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Fiverr Pro
English
$
USD
I will do a business process and automation audit
Make Automation Specialist: CRM, API and AI Workflow Automation
I build reliable business automations that save time, reduce manual work and keep leads from slipping through the cracks.
Using Make, I automate:
✔ Lead management & follow-up
✔ CRM & Airtable workfl...
About this Gig
Every great automation starts with understanding the process.
I'll analyse your current workflow identify bottlenecks and provide a clear automation roadmap with practical recommendations tailored to your business.
Deliverables
- Discovery call
- Business process review
- Process map
- Automation opportunities report
- Implementation roadmap
FAQ
Do you only recommend one Tool?
No. Every recommendation is based on your business goals, existing systems and operational needs. If a tool is the right solution, I'll recommend it. If another approach is more suitable, I'll tell you that instead.
Do I need to know what should be automated?
Not at all. The purpose of this audit is to identify opportunities you may not have considered and prioritise the automations that will have the greatest business impact.
What will I receive at the end of the audit?
You'll receive a professional audit report including a process review, key findings, automation opportunities and a phased implementation roadmap tailored to your business.
Is this an automation implementation project?
No. This project focuses on analysing your business processes and providing clear recommendations. If you'd like to implement the proposed automations, I can help with that as a separate project.
What types of businesses can benefit from this audit?
Any business with repetitive administrative tasks, manual data entry or disconnected systems can benefit. The audit is tailored to your business regardless of industry.
