What We Look For
- Manual follow-up that depends on memory.
- Response lag between inquiry and first contact.
- Quote requests with unclear status or weak follow-up coverage.
- Appointment gaps, no-shows, or dormant customers.
- Invoice follow-up and cash-flow drag.
- Owner reporting assembled by hand from multiple systems.
What You Get
The audit produces a current-state workflow map, a measurable KPI baseline,
risk and approval boundaries, and a recommendation on whether the first workflow
line is worth building.
Why It Comes First
Wilde Systems does not start with broad automation scope. If the leak cannot be
named, measured, and governed, the build should wait. If the math is clear, the
first workflow line can be scoped tightly and expanded only after proof.
Best-Fit Operators
The audit is built for owner-led service businesses with enough lead, appointment,
quote, billing, or field workflow volume to feel real operational drag.