What the audit report looks like
This is the format of the real deliverable, filled in for a fictional fabrication shop so you can judge the work before buying it. Your report is built from your hours and your rates, gathered during the two weeks.
1. Where the hours go
Each item is a task we watched someone do, timed against payroll cost. Items are ranked by what automating them is worth, not by how impressive the technology would be.
| Task | Time | Cost/yr | System | Priority |
|---|---|---|---|---|
| Quote requests answered from price book | 6.5 hrs/week | $14,300/yr | The Quote Desk | High |
| Follow-up on quotes quiet 7+ days | 3 hrs/week | $6,600/yr | The Chaser | High |
| Chasing unpaid invoices past net-30 | 2 hrs/week | $4,400/yr | The Chaser | High |
| Monday production and aging report | 4 hrs/week | $8,800/yr | The Monday Report | Medium |
| Re-keying orders between email and job tracker | 3.5 hrs/week | $7,700/yr | Custom build | Medium |
| Answering where-is-my-order emails | 2.5 hrs/week | $5,500/yr | The Intake Desk | Medium |
| Social posts and website updates | 1 hr/week | $2,200/yr | Content system | Low |
Total identified in this sample: about 22.5 hours a week, roughly $49,500 a year at this shop's loaded rates. A real report also lists what we recommend NOT automating and why, which in this sample was the estimator's tolerance judgment and anything touching stamped drawings.
2. The quick win, already running
Every audit implements one item before the report lands. In this sample it was the quote follow-up cadence: drafts written on day 3, day 7, and day 14 of silence, queued for the owner's approval each morning. The report documents what it caught in its first week so the recommendation arrives already proven on your own work.
3. The recommended order
Not everything on the map is worth building, and the report says so plainly. The sample recommendation was two builds in sequence (The Quote Desk first, The Chaser second) with [the Operations Watch](/services/managed-ai-automations) keeping both alive, and three items marked "not yet" because the payback was thin or the source data was too messy.
4. The numbers behind every number
The appendix shows the arithmetic for each line: who does the task, how long it took when we watched, what an hour of that person costs. Nothing arrives as a percentage pulled from a industry report. If a number is an estimate, it says so.
About the audit ($1,000 for the first three clients) All pricing
Want this map for your business?
Two weeks, a fixed price, and one quick win already running before the report lands. Would it help to talk through whether there is enough here for you first?