Stream 03 · Service
Automation Audit & Rebuild
For teams with automation that exists but is fragile, undocumented, and hard to trust. I audit the full stack, identify the failure points, and rebuild it on a stable, documented foundation.
What you get
Same offer as the homepage workstream — for teams that need the stack mapped before committing to a sprint or rebuild.
- Full audit of existing automation stack
- Risk and dependency mapping
- Prioritised rebuild roadmap (quick wins + long-term)
- Rebuilt workflows with spec-driven documentation
- Cost reduction analysis (API calls, tool subscriptions)
Best fit
When to start here
- Teams with Make, n8n, Zapier, ClickUp, Sheets, CRM or reporting workflows that no one fully owns
- Founders who know operations are leaking time but need the first fix scoped before a sprint
- Teams before a larger systems rebuild, CRM migration or ops foundation sprint
Audit outputs
- Workflow map — where work enters, stalls, and which tools touch it
- Risk review — fragile automations, API dependencies, schema drift
- Fix roadmap — ranked by time saved, revenue protected, and handover risk
Evidence
Relevant delivery evidence
Outcomes from CRM rebuilds, contract automation, and infrastructure work — the same proof shown on the homepage case studies section.
- 80%reduction in lost leads after CRM rebuild
- 2+hours per day saved on contract fulfilment automation
- 50+processes automated across Salesforce, ClickUp, Make and n8n
- 17phase n8n infrastructure rebuild with production hardening
If the audit surfaces a single high-value leak, the 10-day AI/Ops Automation Sprint is often the right next step. See case studies for full write-ups.
Not sure whether to audit or sprint?
Send the workflow stack and where work breaks down. I will recommend audit, sprint or foundation work based on what is actually fragile.
Get a recommendation