Audit funnel · $250 fully refundable

Book a paid audit.

Two weeks. A written brief on one chosen workflow in your vertical: what to automate, what to leave alone, what it should cost to run monthly. The deposit holds your slot and is fully refundable against an implementation within sixty days.

  • Human-reviewed, written brief — not a sales deck.
  • Refunded against an implementation within 60 days.
  • Stripe checkout. No card details stored here.
  • Kickoff within two weeks of your deposit clearing.

Audit intake

Seven fields. About two minutes.

We pair the answers against prep notes so the kickoff call is productive from minute one.

The one your workflow runs in.

Just me
2 – 10 people
11 – 50 people
More than 50

Rough is fine. Per week.

People who touch this workflow.

A few sentences — we will quote these back in the brief.

On submit we create a $250 Stripe hold. Fully refundable against an implementation within 60 days.

Still weighing it?

Read first. Submit when the audit feels like the right step.

The audit is a deliberate commitment. Three short reads cover the price shape, the buyer questions we hear most, and the workflow we will run you through before the kickoff call.

Pricing

Three offers. One workflow run well.

Paid audit, fixed-fee implementation, or monthly retainer — priced in the SMB automation band.

Buyer objections, answered

Eight questions. Refund, PII, AI mistakes, lock-in.

Read the eight most-asked questions before you decide whether the audit is the right step.

Free, take it with you

Workflow audit checklist (PDF).

Ten self-scoring prompts you can run on the workflow you most depend on this quarter. Useful even if you never book the audit.

What happens next

Three steps from form to kickoff.

01

Pay $250 deposit

Refundable against a Northbench implementation within 60 days. The deposit holds your place in the audit queue.

02

We email you the prep checklist

A one-page list drops into your inbox the moment the deposit clears. Tools, contacts, recordings, one worked example of the bottleneck.

03

You pick a kickoff window

Email back with two or three 30-minute slots in the next two weeks. A human books the call within the day.