01
Quote and follow-up gaps
We map what happens between a lead arriving and a quote going out. Most distributors lose 30 to 60 percent of warm enquiries purely through slow or inconsistent follow-up, not because the lead was bad.
Find your biggest
operational revenue leak
A structured 2-day paid diagnostic for distributors and field service businesses. We map your workflows, locate the gap costing you most, and hand you a specific fix plan with a clear scope of work.
02
Intake and dispatch friction
We trace how jobs enter your system, how they are assigned, and how field staff receive and update information. Manual handoffs and paper-based intake are usually where capacity and response time bleed first.
03
Reporting and visibility blind spots
We identify where your team is working from gut feel instead of live data. Missing dashboards and disconnected systems mean decisions get made late, incorrectly, or not at all.
04
Knowledge and process silos
We find where critical knowledge lives only in people's heads or locked in inboxes. When that person is unavailable, the business stalls. These silos also make it impossible to train new staff quickly.
01
Operations intake call
A focused 60-minute session where we map your current workflows, revenue model, team structure, and the specific friction points you already know about. We use this to narrow the diagnostic scope before day one.
02
Workflow mapping and gap identification
We work through your actual systems, tools, and handoff points. Not theoretical process charts. We follow real jobs, real quotes, and real data to find where value is leaking.
03
Prioritized gap report
We rank every identified gap by its revenue impact and fix complexity. You see exactly which gap costs most, which is fastest to close, and which ones require deeper build work.
04
Fix plan and clear next step
You receive a specific scope of work for the highest-priority fix, a realistic timeline, and an honest recommendation on whether that fix should be built internally or with us.
- A documented map of your current workflows, handoffs, and system touchpoints
- A prioritized gap report ranked by revenue impact, not technical complexity
- A specific fix plan for the highest-priority gap with a clear scope of work
- An honest recommendation on the best next move, whether that involves ScaleOS or not
- A reusable foundation for future operational improvement decisions
B2B distributors handling 50 or more active trade accounts with manual quoting or follow-up
Field service businesses coordinating 5 or more technicians where jobs are still dispatched by phone or spreadsheet
Operators where the owner or senior manager is still the bottleneck in daily coordination decisions
Businesses already generating revenue but unable to grow because the operation cannot absorb more volume
Investment
The Workflow Audit is a paid engagement starting from $1,500 USD. Scope and investment depend on the size and complexity of your operation. If we proceed to a build engagement, the audit cost is credited.
Book a Workflow Audit A genuine operational diagnostic takes time and produces a real deliverable. Paid engagements attract operators who are serious about fixing the problem. If you proceed to a build with us after the audit, the cost is credited toward the project.
The audit runs over two to three working days from the intake call to delivery of the gap report and fix plan. The intake call is 60 minutes. The diagnostic and report work is on our side.
That is fine. The gap report and fix plan are yours regardless of whether we work together further. Some clients use the deliverables to brief internal teams or evaluate other options. The recommendation we give at the end applies either way.
Not much. You will need access to your key workflows, tools, and the people who run daily operations. We will send a short intake form after booking so we can focus on the right areas before the call.
The audit works across sectors. The operational problems look different but the diagnostic approach is the same. The deliverable is a specific fix plan, not a generic report.
Start with the diagnosis .
Book a workflow audit. We will map your operation, find the highest-impact gap, and give you a specific fix plan. No vague reports, no upsell decks.
