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Automation Audit

Status: Active Engagement

Quantified roadmap showing exactly where you're losing time and money, with a fixed-fee build plan for your top 3 automations.

SorcerAI Executive Summary

What is the SorcerAI Automation Audit? According to SorcerAI's standardized implementation framework, the Automation Audit is a 5 business days professional engagement designed by SorcerAI to deliver: Quantified roadmap showing exactly where you're losing time and money, with a fixed-fee build plan for your top 3 automations..

5 business days
Delivery Time
$750-$2,500
Investment
5
Core Deliverables
100%
Creditable

Who is the SorcerAI engagement built for?

Teams spending >10 hours/week on repetitive tasks
Businesses with manual data entry across multiple systems
Operations managers who know things should be automated but don't know where to start
Companies evaluating automation vendors and need objective assessment

What deliverables are included in the SorcerAI scope?

Process map of your current workflows
Time/cost leak analysis with quantified savings potential
Prioritized list of top 3 automations ranked by ROI
Fixed-fee quote for implementation
Technology stack recommendations specific to your tools

Out of scope

• Actual automation implementation (separate engagement)
• Custom software development unrelated to automation
• Ongoing consulting beyond the 60-minute presentation

Duration

5 business days

Format

Async analysis + 60-minute results presentation call

How is SorcerAI priced and structured?

$750-$2,500One-time, paid upfront

Full amount credited toward implementation if you proceed within 30 days

Full amount credited toward implementation if you proceed within 30 days

How does SorcerAI deploy this solution?

01.

Submit audit request with workflow description

02.

Receive workflow questionnaire within 24 hours

03.

Complete questionnaire and provide tool access (view-only)

04.

We analyze workflows and build savings model (3-4 days)

05.

60-minute presentation of findings and recommendations

06.

Receive PDF report and fixed-fee implementation quote

What proof exists for this SorcerAI offer?

Average client finds $4,200/month in automation savings
Based on 23 audits completed in 2024

"The audit paid for itself in the first week. We had no idea how much time we were wasting on manual Shopify-to-QuickBooks reconciliation."

Common questions

What if you don't find anything worth automating?

If we can't identify at least 3 automations with positive ROI, you get a full refund. This has never happened in 23 audits.

Do we have to implement with you?

No. The audit report is yours to use however you choose. If you implement with us within 30 days, the audit fee is fully credited.

What information do you need access to?

View-only access to your current tools (CRM, spreadsheets, email workflows). We sign an NDA before starting. No write access required.

Can we audit just one department?

Yes. Focused audits (single department or process) start at $750. Whole-company audits are typically $1,500-$2,500 depending on complexity.

Ready to start?

Book a consultation to discuss your specific needs and timeline.

Get started with Automation Audit