Systems & Process Audit

Map your current tools, manual processes, and pain points before scoping a custom build. Find automation opportunities and prioritize what to build first.

Current Tools Inventory

List every tool your team uses. Include free tools, spreadsheets, and even paper processes.

Tool Name	Purpose	$/mo
	Communication
	Project Management
	CRM / Sales
	Accounting / Invoicing
	Payment Processing
	Email Marketing
	File Storage
	Scheduling
Total monthly tool spend		$______

Manual Processes

List tasks that are done by hand, in spreadsheets, or via copy-paste between systems.

Process	Who Does It	How Often	Time Each	Error Rate
Invoice generation
Report creation
Data entry / transfer
Client onboarding
Scheduling / dispatch
Inventory tracking

Data Sources

Where does your data currently live?

e.g., Google Sheets, QuickBooks, email threads, paper files, SaaS dashboards

What data needs to be centralized?

Any data that needs to be migrated into a new system?

Pain Points & Bottlenecks

What takes too long?

What causes the most errors?

What do your team or clients complain about?

What's costing you money due to inefficiency?

Automation Opportunities

Based on your pain points above, rank what could be automated.

Process to Automate	Est. Time Saved	Complexity	Priority
		Low / Med / High	1-5
		Low / Med / High	1-5
		Low / Med / High	1-5
		Low / Med / High	1-5
		Low / Med / High	1-5

Quick Wins

High impact, low complexity

Strategic Investments

High impact, high complexity

Priority Matrix

Plot your automation opportunities on the grid below.

High Impact / Low Effort

DO FIRST

High Impact / High Effort

PLAN FOR

Low Impact / Low Effort

NICE TO HAVE

Low Impact / High Effort

SKIP

Recommended first project based on this analysis

Done With Your Audit?

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