The 90-minute operational audit checklist
We do not start with models. We start with how work actually moves. This is the checklist we use before recommending any Halveron build.
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.
