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Automation Workflows

The 30-Minute Systems Audit: Find Where Your Business Leaks Money

Presentech TeamJun 8, 2026 6 min read

Every business we work with tells us the same thing: the team is busy, but the numbers don't move. In almost every case, the problem isn't effort. It's leakage — hours and enquiries quietly draining out of broken workflows.

This is the exact 30-minute audit we run on a first call. Steal it and run it on your own business this week.

Minutes 0–10: Follow one enquiry

Pick the last enquiry that came in. Trace it step by step: where did it land, who touched it, how long did each handoff take, and where did it stall? Write down every manual step — every spreadsheet, every 'I'll forward this', every follow-up someone had to remember.

If you count more than three manual handoffs, you found your first leak. Manual handoffs don't just cost time; they cost the enquiries that go cold while waiting.

Minutes 10–20: List the repeated work

Ask your team one question: what do you type, copy, or check more than five times a week? The answers are almost always the same:

  • Copying enquiries from inbox or WhatsApp into a spreadsheet
  • Chasing clients for missing information
  • Reminding teammates about pending tasks
  • Rebuilding the same weekly report by hand

Minutes 20–30: Price the leak

Take the hours from steps one and two and multiply by a loaded hourly cost. Then estimate the enquiries lost to slow follow-up — even a 10% loss on a healthy pipeline is usually the biggest number on the page.

That total is your automation budget justification. Most audits we run find between 10 and 30 hours a week plus a double-digit enquiry loss.

What to automate first

Start with the leak closest to revenue: enquiry capture and follow-up. Structured intake plus automatic reminders typically pays for the whole programme before you touch anything else. Then work backwards into operations.

Want us to run this audit with you? It takes 30 minutes and you keep the one-page map either way.

Want this applied to your business? Get your free 30-minute impact call.

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