Workflow audit
Bring the messy workflow.
We will find what to remove, control, and build first.
Audit briefPrepared before the call
Ready for review
WorkflowQuotation revision
BreakageApproval after client send
First call outputOwner, rule, build path
evidence firstimpact scorednext step writtenAI only where safe
Brief
Six fields. One useful starting point.
Enough context to prepare the audit without making you write a process manual.