Workflow inventory
A map of repetitive work, the people involved, and the time and cost of the current process.
01 · Cowork Readiness Audit
Know what to install. And what to leave alone.
Before you connect another tool, find the work worth changing. I map the repetitive work, review the systems you already use, and turn the findings into a practical install plan you can make a decision on.
- Investment
- $495–$995per engagement
- Scheduling
- Agreed together
- What you leave with
- A written install plan
The right fit
A clear next step for an unclear problem.
01
The work keeps coming back.
You can name the weekly bottlenecks, but not which one should be automated first.
02
The tools do not tell the whole story.
Useful information is spread across inboxes, software, and spreadsheets. You need to know what can actually connect.
03
You want the numbers before the build.
You need a scope and a realistic basis for estimating value before committing to implementation.
What you get
A decision you can use. A plan you can keep.
Readiness review
A review of your tools, data access, and operating rules so the plan accounts for dependencies.
Prioritized install plan
What to build first, what can wait, and what to skip, with estimates tied to the proposed scope.
Value assumptions
A written basis for expected savings, with assumptions separated from what your current records show.
How it works
A focused assessment, with time to review.
01 · Discover
Async interviews and walkthrough calls to understand how work arrives, moves, and gets approved.
02 · Assess
Review the recurring workflows, available information, and constraints that shape the install.
03 · Decide
Walk through the written plan, priced estimates, and recommended sequence. Choose whether to build, defer, or handle it in-house.
An example in practice
A missed follow-up becomes a scoped workflow.
Instead of a broad brief to “automate sales,” the plan identifies the source of open quotes, the follow-up rules, who approves a draft, and how the team records the result. You can see the dependencies before paying to connect them.
Illustrative workflow, not a client result.
Investment
A clear scope.
A clear price.
Complexity determines the final audit price. The full audit fee is credited toward a Full Implementation started within 60 days.
Compare all AI engagements →Before you start
A few useful answers.
How do we agree on timing?
Before work begins, we agree the scope, start date, milestones, review windows, and target handoff around your priorities and both teams’ availability. For ongoing support, we also agree a review cadence and response expectations. If the scope or availability changes, we revisit the schedule together.
Do I have to proceed with implementation?
No. The written plan is useful whether you hire Workahead, build internally, or decide to wait.
Is the audit fee credited?
Yes. 100% of the audit fee is credited toward a Full Implementation started within 60 days.
What should I bring?
Examples of repetitive work, the tools your team uses, and the rules people follow today. Walkthroughs help uncover the details.
Does the audit guarantee ROI?
No. It gives you estimates and the assumptions behind them. Actual results depend on the workflows, data, and adoption.
Let’s start with your operation
Start with the work that is eating your week.
Tell me about your business in the questionnaire. We’ll discuss scope, availability, and a schedule that works for both of us.
Start with an audit