What You Will Get From Your Free Audit

This is not a sales pitch disguised as a consultation. You will walk away with a concrete, actionable report — whether you hire us or not.

Complete Workflow Map

We will document every manual touchpoint in your current process — every place a human is copying data, re-entering information, or acting as the bridge between two systems. Most businesses are surprised by how many hidden manual steps exist once someone maps the entire workflow end to end. You will see your operation the way an automation engineer sees it: as a series of triggers, actions, and data flows that can be optimized. This map alone is worth the call, because it reveals bottlenecks and redundancies you did not know you had.

Automation Opportunity Report

We will identify which workflows can be automated, ranked by impact. Not everything needs to be automated at once, and not every manual task is equally costly. We prioritize by looking at three factors: how many hours per week the task consumes, how error-prone it is, and how much downstream damage those errors cause. You will know exactly which tasks to automate first for the fastest ROI, and which ones can wait until phase two or three.

Custom ROI Projection

Based on your actual hours, error rates, and labor costs, we will calculate your projected annual savings with specific dollar amounts. This is not a generic "automation saves money" pitch. We will show you the math: how many hours per week you are currently spending, what that costs you in fully loaded labor, what your error correction costs look like, and what the total looks like when you eliminate all of it. Most businesses we audit discover they are spending $30,000 to $80,000 per year on work that can be fully automated.

Implementation Roadmap

A clear, phased plan showing how to roll out automation in your business — what gets automated first, what tools we would use, and how long each phase takes. We break implementation into manageable stages so you are never overwhelmed and you start seeing results from day one. Phase one typically covers the highest-impact workflow and can be deployed in as little as one to two weeks. Each subsequent phase builds on the last, expanding automation coverage across your entire operation.

How the Audit Works

Three simple steps. No homework on your end. No commitment required.

1

Book Your 15-Minute Call

Pick a time that works for you. No prep needed on your end — just be ready to walk us through your current workflows. We will ask targeted questions about where your team spends time on manual tasks, which tools you are using, and where things tend to break down or slow down. Think of it as a quick conversation, not an interrogation. We have done this hundreds of times, so we know exactly what to ask to uncover the biggest opportunities in your operation.

2

We Analyze Your Workflows

After the call, our team reviews your processes and identifies every automation opportunity. We map the data flow between your systems and design the optimal automation architecture. This is where our experience across hundreds of businesses pays off — we have seen nearly every workflow variation, every edge case, and every integration challenge. We do not just identify what can be automated; we design how it should be automated for maximum reliability and minimum maintenance.

3

You Get Your Custom Report

Within 48 hours, you receive a detailed report with your workflow map, automation recommendations, ROI projections, and implementation roadmap. The report is specific to your business, not a generic template. It includes the exact tools we would use, the specific workflows we would build, and the dollar amounts you would save. Whether you hire us or not, the report is yours to keep. Many of our clients tell us the audit alone gave them more clarity about their operations than anything else they had tried.

Who Is This For?

The audit is designed for businesses that are growing but stuck in manual processes. If any of these describe your situation, we can help.

Businesses spending 10+ hours per week on manual data entry. If your team is typing data from one system into another — emails to QuickBooks, Shopify to spreadsheets, PDFs to shipping platforms — you are a perfect candidate. See how much this is really costing you with our manual data entry cost calculator.
Companies using QuickBooks, Xero, ShipStation, Shopify, or similar tools. These are the platforms we work with every day. If your tech stack includes any combination of accounting, shipping, e-commerce, or CRM tools, we already know how to connect them.
Teams that are copying data between systems manually. The classic sign that automation is overdue: someone on your team is logged into two browser tabs, copying information from one and pasting it into the other. Every minute spent on this is a minute wasted.
Business owners considering hiring for data entry or order processing roles. Before you spend $40,000+ on a new hire who will still make mistakes, find out what automation can do for a fraction of the cost. Read our full cost comparison to see the numbers side by side.
Companies that have tried DIY automation (Zapier/Make) and hit a wall. You got the basics working but the edge cases keep breaking things. Your automations are fragile, and you are spending more time fixing them than they save. We specialize in building robust, production-grade automations that handle every scenario.
Any business processing 50+ orders, invoices, or records per week. At this volume, manual processing is not just inefficient — it is actively holding your business back. Take our automation readiness quiz to see exactly where you stand.

What Our Audit Clients Say

Businesses across every industry have used our free audit to uncover savings they did not know existed.

"We had no idea we were spending $60,000 a year on manual data entry until the audit. OrderSync Pro automated everything in two weeks. The ROI was immediate — we recouped the entire project cost in the first month alone. I only wish we had done it sooner."

— Medical Supply Distributor

"The audit paid for itself immediately — and it was free. They found three workflows we did not even realize could be automated. Our team went from spending half their day on data entry to focusing entirely on growth. It changed how we operate."

— E-Commerce Business Owner

"We were about to hire two more data entry clerks. After the audit, we automated instead and saved over $80,000 in the first year. The audit report was so detailed that even if we had not hired OrderSync Pro, we would have had a clear roadmap for what to do next."

— Wholesale Distributor

Book Your Free Audit Now

In 15 minutes, you will know exactly where your business is losing time to manual processes, how much that is costing you in real dollars, and what a fully automated operation looks like for your specific workflows. There is nothing to lose and potentially tens of thousands of dollars to gain.

Book Your Free 15-Minute Audit

100% free. No credit card. No obligation. Just clarity on where your business stands and how much you could save.

Want to learn more first? Read about how our data entry automation works or explore the true cost of manual data entry vs. automation.

Get Your Free Automation Audit