Lead routing and response
High impact / low effort
DO NOW
SIZED IN THE AUDIT
Usually the cheapest money in the building. The work already exists; nobody owns it in time.
AUDIT
Find the constraint.
Before we build anything, we determine what is actually limiting revenue, margin, capacity, or management visibility. A business that thinks it needs AI may have salespeople spending a third of the day fixing CRM records. A business that thinks it needs leads may have a show rate problem. Technology follows the diagnosis.
THE INTAKE
WHAT DO YOU THINK THE PROBLEM IS?
WHAT THE AUDIT EXAMINES
STRATEGY
What is the business trying to accomplish?
REVENUE
Where does money come from?
SALES
Where does demand leak?
OPERATIONS
Where does work slow down?
TECHNOLOGY
What should be eliminated, integrated, automated, or built?
DATA
What can management not see?
FINANCE
Where is margin created or destroyed?
ORGANISATION
Where is human capacity wasted?
THE OUTPUT — AN OPPORTUNITY MAP
IMPACT × CONFIDENCE ÷ COST
Ranked, so the two-year technology programme never starts. Do now, build next, test, ignore. Each row is sized during the audit against a timed baseline — which is why no row on this page carries a number.
Closed-loop attribution
High impact / medium effort
BUILD NEXT
SIZED IN THE AUDIT
Until the chain reaches gross profit, budget decisions are being made on cost per click.
Administrative automation
Medium impact / low effort
DO NOW
SIZED IN THE AUDIT
Measure the manual hours first. Not every hour is worth removing.
Custom inventory system
High impact / high effort
TEST
SIZED IN THE AUDIT
Only if the workflow is strategically unique. Otherwise configure what already exists.
An additional dashboard
Low impact / medium effort
IGNORE
SIZED IN THE AUDIT
Management already has numbers. What it lacks is significance. A tenth screen is not the fix.
Not as fake precision. As a decision framework.