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Operations Gap Audit

Diagnose first. Then we build the right agent.

1 week. We trace your operation end to end — every channel, every handoff, every after-hours gap — and surface the bottlenecks quietly costing you, including the ones you never knew were there. It isn't just leads, quotes, and reviews slipping out; it's the steps in between, where the loss hides until someone looks. Two deliverables: a 3-5 page Gap Map (operational findings + recommendations) and a 1-2 page Trust Stack Risk Snapshot (security exposures + remediation). Both documents are yours to keep. If you sign a build within 30 days, 50% of the audit fee credits toward it — the other 50% stays as payment for the diagnostic work.

// diagnostic-unit · 3 lenses · 7 days
// the instrument

Three lenses. Most audits use one.

Generic audits count leads and stop. This one also examines what gets said to your customers and where their data sits — the two places operations bleed quietly.

Where does a lead physically travel through your operation — and at which handoff does it fall?

  • Every entry point: web forms, calls, SMS, social DMs, walk-ins
  • Hand-offs between people, tools, and inboxes
  • After-hours and weekend coverage vs your actual demand curve

Evidence we pull — 90-day CRM export, call logs, form submissions — read-only access, nothing changes in your systems

Sample finding — the level of specificity you get
“14 of 22 after-hours calls reviewed had no callback note in the CRM. That cohort books at roughly half the rate of business-hours callers.”
// seven days

Signed to delivered in one week.

Day 0Sign + scheduleSOW signed, kickoff on the calendar.
Day 1Kickoff call60-90 min. Your operation, in your words.
Day 2Read-only accessCRM, call logs, reviews. We look, never touch.
Days 3-4Three-lens analysisHeads-down. All three lenses run in parallel.
Days 5-6SynthesisFindings become the two documents.
Day 7Walkthrough30 min. Every finding defended, every number explained.
// what you keep

Two documents. Yours, unconditionally.

Hand them to your in-house team, act on them yourself, or move forward with us. The diagnostic stands on its own — that's what makes it honest.

3-5 pages

The Gap Map

Every gap found, what it costs you per month, and the prioritized fix — specific enough that any competent builder could execute it.

1-2 pages

Trust Stack Risk Snapshot

Security findings in two registers: plain language for you, technical detail for your attorney, CPA, or whoever advises you.

// the mechanic

We don't sell free audits.

A 100% credit would make this a sales pitch with a refundable fee. Half the fee credits forward; the other half bought real diagnostic work you keep either way.

0%credits toward your build
50%pays for the diagnostic
credit window: 30 days from delivery
InvestmentOne fixed fee — quoted on the discovery call
Timeline1 week

What's included

  • 30-min discovery call (free) + 60-min deep-dive (paid)
  • Lead-flow audit across web, SMS, email, voice, social
  • Response-time baseline vs your vertical's cohort
  • Conversion drop-off map (where prospects stop)
  • 3-5 page Gap Map with prioritized agent recommendations
  • Trust Stack Risk Snapshot (security findings, owner + advisor versions)
  • 50% credit toward your AI department build if signed within 30 days

Best fit for

  • 01Prospects not ready to commit to a full AI department build yet
  • 02Businesses unsure which agent fits their bottleneck
  • 03Founders who want a paid, deliverable diagnostic before signing

Ready to get started?

A 30-minute call to discuss your case. No pitch, no commitment.

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