This is what day 14 looks like.
$85,200/yr
77
30
11
Kickoff
owner walkthrough, access, goals
Team sessions
recorded, person by person, every handoff mapped
Pricing the leaks
every finding costed in the client's own rates
The walkthrough
findings, blueprint and priorities, presented live
How the business actually runs. Every step, every handoff.
Three platforms bolted together with a spreadsheet in the middle. Every deposit meant a seven-step manual checklist across four tools. The map is where the owner first saw the whole operation on one page.
77 findings. Every one priced in their rates.
Not “you could be more efficient”. Line items, with the maths shown. Here are the five biggest.
“I was just trying to update the invoice. That's all I was trying to do. And it turned into a 20-minute job.”
Staff member · catering company, owner-led
- Manual data entry across the disconnected tools$47,450/yr
- Missing automation, including a 7-step manual deposit checklist across four tools, daily$22,750/yr
- Upsell revenue never captured: one post-event email, no follow-up at all$15,000/yr
- Duplicate work, including packing lists that are never fully right and get double-checked by hand$7,800/yr
- Communication gaps, including run sheets printed on paper and stuck on the kitchen fridge$1,300/yr
Where the $85,200 hides.
The audit surfaced 77 findings across 11 areas of the business, from lead acquisition through quoting, event fulfilment, rostering and bookkeeping. The quantified slice came to $85,200 a year and 30 hours a week. Manual data entry across the disconnected tools was the biggest line at $47,450 a year. Missing automation, including that daily deposit checklist, added $22,750. And $15,000 a year of upsell revenue was never captured, because the follow-up after an event was one email and nothing more. Even updating a single invoice had turned into a 20-minute job.
What we told them to build.
The blueprint connects the tools so data gets entered once, not three times. It automates the deposit checklist and the invoice sync, so a booking change stops turning into a 20-minute job. It builds a real post-event follow-up and upsell sequence in place of the single email, so the repeat revenue that was quietly leaking starts getting captured. And it cleans up how packing lists and run sheets get generated, so nobody is double-checking paper stuck on a fridge before the chefs can start their day.
- Process map
- Findings & waste analysis
- Solutions overview
- Priority matrix
- Strategic approaches
- Transformation roadmap
This client’s full story: the catering case study →
Yours looks like this, with your numbers in it.
Free 30 min · 3× the fee in findings, or the full audit is free