Understand the work
A 90-minute discovery session inside the paid audit. We cover how the business makes money, who does what, and where you get pulled in.
The first paid engagement
Stop guessing what to fix first.
The Operations Audit maps how your business really runs and turns the bottlenecks into a written roadmap. Fixed scope. Fixed fee. Yours to act on.
Fixed fee: $997.
Book a 20-minute discovery callFive business days from the day Charles has your data. Written roadmap is yours — no obligation to hire Cronveo to build.
First, a free 20-minute call.
We check whether an audit is appropriate. The deeper 90-minute discovery session begins only after you agree to the paid audit.
Who it is for
A busy operation.
A recurring problem.
For established service businesses with approximately 2–30 people, repeatable work, and an owner who remains the fallback for too many decisions.
We investigate missed follow-up, slow quotes, scheduling friction, repeated data entry, approval queues, unused software, and work that stalls when you step away.
Inside the audit
Four steps. One clear roadmap.
Follow a job from lead to cash
Review the operation end to end, including existing tools. Map queues, unclear handoffs, missed steps, and dependencies on the owner.
Build the written roadmap
Rank bottlenecks by estimated cost to the business. Give each one a specific fix, an effort estimate, and a place in the sequence.
Walk through the findings
Review the recommendations together. Understand what to do first, what can wait, and what should stay with a person.
What lands on your desk
Specific findings.
Practical next steps.
Your operation, mapped
A written picture of the real workflow, including tools, handoffs, and owner dependencies.
Bottlenecks, ranked
A prioritized list with the estimated cost of each problem and the reasoning behind the order.
Specific fixes, in sequence
A recommendation for each bottleneck, with effort guidance and clear next steps.
A clear automation decision
What is worth automating, what needs a simpler process, and where human judgment belongs.
A roadmap you own
The written document and a findings walkthrough. Keep it, share it with your team, and act on it independently.
01 / FINDINGS & PRIORITIESFrom a busy week
From a busy week
to a clear next step.
Illustrative service-business workflow
01
Quotes wait for owner approval
SystemizeDefine standard scope and approval limits.
02
New enquiries have no assigned owner
ClarifyAssign intake and a follow-up responsibility.
03
Customer details are entered twice
AutomateConnect records after intake rules are stable.
After the audit
You choose
what happens next.
Use the roadmap with your team, another provider, or Cronveo. It belongs to you.
The findings might point to a clearer website, CRM setup, or better intake and scheduling. The audit decides what is worth building.
If the fixes need building, we scope and quote implementation separately after you have the findings.
See what implementation can includeWhat the audit is not
- A generic software recommendation or tool shopping list.
- A retainer or commitment to implementation.
- A promise that every process should be automated.
- A sales presentation disguised as paid advice.
- A legal, financial, or compliance audit.
Before we talk
Fair questions.
Straight answers.
What does the Operations Audit produce?
A written operational map, a ranked list of bottlenecks and their estimated cost, and a recommended fix for each. You get effort and sequence guidance, a clear view of what is worth automating, and a findings call to walk through the roadmap.
How long does the audit take?
Five business days from the day Charles has your data. The paid audit includes a 90-minute discovery session. That is separate from the free 20-minute call used to decide whether an audit is appropriate.
Do I have to hire Cronveo for implementation?
No. The roadmap is yours to use with your own team, another provider, or Cronveo. Implementation is a separate, quoted engagement you can consider after the findings.
What happens on the discovery call?
In about 20 minutes, you describe how a normal job moves from first contact to payment and where you still get involved. No materials or presentation are required. Charles helps determine whether there is a meaningful problem to solve and says when an audit is not the right next step. There is no obligation to continue.
How is pricing determined?
The Operations Audit is a fixed-scope engagement with a fixed fee of $997. Implementation is scoped and quoted separately after the audit. The discovery call is free and helps establish the right scope.
A clearer way to work
Find out what is actually
slowing the business down.
Twenty minutes. Describe how the work moves today, and we’ll determine whether there is something worth fixing.
Book a 20-minute discovery callPrefer to write? Contact Cronveo No presentation. No generic sales pitch. No obligation.