Process Review

I spend a few days in your business watching how the work actually moves, then hand you a written list of what should be automated, what it's costing you now, and what to do first.

Enquire about a Process Review Prefer something lighter? Try the free Process Scan

Why a conversation isn't enough

Most automation projects fail at the scoping stage, because they're scoped off a conversation. The owner says where he thinks the time goes, and he's wrong. That's not because he's careless. Nobody can see their own business from the inside.

So I come and watch.

What I actually do

I spend a few days on site, following the work: the estimator pricing a job, the dispatcher with four tabs open, the person who retypes the same purchase order into three systems. I sit with the people who do it, not just the people who describe it. That might be at the desk, on the floor or in the truck, wherever the work happens.

It isn't a workshop, a questionnaire, or a Zoom call with a deck at the end.

What you get

A written list:

  • Every process worth automating
  • What each one is costing you as it stands
  • What it would take to fix
  • Which one to do first

If something isn't worth doing, it says so. Sometimes the answer is a process change and a cheap scanner, and I'll tell you that too.

If you want to go further, I can help your team adopt AI tools you may already own, like Copilot, Claude or Grok, with training and guardrails, or build a dashboard on your data. That's quoted separately.

How the fee works

The fee is fixed and quoted before I start. You'll know the number before I set foot in the building.

It's tiered by the size of the business. A twenty-person firm isn't paying what a two-hundred-person firm pays.

You can stop after the review. It's not a retainer and it doesn't commit you to a build.

Who this is for

It's for owners, founders, presidents and general managers of Ontario businesses with roughly 20 to 200 staff and the name still on the door, whose own week is being eaten by work that shouldn't be manual.

It fits especially well in quoting-heavy or dispatch-heavy work: construction, engineering, transport, manufacturing and wholesale. It also fits if you've been hiring admin and coordinator roles just to keep up.

It's not a fit if you have fewer than about ten staff, you're shopping for the cheapest option, you want a strategy document with no build attached, or you need something live next week.

Not sure yet?

Start with the free Process Scan. It takes thirty seconds and sends you a report by email, with no call. The Process Review is the paid next step when you want the real answer.

Start the free Process Scan

Common questions

Why am I paying for an assessment?
The alternative is a free discovery call where I guess, then quote you for a build scoped off a guess. Paying for a few days of looking properly is cheaper than paying for the wrong build.
Can't you just do this over a call?
No. That's the point of it. On a call you tell me where you think the time goes. On site I watch where it actually goes, and it's never quite the same thing.
What if you find nothing worth doing?
Then I tell you that, and you've spent the fee to find out your operation is tighter than you thought. That's a real answer, and it's cheaper than a build you didn't need.
I can't have someone following my staff around.
Fair. It's less intrusive than it sounds. I'm sitting beside people while they work, not standing over them with a clipboard. Most staff end up glad someone finally asked why the job is so annoying.
How much does it cost?
It's tiered by the size of the business and quoted as a fixed fee before anything starts. Get in touch and I'll give you the number.
We're not ready for AI.
This isn't an AI project. It's someone watching how your business runs and writing down what's wasting your week. Some of the answers involve software, and some involve a process change and a cheap scanner.
How do I know you're any good?
That's a fair question for a business this new. I'll show you something working on the first call: software, not slides. Judge it on that.
Can we skip to the build?
You can, if you already know exactly what you want built. If you're not certain, the Process Review is what stops you paying for the wrong thing.
Process Review

Enquire

Tell me a bit about the business and what's eating the week. I'll come back and tell you whether a Process Review fits, with a fixed fee if it does.

Enquire about a Process Review