you can do yourself. The audit says so when that is true, and it reaches for tools you already pay for before anything new.

The business

What does the business do?

How many people work here, you included?

Roughly what does it turn over a year?

In your own words (optional)

What you pay for

Type the platforms you pay for under each heading, separated by commas. Skip anything that does not apply. Each one you add gets a short row for what it costs and how much it gets used, which is where the savings come from.

Email, chat and office platforms like Google Workspace and Slack

AI assistants platforms like ChatGPT and Claude

Automation platforms like Zapier and Make

CRM and sales platforms like HubSpot and Pipedrive

Email marketing platforms like Mailchimp and Kit

Booking and scheduling platforms like Calendly and Acuity

Forms and client onboarding platforms like Jotform and HoneyBook

Projects and docs platforms like Notion and ClickUp

Accounting and invoicing platforms like QuickBooks and Xero

Customer support platforms like Zendesk and Help Scout

Software made for your industry platforms like Jobber and Clio

Website, social and reviews platforms like Squarespace and Buffer

Anything else you pay for monthly platforms like Canva and Dropbox

How are most of these billed?

Do your tools talk to each other?

In your own words (optional)

Where the week goes

Start with the task that eats the most time. Add up to two more if you want them priced too.

Task 1

What kind of work is it?

What do you call it?

Minutes each time Times a week People doing it Their hourly cost

In your own words: walk me through the worst one, step by step (optional, but it is the answer that makes the audit yours)

How customers reach you

A new inquiry comes in. How long until they hear back?

How do people book with you?

How does getting paid work?

Do you ask happy customers for a review?

Do customers ask the same questions over and over?

In your own words (optional)

If something got built

How does the team use AI today?

It breaks at 4pm on a Friday. Who fixes it?

In your own words: what number would tell you this worked? (optional) If that worst task just ran itself tomorrow, what would change? (optional)

Where it goes

Your name

Business name

Email for the audit

Card handled by Stripe. Your audit arrives by email within 48 hours, after Keegan has read it, and this page links to it too. Your answers are used for this audit and nothing else. If anything goes wrong, reply to your Stripe receipt and it is sent by hand within the day.