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Process audit

Process audit: what to automate first, and how many hours it saves

In 2 weeks · 3 sessions with your team I map how your team actually works, measure where the hours go and hand you an automation plan ranked by impact and effort. Fixed price, paid online.

€1,500 + VAT

If you hire me for an implementation project within 15 days of receiving the report, the full audit fee (€1,500 + VAT) is credited against it. In practice, the diagnosis costs you nothing.

The problem

  • You know your team loses hours to repetitive work, but not how many or where.
  • You tried an AI tool on your own and it ended up as a demo nobody uses.
  • Your processes live in two people's heads, spread across emails, spreadsheets and Slack messages.
  • You have been quoted five-figure projects and cannot tell whether you need them.

Before and after

Before (manual) 1. Gut feeling about what to automate 2. Trying tools one by one 3. Pilots nobody adopts 4. Back to doing it by hand BEFORE 4 · manual Gut feeling about what to automate Trying tools one by one Pilots nobody adopts Back to doing it by hand
After (automated) 1. Map of the real process, with times 2. Plan ranked by impact and effort 3. First quick win up and running AFTER 3 · automated Map of the real process, with times Plan ranked by impact and effort First quick win up and running
From trying tools blind to a plan with numbers.

What I do

  1. 01

    Session 1 · The real process

    With the people who do the work, not just management. We walk through each process step by step, including the exceptions and the shortcuts.

  2. 02

    Measurement between sessions

    I review your tools (Zendesk, CRM, spreadsheets, ERP) and estimate real volumes and times: how many tickets, invoices or orders, and what each one costs.

  3. 03

    Session 2 · Bottlenecks

    I show you where the time goes, what can be automated with AI, what only needs simple rules and what is better left alone.

  4. 04

    Session 3 · Plan and priorities

    We go through the ranked plan and the first quick win, which your team can often put in place itself that same week.

What the report looks like

A short, actionable document, not a PDF to file away. Each automation opportunity comes with three numbers: hours per month it consumes today, estimated effort to automate it and which tool would solve it. That way you decide with figures what to do first, with whom and how much to invest.

If you then want me to build it, the plan becomes the scope of the AI implementation project, and the audit fee is credited. If you would rather your team start on its own, AI training is the natural next step. For a real example, see how an audit at an electrical supplies distributor led to a small, fully credited implementation.

What you get

  • A map of your main processes: how they work today and how they would work after
  • Bottlenecks with the estimated hours per month each one costs
  • Automation plan ranked by impact and effort, with estimated cost
  • Tool recommendations: what to use, what is surplus and what is missing
  • One documented quick win you can start on without waiting for anyone
  • Written summary of the 3 sessions

Who it's for

  • SMB owners with no technical team who want to start with AI without breaking anything.
  • Companies of 5 to 200 people with back office, support or sales processes still done by hand.
  • Teams that want an outside view before committing a large budget.

Who it's not for

  • If you want an 80-page report to present to a board.
  • If you already know exactly what you want to automate: go straight to implementation.
  • If the people involved cannot set aside three 90-minute sessions.

What is doing it by hand costing you?

Three figures and one minute: what your company pays each month for repetitive work done by hand, and how quickly automating it pays for itself.

Work it out in 1 minute →

Price

Process audit

€1,500 + VAT

  • 2 weeks · 3 sessions with your team
  • Report with process map, bottlenecks and ranked plan
  • Full fee credited if you go on to implementation within 15 days
  • Card payment online, VAT invoice included
Buy now · Process audit

Secure payment via Stripe. You receive a VAT invoice.

Questions before you buy? Book a call

Prices exclude VAT.

FAQ

When do we start after payment?

I get in touch within one working day to book the first session. We usually start that week or the next.

How does the credit work if we then hire the implementation?

If you hire me for an implementation project within 15 days of receiving the report, the full audit fee (€1,500) is deducted from the quote. It appears as a discount line on the quote.

Who needs to attend the sessions?

Whoever makes the decisions and, above all, the people who do the work every day. Two to four people is usually enough.

What if the conclusion is that automation is not worth it?

Then I will tell you so. Sometimes the improvement is reordering the process or simply stopping doing something, with no new technology. That is a good outcome too, and it saves you a project you did not need.

Do I need to give you access to my tools?

It helps, but read-only access or a screen-sharing walkthrough is enough. We can sign an NDA and a data processing agreement if needed.

Are the sessions remote?

Yes, by video call, in English or Spanish. If your company is in Barcelona, the first session can be in person.

B2B distribution

-32 h/month of order entry typed into the ERP

A distributor stops retyping orders: from email to ERP in 2 minutes

The process audit found the bottleneck: two people keying orders that arrived by email and PDF into the ERP by hand. A small implementation fixed it in three weeks, and the audit fee was credited.

Other services

AI implementation

from €3,000 + VAT

Automations and Claude agents connected to your tools. Handover training and 30 days of support included.

Zendesk administration

from €500/month + VAT

A Zendesk admin you can rely on: triggers, macros, views, reporting and AI in support. No lock-in.

AI training for teams

€900 + VAT per session

Half a day with your ops or support team. Real use cases, and 2–3 working automations by the end.

Which process would you like to stop doing by hand?

Walk me through it on a 30-minute call. I'll tell you whether it can be automated, how much time it would save and where I'd start. No strings attached.