01 · Find the friction
Walk through one real enquiry, quote or handoff. Identify the repeated work and the person responsible.
A focused first step
Business Systems Audit
CAD $199 to understand the repeated work before investing in another system.
Ask about a Business Systems AuditWhat we review
- Enquiries, sales, quotes and follow-up
- Customer communication, scheduling and invoicing
- Documents, reporting, repetitive administration and handoffs
What you receive
Business Systems Opportunity Report
- Observed workflow, bottlenecks and repeated tasks
- Opportunities, expected operational benefit and priority
- Complexity, one process map and recommended next action
- A 30-minute review
Scope and delivery
One business, one report and one 30-minute review. Target: three business days after complete intake and scheduling confirmation. No implementation or guaranteed savings.
Drafts may use assisted preparation. A person checks the information, feasibility and recommendations before customer delivery. The service can continue without AI.
02 · Agree on one improvement
Confirm scope, price, tools and acceptance criteria before changing a system. A clear problem may go straight to an implementation proposal.
03 · Test and hand over
Test the workflow, document it and measure the result. Add ongoing care only when it is useful.