Workvolve logoWorkvolve
FlagshipAI Operating SystemA complete AI layer trained on your docs and processes. Runs the busywork underneath your business. FlagshipCustom SoftwareInternal tools, client portals, full apps. Built fast, deployed to your accounts. WorkflowWorkflow AutomationThe plumbing your stack is missing. Connect every tool you already pay for. IntegrationCRM IntegrationYour CRM, accounting and email in sync. Duplicates caught, failed syncs flagged. CustomAI Agents That Do WorkNot chatbots. They draft, classify and route work the way one of your team would. VisibilityInternal Tools & DashboardsThe numbers that matter, in one place, pulled live from the systems you already run. Something else?Don't see what you need?If your team does it by hand, we'll build it. Jump on a call and we'll scope it.Get it scoped
Australia-built. Fixed price, quoted up front. You own the code.See all solutions

An audit first, so the build is the right one.

Most owners know their admin is costing them, but not which fix is worth paying for. So the work starts with an audit of how the whole business runs, and a roadmap of what's worth automating and what isn't. Both businesses below went ahead with builds straight off their roadmaps.

  • Whole business audit
  • A roadmap in plain English
  • Two audits, both went ahead
Book a free call How the audit works
Example roadmap for a made-up clinic: the cover page, with the summary page behind it.

The core of it

From a free call to the right build.

Everything is done remotely. You only pay for a build once you've seen the roadmap and picked what you want, and the audit comes off any build you go ahead with from it.

The problem

Plenty of ideas, no order to do them in.

Owners hear about a new AI tool every week. Without someone looking at how the business actually runs, it's easy to pay for the wrong fix first, or for one that saves no time at all. The roadmap puts the fixes in order, and says plainly which ones aren't worth doing.

What you get

Four parts, written for the owner.

No scores out of five and no jargon. The roadmap reads like a straight answer to "what should I fix, and in what order?"

01. Where things stand

How each part of the business runs today.

Enquiries, bookings, invoicing, reporting, the systems in between. Each one gets a plain rating, so it's clear at a glance what's working and what's costing time or money.

Whole businessPlain ratingsRemote
Example roadmap page, Where things stand: each part of a made-up clinic rated Strong, Good with gaps, or Needs work, with the reason.

02. Worth it, and not

What's worth automating, and what isn't.

The list of fixes comes in the order to do them. The list of things not worth automating comes with the reason, so nobody spends money on a job that changes too often or saves too little.

In orderReasons givenTime or money back
Example roadmap page, What I'd do, in order: four fixes for a made-up clinic in order, and one thing not worth automating.

03. A page per fix

Exactly what each fix involves.

What's broken now, how the fix works, what I'd do, what I need from you, what you get, and how we'll both know it's working.

What's brokenWhat I needHow we'll know
Example roadmap page for one fix: what's broken, how it works, what I do, what I need from you, what you get and how we'll know it worked.

04. Your pick

You choose what gets built, if anything.

Pick the fixes you want and they become one fixed proposal, with the audit taken off the build. Pick nothing and you still keep a clear plan of what to fix and in what order.

Fixed proposalAudit comes offNo obligation
Example roadmap page, Summary: the three things that need work at a made-up clinic, and the one to do first.

Not sure which fix is worth paying for? Book a free 30-minute call. We'll talk through how your business runs and whether an audit makes sense for you.

Book a free call

Two audits, and both turned into builds.

A small NDIS provider's audit led to two builds, one after the other. An online education business had its roadmap two days after the audit, picked three items off it the next day, and signed the first two a few days later. They took us on as their technical partner as well.

The audit, in short

A straight answer on what to fix first.

Who it suits
Owners who know admin is costing them, but not which fix is worth paying for first
What I look at
How the whole business runs and where the time and money go: enquiries, bookings, invoicing, reporting and the systems in between
What you get
A roadmap: where things stand, what's worth automating and what isn't (and why), and a page for every fix
When
Soon after the audit, as a written roadmap
How
Starts with a free call. All done remotely
Commercials
The audit comes off any build you go ahead with from the roadmap
So far
Two audits, and both clients went ahead with builds from their roadmaps

Want to know which fix is worth it first?

Start with a free call. If an audit makes sense, you get a roadmap of what's worth automating and what isn't, and the audit comes off any build you go ahead with.

Work with us white-label
Free Consultationwith Ben, Workvolve
  • Video call
  • 30 minutes
  • Choose a day that suits you
Book your time now

Keen on the audit? Book here and we'll set it up on the call.