The systems audit: what happens after the call
What follows the free audit: scope, fixed price, build, edge-case QA and a documented handoff. The full path.
Nikolas Gannon · · 1 min read · Automation
The free audit is step one. Here is the full path, so there are no surprises.
Step 1: The audit
Fifteen minutes. The repeated step is named, mapped onto your tools, and ranked against the others.
For a deeper look, see Automation ROI: how to calculate it.
Step 2: Scope
If a workflow is worth building, you get a written scope: what triggers what, where data lives, what happens on failure, and a fixed price. Nothing is built before you approve.
Step 3: Build
The workflow is constructed in your accounts, on your stack, with check-ins.
Step 4: Edge-case QA
The failures are tested: missing fields, duplicates, disconnected tools. Not just the happy path.
Step 5: Handoff
Runbooks, training and a named owner on your side. You can run it without me, and you own everything.
The promises
Fixed price before work. Built in your accounts. Documented at the end. No dependency on me to keep it running.
The honest note
The point of the process is that the end state is known before the start. That is what makes the work predictable, and it is the standard every build follows.
If you want to start the path, the free audit is the first step.
Free resource: Workflow automation audit workbook
Free resource: Software bill review checklist
Read next: The proposal timeline: from scope to handoff · The free audit: what it actually includes · Trades and home services automation: the jobs loop
Questions
What happens right after the audit?
If a workflow is worth building, you get a written scope and a fixed price before any work.
How long does the build take?
A single workflow is live in 5 to 7 business days.
What do I get at the end?
The workflow, the documentation and the training. You can run it without me.