agent_opportunity_audit
The Agent Opportunity Audit.
A focused diagnostic that maps your repetitive workflows, ranks the agents most likely to deliver ROI, and gives you a practical build roadmap — before you spend a pound on implementation.
What the audit is
A focused diagnostic of your operational workflows. We sit with the real work — inboxes, spreadsheets, reports, tickets, handoffs — and surface where agents will save time, reduce admin, and create value safely.
Who it is for
SME founders, MDs, operations leaders, finance and admin leads, sales leaders, and support managers who want practical AI value — not a vague transformation programme.
What we review
Workflows, current tools, data availability, approval requirements, risk surface, integration complexity, and where repetitive work is concentrated across your team.
scoring_rubric
How agent opportunities are scored.
Every workflow we surface is scored against a consistent rubric so you can compare opportunities on the same axes — not by gut feel.
01
Time saved
Hours recovered per week across the team.
02
Repeatability
How consistent the inputs and decisions are.
03
Data availability
Whether the agent has the context it needs.
04
Risk level
Reversibility and downstream consequence.
05
Integration complexity
Effort to connect to your existing stack.
06
Human approval
Where humans must stay in the loop.
07
ROI potential
Estimated value vs build and run cost.
08
Confidence
How certain we are the agent will hold up in production.
deliverables
What you receive.
A short, practical document you can act on — whether you build with us or not.
artefacts · 09
deliverable_01
Workflow Bottleneck Map
Every repeatable workflow we observed, with where time is lost and who owns it today.
after_the_audit
What happens after the audit.
No automatic upsell. You get the ranked roadmap; the build decision is yours.
step_01
Diagnostic call
60–90 minute working session reviewing your real workflows.
step_02
Bottleneck map
Where time is being lost and which loops are most repeatable.
step_03
Scored opportunities
Ranked agent candidates with risk, ROI and complexity.
step_04
Build roadmap
Sequenced plan — what to start with, what to defer.
step_05
Optional proposal
If there is a strong fit, a fixed-scope build proposal for the first agent.
get_in_touch
Get in touch — we'll set up a short call.
No long form. Drop your email and (optionally) a sentence about what you're thinking. We'll reply personally and book a quick intro call. The Agent Opportunity Audit only happens after that — if it's a fit.
You don't need to know which agent you want, or fill in a long form. Most clients arrive unsure — that's the point. A short call tells us whether the audit is worth running for you.
what_we_ask_for
- Your email — that's the only required field.
- Your name and company, if you'd like to share.
- A sentence on what you're trying to figure out — optional.
- Everything else we'll cover on the call.
what_we_won't_do
- Push you into a build you don't need.
- Hand over a strategy deck with no implementation path.
- Recommend a new platform when your stack already works.