Practice Automation Audit
Book your practice automation audit
45 minutes on a call. You leave with a map of your lead and onboarding steps and the three automations worth building, ranked by hours saved.
$750credited in full toward your build
- 45-minute working call
- Map of your current steps
- Three automations ranked by hours saved
- A fixed quote for the build, if you want one
Before you book
What does the audit cost?
$750, credited in full toward your build.
What do we get from the audit?
A map of your current lead and onboarding steps and the three automations worth building, ranked by hours saved. You keep it whether or not you build with us.
Who should join the call?
The owner or operations lead, and ideally whoever handles new inquiries and onboarding day to day. Your compliance officer is welcome too.
Do you need access to our systems for the audit?
No. The audit is a conversation and a screen share of your process. Access is only set up once you decide to build.