AI & Automation Audits

Why Most Teams Aren’t Getting Full Value from Their Tools

Many B2B service companies invest in automation and AI — but only scratch the surface of what’s possible. Tools like HubSpot, Make, Zapier, and even ChatGPT are often underutilised or poorly configured, leading to fragmented processes and unrealised ROI.

Here’s what we commonly see:

• Overlapping tools creating silos and duplicated effort
• Manual workarounds propping up broken processes
• Lack of visibility into automation performance or coverage
• Teams unclear on what automations exist, or how they work
• No clear framework for scaling AI responsibly and effectively

Without a clear audit, you're flying blind — wasting time, money, and energy.

The Benefits of an AI & Automation Audit

An audit isn’t just about documenting what’s broken. It’s about surfacing hidden value and laying the foundation for smarter systems. Here’s what our audit delivers:

✅ Clarity on what’s working and what’s not
We map your current automations, workflows, and tools to show where value is being created — and where it's being lost.

✅ Uncover hidden inefficiencies
From duplicative data entry to multi-step manual processes, we identify where automation can save time and reduce error.

✅ Optimise tool usage
We evaluate your tech stack — tools like HubSpot, Airtable, Make, Zapier, Notion, Google Workspace and more — and show how to get more from them, or where to consolidate.

✅ AI-readiness score
We assess your business operations and data hygiene to determine where generative AI and smart agents could plug in.

✅ Actionable next steps
You’ll receive a prioritised list of improvements — quick wins, medium-term upgrades, and long-term opportunities — to guide your next move.

Our Audit Process

We take a structured approach to help you identify where automation is already helping — and where it’s holding you back.

1. Discovery & Access

We conduct stakeholder interviews and gain read-only access to your systems. We want to understand how your team operates, where pain points exist, and how your tools are set up.

2. Workflow Mapping

We document your current automations and manual workflows across departments (e.g. onboarding, support, marketing ops, service delivery). This includes both documented and “in someone’s head” processes.

3. Tool Stack Evaluation

We audit your systems and integrations to identify redundancy, gaps, or inefficiencies. We also highlight underused features in your existing tools that could offer quick wins.

4. Automation Performance Review

If you’re already using tools like Make, Zapier, or internal scripts, we review logic, error rates, reliability, and performance to ensure systems are robust and scalable.

5. AI Opportunities Report

We assess where AI — from GPT-powered agents to document summarisation or smart email handling — can plug into your workflows for real gains.

6. Strategic Recommendations

You’ll receive a clear, actionable report with identified risks, automation maturity scoring, and step-by-step recommendations for improvement.