The free 30-minute automation audit
Thirty minutes on a call. You walk me through how a job moves through your business, from the first enquiry to the money landing. I mark every point where someone is retyping, chasing or remembering something a system should handle. You leave with that map, whether or not you ever hire me.
What actually happens on the call
- You share your screen and open your CRM. Jobber, AccuLynx, JobNimbus, Housecall Pro, whatever you run. Nothing to prepare.
- We walk one real job end to end. Where the lead came from, who touched it, what got typed twice, where it sat waiting on someone.
- I mark the manual handoffs. These are the automation candidates. Usually there are more than owners expect, and the expensive one is rarely the one they came to talk about.
- We rank them by what they cost you. A missed call at 2pm on a Tuesday has a price. So does a quote nobody followed up. That ranking is the map.
- I tell you which ones are worth building, and which ones aren’t. Some problems are cheaper to solve with a process change than with software.
What you leave with
- A written list of the automatable points in your workflow, ranked.
- An honest read on which of them your current CRM can already do. Some of it you may be paying for and not using.
- A rough sense of build effort for the rest.
That is yours to keep. Take it to another developer if you like.
What a build costs, so you know before we talk
Most projects come in between $3,000 and $10,000, depending on how much has to be connected and how unusual the workflow is. It is a one-time build, and the price does not change with how many people use it: every admin, owner and crew member is included.
The call itself is free either way, and you keep the workflow map whether or not a build ever follows.
Who this isn’t for
If you are looking for someone to run your Google Ads, rebuild your website, or sell you a monthly subscription tool, this is the wrong call. I build custom automation that connects to systems you already own.
It also works best once there is a real workflow to map. If you are pre-first-customer, there is not much for me to look at yet.
What I need from you
- Admin access to your CRM during the call, so we can look at real records rather than talk in the abstract.
- A rough number of jobs per month.
- Thirty uninterrupted minutes. Not from the truck, ideally.
Common questions
Is it really free?
Yes. No charge and no commitment to buy anything afterwards. You get the workflow map either way. I do this because the call is also how I work out whether a project is a good fit for me.
Do I need to switch CRM?
No, and I would usually talk you out of it. The whole approach is building around the system your team already knows.
What if my CRM isn’t on your list?
Still worth the call. I have integrated ten of them and the patterns carry over; what varies is which events the platform actually exposes.
Already know exactly what you want built and just need a price? Send me the details and skip the call entirely.
Prefer email? ranauzair686@gmail.com. More about me and the work is on the about page.