Free Audit →
// playbook.audit

The 12-Step AI Automation Audit.

The same first-pass we run on every new engagement — five categories, twelve concrete checks, one PDF you can run yourself before our next call.

Companies that run this checklist before talking to us close roughly 2× faster. Most because they walk in already knowing where the leak is.

▸ 01 // LEAD_RESPONSE
How to find the gap between your form fill and your first human contact (most teams are losing 60% here).
▸ 02 // PAPERWORK_TAX
A 7-question test for which manual workflows are actually automatable today (vs. fashionable to automate).
▸ 03 // DORMANT_LIST
The 4-step audit to surface the six-figure pipeline already sitting in your CRM.
▸ 04 // FOLLOW_UP_GAP
Why touches 5–12 close 80% of deals and what most reps systematically miss.
▸ 05 // REPORTING_DEBT
How to replace 14 dashboards with one Slack brief that the team actually reads.
// playbook.request

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