BARON DOSSBook a Free Review ↗

Know what to automate
before you pay to build it.

A fixed-fee review of how work actually moves through your business today — not a sales pitch. You get a written plan of what to automate first, in what order, and a fixed-price quote for the build, so the decision is easy either way.

A clear plan,
not a sales pitch.

I map how work actually moves through your tools today — intake, quoting, scheduling, documents, follow-up — and where the repetitive, manual steps are costing the most time.

You walk away with a written plan: what to automate first, in what order, and a fixed-price quote for the build. If you move forward, the audit fee is credited in full toward the project.

Workflow MapTool & Systems InventoryAutomation Opportunities, RankedFixed-Price Build QuoteWritten Report You Keep

The plan and report are yours to keep, whether or not you build with me.

Two prices.
No guessing.

A flat fee based on team size, not scope — since defining the scope is the point of the audit.

$950Teams under 25 people
$1,500Teams of 25 people or more

The audit fee is credited in full toward the automation or software build if you move forward.

01

Book a time

A short call to confirm team size and scope, so the fixed fee is set before we start.

02

Walkthrough

A working session covering how work actually moves through your tools today — intake, quoting, scheduling, documents, follow-up.

03

Written plan

A ranked list of what to automate first, the tools involved, and a fixed-price quote for the build.

04

Decide

Move forward and the audit fee is credited toward the build, or keep the plan either way.

Let's map
how work moves.

↗

Tell me roughly how big your team is and what's slowing things down. I'll reply within one business day to schedule the audit.

Dallas, TX · Remote engagements welcome

Sends straight to my inbox. I reply within one business day.

What do I actually get from the audit?+

A written report: a map of how work moves through your tools today, a ranked list of what to automate first, and a fixed-price quote for the build — something you can act on with or without me.

How is the audit priced?+

$950 for teams under 25 people, $1,500 for teams of 25 or more. It's a flat fee based on team size, not a scope-dependent estimate, since defining the scope is the point of the audit.

Do I have to build with you afterward?+

No. The plan and report are yours either way. If you do move forward, the audit fee is credited in full toward the build.

How long does the audit take?+

Typically a single working session plus a few days to write up the plan — usually delivered within a week of booking.

What if I just want the free review instead?+

The free 15-minute review is a quick conversation, not a written plan. If you want a documented audit of your workflows and a ranked plan to act on, that's what the paid audit is for.