Every engagement begins with a founder session in Bangalore or over video. The goal is not a slide deck. It is a ranked list of leaks with owners, hours lost, and automation candidates.
Section 1: Revenue intake (20 min)
- Where do leads enter? List every channel and average response time.
- Who owns first touch after hours?
- What percentage reach a qualified conversation within 24 hours?
Section 2: CRM and handoffs (20 min)
- Walk one deal from lead to close. Where do notes die?
- Duplicate rate and stale-stage count on open pipeline.
- Marketing vs sales definitions of "qualified."
Section 3: Operations drag (25 min)
- Top three weekly tasks that require copy-paste between systems.
- Exception handling: who gets paged when something breaks?
- Production or fulfillment handoffs if applicable.
Section 4: ROI framing (25 min)
- Hourly cost of roles doing manual work in sections 1–3.
- Revenue at risk from latency or dropped leads.
- Build vs buy threshold for your team size.
Within 48 hours you receive a phased roadmap: quick wins (usually voice intake or CRM sync), medium-term integrations, and optional custom agents.
An audit should end with math, not hype.
Ready to run this on your business? Book the free 90-minute audit or contact us directly.