Your email
Thirty days of the owner's mail, sorted: what needed the owner, what got a reply, what deadlines were sitting in there, what was noise.
In short
A business efficiency audit is two weeks measuring how your business really runs: the email, the team chat, the tools and logins, the funnel and, with your sign-off, the day on the main computer. You get a map of where the hours go, the tools to keep or switch, and ranked fixes, each quoted. Credited to the build.
What we build after it Pricing The business we first ran it for
What we look at
How the work actually moves, which is rarely how anyone describes it on the first call.
Your team chat
Slack, Teams or a group text. Where questions wait, where work gets handed off, and what keeps getting asked twice.
The day on the main computer
An activity tracker on one computer your business owns, with your sign-off and your team told. It shows which programs eat the day and how often people jump between them.
The tools, the logins and the funnel
Every system and site your team logs into, and what happens to a lead from the first reply to a signed client.
What you get
A short report and a call to walk through it. Yours to keep whether you hire us or not.
A map of where the hours go
By person, by tool and by task, measured rather than estimated.
The tools to keep, drop or switch
Which CRM, which chat, which software you pay for and don't use, each with the reason.
Ranked fixes, each with a price
What we would build first, what it would take and what it would give back.
One quick win
Something small switched on during the two weeks, so you feel the difference before you decide anything.
What the report looks like
A short report, written for the owner. The inbox part opens with everything that came in, sorted by kind, then what needed you and what got a reply. Every deadline found in the mail is listed with its date. Then come the fixes, ranked by the hours each one gives back, each showing what we measured behind it and what it costs. The footnotes say where every number came from and what the measurement cannot see, like phone calls and paper.
What it costs, and the terms
After the audit you can take the map and run with it, or have us build and run the fixes as a monthly system. Once your funnel can handle more, we add lead generation on top. How we quote is on pricing.
- One fee
- for the whole audit, quoted on the first call and paid up front.
- 2 weeks
- from the first call to the report, while your business keeps working.
- 30 days
- to put the full audit fee toward a build, if you want us to build the fixes.
- Refund
- if we find nothing worth building. We say so in writing and the money comes back.
Not the kind of audit your accountant does
We never open your books or check your accounts. A business efficiency audit is about time and tools: where the hours go, which software earns its place, and what a fix would give back. The tracker, the inbox read and the funnel walk all serve that one question.
Frequently asked questions
Anything we haven't covered, ask us directly: contact@perspicality.com.
Is this a financial audit?
No. We never open your books or check your accounts. It is about time and tools: where the hours go, which software earns its place, and what each fix would give back.
What if you find nothing worth fixing?
Then we say so in writing and the audit fee comes back to you. You keep the map either way.
Is it legal to put a tracker on our computer?
It goes on a computer your business owns, with your written sign-off, and your team is told before it starts. It records which programs and windows are in use and for how long. We put in writing what it records, how long it runs and when we delete it.
We use Slack, Teams or just texts. Does that matter?
No. We look at whatever your team actually uses, and if another tool would serve you better, the audit says so and says why.
Do we have to buy anything you recommend?
No. The map and the recommendations are yours to keep. If you have us build the fixes within 30 days, the audit fee comes off that work.
How much of our time does it take?
A short call at the start, a walk through your funnel, and a 30-minute call at the end to go over what we found. The rest runs while you work.
What kinds of businesses is this for?
Owner-run businesses where the owner is still in the inbox: insurance agencies, security guard companies, title agencies, accounting and tax offices, law firms, mortgage brokers, dental and medical practices, property managers. If the work moves through email, chat and a handful of tools, the audit fits.
