Business Systems Audit + Action Plan

A professional review of your business systems to pinpoint what’s slowing you down — and give you a clear, prioritized plan to fix it.

Expert review of your current tools,
workflows, and processes
Streamlined workflow map showing how things should flow

Software + process recommendations that suite your specific business needs
Short recording explaining the recommendation (about 5 minutes)

One-time payment · No call required

Business Systems Audit

+ Action Plan

A professional review of your business systems to pinpoint what’s slowing you down — and give you a clear, prioritized plan to fix it.

Expert review of your current tools,
workflows, and processes
Streamlined workflow map showing how things should flow
Software + process recommendations that suite your specific business needs
Short recording explaining the recommendation (about 5 minutes)

One-time payment · No call required

This IS For You If...

You run an established business with messy systems
You know things could be streamlined, but you’re not sure where to start
You use multiple tools that don’t connect cleanly
You want expert clarity before investing in new software

This Is NOT For You If...

You are pre-revenue or just starting out
You’re looking for DIY tutorials or generic advice
You’re looking for implementation or hands-on tech support (available separately)
You’re not ready to improve how your business runs

This IS For You If You...

Run a proven business with messy/manual systems
Know things could be automated or streamlined, but you’re not sure where to start
Have multiple tools that don’t talk to each other cleanly
Want expert clarity before investing more time or money into new software

This Is NOT For You If...

You are pre-revenue or just starting out
You’re looking for DIY tutorials or generic advice
You’re looking for implementation or hands-on tech support (available separately)
You’re not ready to improve how your business runs

Here's What's Included for $247

What You Get

A clear, professional review of your current business systems — and a practical plan to improve them.

You’re not just buying “time” — you’re getting clear answers and usable assets.

For $1,997, we’ll uncover your biggest operational bottlenecks and equip you with ready-to-use solutions that save time and reduce costs immediately.

Business Systems Audit

We review the information you provide to understand how work actually moves through your business today. This includes your tools, handoffs, and repeatable processes — with a focus on where manual effort, friction, or breakdowns are happening.
You’ll gain clarity on what’s working, what isn’t, and where small changes can create meaningful impact.

Streamlined Workflow Map

You’ll receive a visual workflow map that shows a cleaner, more efficient way your systems could be structured. This map highlights clearer handoffs, fewer manual steps, and better alignment between your tools and processes.
It’s designed to help you see the full picture — not just isolated fixes.

Full Workflow Audit

Review of core processes,

tools, & handoffs

Map your real operational flow to identify where time, money, and effort are being wasted.
Spot inefficient handoffs and manual steps that create delays, errors, or unnecessary workload.
Analyze your existing tools and systems to see what’s disconnected, underutilized, or causing workflow breakdowns.

Custom Efficiency Report

You receive a

tailored summary that

Highlights your top time-wasters and cost leaks so you know exactly where inefficiencies are hurting performance.
Prioritizes your most critical workflow improvements with suggestions suited to your tools, team, & daily operations.
Provides clear next-step actions and savings estimates to help you understand the ROI of optimizing or automating each process.

Prioritized Action Plan

Not everything needs to be fixed at once. We’ll outline:
- What to address first
- What can wait
- Where improvements will have the biggest payoff
This helps you focus your time, budget, and attention where it matters most.

Recorded Walkthrough

You’ll receive a short recorded video (about 5 minutes) explaining the workflow map and recommendations in plain, non-technical language. This gives you context around why certain changes matter and how they fit together — without requiring a live call.
You can watch it on your own time and revisit it as needed.

Tool & Integration Guidance

Recommendation on which tools to optimize, connect, or streamline

Assess your current tech stack for gaps and overlaps to ensure every tool you’re paying for is actually supporting your workflow.
Identify opportunities to connect disconnected systems so data flows automatically instead of relying on workarounds.
Recommend simple, low-code integrations that enhance efficiency without requiring platforms or software.

Plug-and-Play Workflow

A ready-to-implement automated workflow designed to streamline your day

Visualize a complete end-to-end workflow so your team clearly sees how tasks, data, and handoffs will flow automatically.
Eliminate repetitive manual steps by replacing them with simple automation triggers that run reliably in the background.
Provide a blueprint your team can implement immediately using low-code tools you can easily adopt.

Note: This audit focuses on diagnosis and recommendations. Implementation is not included. If implementation support makes sense after delivery, that can be discussed separately.

Even a small reduction in manual work — just a few hours a week — can cover this investment quickly in payroll savings, reduced errors, and better use of your team’s time.

*The Accelerator gives you a complete roadmap.

System integration services and other support options are available for additional fees.

Smart, practical guidance on how to get more out of the platforms you already use — and where the right apps

or automations can make your workflows run smoother.

What You Get

Included for $247

You’re not just buying “time” — you’re getting clear answers and usable assets.

For $1,997, we’ll uncover your biggest operational bottlenecks and equip you with ready-to-use solutions that save time and reduce costs immediately.

Full Workflow Audit

Review of core processes, tools, & handoffs

Map your real operational flow to identify where time, money, and effort are being wasted.
Spot inefficient handoffs and manual steps that create delays, errors, or unnecessary workload.
Analyze your existing tools and systems to see what’s disconnected, underutilized, or causing workflow breakdowns.

Custom Efficiency Report

You receive a tailored summary highlighting

Highlight your top time-wasters and cost leaks so you know exactly where inefficiencies are hurting performance.
Prioritize your most critical workflow improvements with suggestions suited to your tools, team, & daily operations.
Provide clear next-step actions and savings estimates to help you understand the ROI of optimizing or automating each process.

Business Systems Audit

We review the information you provide to understand how work actually moves through your business today. This includes your tools, handoffs, and repeatable processes — with a focus on where manual effort, friction, or breakdowns are happening.

You’ll gain clarity on what’s working, what isn’t, and where small changes can create meaningful impact.

Streamlined Workflow Map

You’ll receive a visual workflow map that shows a cleaner, more efficient way your systems could be structured. This map highlights clearer handoffs, fewer manual steps, and better alignment between your tools and processes.

It’s designed to help you see the full picture — not just isolated fixes.

Prioritized Action Plan

Not everything needs to be fixed at once. We’ll outline what to address first, what can wait, and where improvements will have the biggest payoff. This helps you focus your time, budget, and attention where it matters most.

Recorded Walkthrough

You’ll receive a short recorded video (about 5 minutes) explaining the workflow map and recommendations in plain, non-technical language. This gives you context around why certain changes matter and how they fit together — without requiring a live call.

You can watch it on your own time and revisit it as needed.

Note: This audit focuses on diagnosis and recommendations. Implementation is not included. If implementation support makes sense after delivery, that can be discussed separately.

Tool & Integration Guidance

Recommendation on which tools to optimize, connect, or streamline

Assess your current tech stack for gaps and overlaps to ensure every tool you’re paying for is actually supporting your workflow.
Identify opportunities to connect disconnected systems so data flows automatically instead of relying on workarounds.
Recommend simple, low-code integrations that enhance efficiency without requiring platforms or software.

Plug-and-Play Workflow

A ready-to-implement automated workflow designed to streamline your day

Visualize a complete end-to-end workflow so your team clearly sees how tasks, data, and handoffs will flow automatically.
Eliminate repetitive manual steps by replacing them with simple automation triggers that run reliably in the background.
Provide a blueprint your team can implement immediately using low-code tools you can easily adopt.

Even a small reduction in manual work — just a few hours a week — can cover this investment quickly in payroll savings, reduced errors, and better use of your team’s time.

*The Accelerator gives you a complete roadmap.

System integration services and other support options are available for additional fees.

Here's What to Expect

How This Works

1. Purchase the audit.

2. Complete a short intake form about your business, systems, and goals.

3. We audit your systems internally.

4. You receive an action plan + recorded walkthrough.

No calls. No meetings. No back-and-forth.

Important Notes

- This audit is designed to give you clarity and direction, not implementation.

- We do not build automations or configure software in this offer

- We do not access your tools or systems directly

- Recommendations are strategic, not technical

Delivery Timeline

Your audit and action plan will be delivered within 7–10 business days after your complete your intake form.

This is strategy-first and commitment-free. You’ll get clear priorities and recommendations whether or not you ever move into implementation.

Here's What to Expect

How This Works

Purchase the audit
Complete a short intake form about your business,
systems, and goals
We audit your systems internally
You receive your action plan + recorded walkthrough
No calls. No meetings. No back-and-forth.

Important Notes

This audit is designed to give you clarity and direction, not implementation.
- We do not build automations or configure software in this offer
- We do not access your tools or systems directly
- Recommendations are strategic, not technical

Delivery Timeline

Your audit and action plan will be delivered within 7–10 business days after you complete your intake form.

Note: This audit focuses on diagnosis and recommendations. Implementation is not included. If implementation support makes sense after delivery, that can be discussed separately.

FAQs

Do I need to be on a call?

No. Everything is delivered via a recorded walkthrough.

Will you recommend tools or software?

Yes, where appropriate — always in context of your existing systems.

Is this refundable?

Because this is a custom, manual audit, refunds aren’t available once work begins.

This audit is strategy-first and commitment-free. You’ll get clear priorities and recommendations whether or not you ever move into implementation.

FAQs

Do I need to be on a call?

No. Everything is delivered via a recorded walkthrough.

Will you recommend tools or software?

Yes, where appropriate — always in context of your existing systems.

Is this refundable?

Because this is a custom, manual audit, refunds aren’t available once work begins.

Testimonials

Danniel D.

"Couldn't be happier with the service and solutions offered by Hans and his team. He over delivered on everything promised and greatly exceeded my expectations. The framework that he's helped me establish has launched my business forward tremendously! If you're on the fence, take that leap. I'm confident that you won't be disappointed."

Matt C.

My wife and I were fortunate enough to find Hans and Epic IT to help us find a solution to poor communication in the trades as well as in my painting business. Hans and his team have been so helpful and patient with us along with his expertise to help us create our new automations system. This product has solved so many of our problems that were not allowing us to scale while keeping quality and customer satisfaction as our highest priority. This is by far one of the best decisions I have made in the past 20+ years of being in business."

Jesse P.

Epic IT Automations really took the time to understand my business and what I was trying to incorporate and accomplish, more so than I did once I broke it all down to them. Their communication and follow up really made me feel that they had the success of my company in their best interest. They steadily continue to go the extra mile for me. You can tell they really want to see their customer's businesses succeed. I highly recommend Epic IT Automations."