Automation Discovery & Audit · $1,500 one-time

Scoped diagnostic before you commit to a build. We map your workflows, quantify the dollar opportunity, and hand you a written report you can take to any vendor.

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At a glance

Price

$1,500 one-time

Billing

One-time charge

Best for

Pre-build operators

Engagement

2-3 weeks

What's included

A diagnostic deliverable, not a sales pitch. The report stands alone whether or not you build with us.

Two working sessions with your operations team (90 minutes each)
Workflow shadowing or recorded process walk-through of your highest-pain workflow
Mapping of current tool stack and integration gaps (where data is re-keyed, where work is duplicated)
Quantified opportunity sizing — hours saved, revenue captured, error rate reduction in dollar ranges
Prioritized recommendations report with the top 3 automation candidates and rough scope for each
Written PDF deliverable you can share with your team, your accountant, or another vendor

What's NOT included

Discovery is the diagnostic. Building is separate.

Building any automation (separate Workflow Build SKU starting at $2,500)
Software license recommendations (we are vendor-neutral — we name categories, not specific brands as paid recs)
Free implementation work
Ongoing audit refresh (one-time engagement; redo annually if your stack changes)
Compliance audit (HIPAA, SOC 2 — separate engagement)

How it works

Buy via Stripe. One-time charge processes immediately.
Kickoff call (30 min). We confirm scope and which workflow gets the deepest look.
Working session 1. 90 minutes with your operators — current state, pain points, attempted workarounds.
Working session 2. 90 minutes — we present early findings and pressure-test the opportunity sizing with your team.
Report delivered. Final PDF within 5 business days of session 2. Yours to keep and share.

$1,500

One-time · Vendor-neutral diagnostic

Buy Discovery via Stripe →

If you proceed with a Workflow Build within 90 days, $750 of this $1,500 applies as a credit toward the build.

Frequently asked questions

How long does this take?

About 2-3 weeks calendar time. Two working sessions are the bottleneck — we schedule them roughly 7-10 days apart so we can absorb what we saw and bring back informed questions. Final report delivered within 5 business days of session 2.

What if there's no automation opportunity?

Then the report says so honestly. Some operations are already lean — we will tell you. You will not have wasted $1,500: you will have a written, defensible answer to anyone (board, lender, partner) asking whether you should automate. That answer has value.

Can I share the report with my team?

Yes — the report is yours. We deliver it as a PDF you can share with your operators, your board, your accountant, or another vendor. No restrictions.

Do I have to use SynergyIQ to build?

No. The report is vendor-neutral. We list what should be built, what tools fit best, and rough cost ranges. If you take that report to another vendor, that is fine — many clients do, then come back to us. We are confident in our build pricing.

Ready to start?

Buy now and we'll have your kickoff call scheduled within 3 business days. Or talk through your operations first — sometimes a 30-minute call is enough to know whether discovery is the right starting point.