Sample Deliverables
See How the Audit Ties a Real Leak to Dollars.
These simple examples show the work, the leak, the dollar math, the choices, and the first 90 days. They are examples, not client results.
Clear and readable
See the leak, the records behind it, the dollar estimate, and what to do next.
A real audit uses your records and interviews. The examples below use made-up numbers only to show the math and how the result will be presented.
01Process mapOwnership, handoffs, and decision points
Illustrative sample — not client work or verified results.
Sales coordinatorRequest received
→
EstimatorJob details reviewed
→
DecisionInformation complete?
→
OwnerEstimate approved
Example handoff: Missing job details go back to the coordinator before pricing begins.
02What one leak may be costingThe finding, the records, the dollar math, and what the number does not prove
Illustrative sample — not client work or verified results.
Illustrative money leakMissing job details create a second round of paid work.
- Records reviewed
- Synthetic sample: 9 of 30 problem records needed the job details clarified a second time.
- Example dollar math
- 9 repeats × 45 minutes × $40 hourly labor cost = $270 in extra labor for the sample period.
- What this does not prove
- This does not prove lost sales or guarantee that all $270 becomes cash savings.
- What to try
- Test a simple required-information check before changing software or staffing.
03Ways to fix it and the first 90 daysCost, effort, who is responsible, and what happens first
Illustrative sample — not client work or verified results.
- 30 daysTrack the current wait time
- 60 daysTry the change with one team
- 90 daysCheck the results and decide what stays
Have a process in mind?
Use a free discovery call to discuss the concern, a possible boundary, and whether the audit fits.