Remote workflow audit
The same workflow audit we do on-site in San Diego County, delivered remotely: a structured video walkthrough of how your work actually gets done, an async review of your tools and forms, and a one-page plan with your top 3 automation moves.
In San Diego County? The on-site audit is free — book that instead.
Why the remote audit isn't free
The free on-site audit works because driving to your office and spending 90 minutes in your operation is skin in the game — for both of us. Remote has no drive, so the $497 does that job instead. It filters for businesses that are serious, and every dollar of it comes back off your first project.
Pick a time, then send over what you use today — forms, tools, a screen recording if you have one. Takes you 20 minutes.
We walk your workflow the way we would in your office: intake, scheduling, quoting, billing, follow-up. You show, we map.
Three automation moves ranked by impact, with hours saved and what each costs to build. Yours to keep — run it with us or without us.
net cost if you build with us
The math
$497 comes straight off the project price. Implementation projects run $2,500–$6,000 fixed scope; packaged installs from $1,200 — same 30-day measurable-win guarantee either way.
Your move
Pick a time that works. Prefer email first? Tell us your business name, where you are, and what eats the most time.
Book the remote audit →[email protected] · (714) 975-6508