Audit + optimisation roadmap. Optional Sprint and retainer.
1-week audit, concrete priorities, ROI calculations per task. I show where the process itself can be optimised — because a bad process isn't worth automating. From there, you decide whether to implement now, later, or in-house.
- You have multiple processes you'd like to automate but it's not clear which one to start with.
- You want a measurable ROI calculation before committing to implementation.
- You're considering hiring an in-house developer but want to validate the scope first.
- You need a roadmap that's not just consultant deliverable but actionable build-ready specs.
- 1-week audit report: current state, 5-8 tasks prioritised, ROI estimates per recommendation.
- Audit document in PDF, with a full process map of the identified automation tasks.
- ROI calculation per task in HUF (time savings, error reduction, revenue uplift).
- Process optimisation recommendations: I show concretely which steps are redundant, where there's double work or waiting — so we automate the streamlined process, not the current one.
- Prioritized roadmap: which to do first, which to defer, which to skip.
- Optional 2-3 week implementation Sprint for the top priority task.
- Optional fixed-fee monthly retainer (no hourly surprise bills).
How I work
Kickoff workshop
2-hour session: stakeholder alignment, current process mapping, audit scope agreement.
Audit phase
1 week: interviews, system reviews. I assess where the process itself can be optimised, and build an ROI model for each candidate task.
Roadmap presentation
You see priorities, costs, and timelines side by side — with risk register.
Decision point
Implement Sprint with me, defer, or take the roadmap to your in-house team. Your call.
Optional retainer
Post-launch retainer with 1-month minimum and monthly cancellation.
Example tasks
Lead-to-quote-to-contract pipeline
Full customer onboarding journey automated, with CRM sync and document generation.
ERP / accounting integration
Sheets-based operations connected to ERP or accounting systems via API.
Multi-system data sync
Customer or supplier data kept consistent across CRM, ERP, marketing tools.
Internal dashboards & reports
Real-time KPI views replacing manual weekly Excel exports.
Expected ROI
Frequently asked
Q01What's actually in the audit deliverable?
10-30 page document: process maps, optimisation recommendations (where the process has redundant steps, double work or waiting), tasks ranked by ROI, technical feasibility scores, sprint scope draft for top 1-3 cases, and risk register.
Q02What's the retainer for, and is it required?
Optional. The retainer covers proactive monitoring, monthly enhancements, and priority support. If you skip it, you pay per ad-hoc request instead.
Q03Do you require a SaaS subscription on top?
Most cases run on dedicated self-hosted n8n + a self-hosted database on EU servers — included. If your stack requires e.g. specific CRM/SaaS integrations, those are your costs.
Q04Can we run this with our existing tools (HubSpot, Make, Zapier)?
Yes — but I recommend Make/Zapier only for the simplest cases. For multiple processes, self-hosted n8n is more cost-effective at scale and gives full data sovereignty.
Multiple tasks on the table?
Start with the audit. After 1 week you'll know exactly which tasks are worth building, where the process itself can be optimised, and what the realistic ROI is. No commitment to implementation.
Start with Audit