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14Audit & Bundle
Ops Audit.
A forty-five minute call. A written scorecard in five days. The way every Rheo engagement begins.
The Problem
You know something is broken. You do not know what to fix first. You do not want to commit to a build before you understand the priorities. You want a second opinion before you sign anything.
What We Do
- 0145 to 60 minute structured discovery call across five operational domains.
- 02Follow-up walkthrough of your current tools, workflows, and systems.
- 03Analysis of lead volume, booking data, staff structure, customer data.
- 04Top 3 to 5 highest-ROI automation opportunities identified.
- 05Written Ops Audit Report delivered within 5 business days.
What You Get
Business Snapshot: vertical, size, current tools, operational context.
5-Domain Scorecard: Red, Yellow, Green across Lead, Booking, Staff, Retention, Reporting.
Top 3 Problems Found with estimated monthly cost.
Automation Recommendations: what to build, in what order, with indicative investment.
Quick Wins: changes you can make this week without any technology.
Outcomes
Visibility into what is broken
Gut feel
Documented, ranked
Time to clarity
Months
5 business days
Commitment required
Full build
One audit, no obligation
Who This Is For
Any owner who knows something is broken but is not sure where to start. Also clients who want a second opinion before committing to a larger automation build.
Ready to build this?
Every Rheo engagement begins with an Ops Audit. Forty-five minutes on a call, a written scorecard in five business days, and a clear list of what to fix first.