Globelts Placeholder: 12-person accounting firm
Client onboarding redesigned and document collection automated. Placeholder result: onboarding time cut from days to hours, partners freed from routine chasing.
▸ Onboarding effort reduced Business Productivity & AI Audit
Find the work your business should no longer be doing manually.
We analyze your processes, tools, and repetitive work and create a practical roadmap to improve productivity through better workflows, automation, and AI.
Fixed fee · 1–6 weeks depending on scope · No obligation to implement with us
Business Productivity Scorecard Illustrative sample — yours is built from evidence
2.2/5
- Process maturity 2.2
- Automation coverage 1.8
- Tool stack efficiency 2.6
- Data & reporting 2.4
- Knowledge management 1.9
- Customer response speed 2.8
- Team capacity 2.5
- AI readiness & governance 1.6
An operations partner, not an AI agency. We don't start with technology — we start with how your business runs, and recommend automation and AI only where they earn their place.
Who this is for
Built for teams growing faster than their processes
If your business runs on skilled people, shared tools, and processes that grew up organically — this audit was designed for you.
Founder-led businesses
Where too much still runs through the founder's inbox.
Professional service firms
Legal, accounting, consulting — billable time lost to admin.
Agencies
Client onboarding, reporting, and handoffs that eat margin.
Financial services
Document-heavy workflows with compliance in the loop.
Education & training
Enrollment, scheduling, and student communication at scale.
Multi-location businesses
The same process done differently at every site.
Research & knowledge firms
Expertise trapped in documents, inboxes, and heads.
Growing companies (5–50 people)
Processes that worked at 5 people breaking at 25.
Teams without an AI function
No internal automation or AI team — and no plan to hire one.
Sound familiar?
Where time and money quietly leak
Most operational waste doesn't look like waste. It looks like normal work — until you add up the hours. These are the patterns we find most often.
Repetitive administrative work
Skilled people spending hours on scheduling, filing, and follow-ups a system should handle.
Manual data entry
The same information typed into two or three systems — with errors compounding at each step.
Slow lead follow-up
Enquiries answered in days instead of minutes, while competitors respond first.
Inefficient customer onboarding
Every new client kicked off by hand — inconsistent, slow, and dependent on whoever is free.
Repetitive reporting
Someone rebuilding the same spreadsheet every week from exports and copy-paste.
Information scattered across tools
Answers split between email, chat, drives, and five apps that don't talk to each other.
Poor internal knowledge management
Hard-won know-how living in people's heads and old threads instead of a findable system.
The same questions, answered again
Senior staff repeatedly explaining policies, pricing, and process instead of doing their jobs.
Inconsistent processes
Outcomes depending on who did the work that day, not on a defined way of working.
Key-person dependency
Critical work only one person knows how to do — a bottleneck and a business risk.
AI used without standards
Team members experimenting with AI tools individually — no guidelines, quality control, or shared gains.
Hiring to cover inefficiency
Adding headcount to keep up with work that a better process would simply remove.
Three or more of these sound like your business? The audit will tell you what they cost — and which are worth fixing first.
What the audit is
A structured look at how your business actually runs
Not a sales exercise and not a software demo. We interview your team, map your workflows and tools, measure where time goes, and put the findings in writing — with a plan attached.
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Discovery & interviews
Structured interviews with leadership and the people doing the work. We learn how work actually flows — not how the org chart says it should.
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Process & tool mapping
We map your core processes end-to-end and inventory every tool, integration, and workaround — including the spreadsheets nobody admits to.
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Analysis & scoring
Each workflow is assessed for time cost, error risk, and automation potential. Your Business Productivity Scorecard is built from this evidence.
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Roadmap & readout
You get a prioritized 90-day roadmap — quick wins first — presented in an executive session with clear owners, effort, and expected impact.
The method
Audit → Optimize → Automate
Technology last, on purpose. We fix the process before we automate it — so you never pay to speed up work that shouldn't exist.
- 01 Understand
Audit
We document how your business actually operates: processes, tools, handoffs, and where hours and money quietly leak.
- Stakeholder interviews
- Process mapping
- Tool & data inventory
- Time-cost analysis
- 02 Simplify
Optimize
Before any technology: we redesign the process itself. Remove steps, clarify owners, standardize the way work gets done.
- Process redesign
- Standard operating procedures
- Tool consolidation
- Clear ownership
- 03 Systemize
Automate
Then we apply automation and AI where they genuinely pay off — repetitive, rule-based, high-volume work first.
- Workflow automation
- AI-assisted workflows
- Reporting automation
- Knowledge systems
What you receive
Everything in writing. Everything actionable.
The audit ends with documents you own and can act on immediately — whether you implement with us, with your team, or with someone else entirely.
Process map of your operations
A clear, visual map of how work flows through your business today — including the friction points.
Business Productivity Scorecard
Your operation scored across eight dimensions, so you know exactly where you stand and can measure progress.
Prioritized opportunity map
Every improvement we identify, ranked by impact versus effort — so you know what to do first and what to ignore.
Tool stack assessment
Which tools to keep, connect, replace, or retire — with the overlaps and gaps made explicit.
90-day productivity roadmap
A practical, sequenced plan with owners, effort estimates, and expected time savings for each initiative.
AI readiness & governance review
Where AI can genuinely help, where it can't yet, and the usage standards your team needs either way.
Executive readout session
Findings presented to leadership in plain language, with time to pressure-test priorities together.
Everything in writing
A complete written report you own — useful whether you implement with us, internally, or with someone else.
The Business Productivity Scorecard
Know exactly where you stand
Your operation, scored across eight dimensions from evidence — interviews, process maps, and tool data. Not a gut feeling.
- A baseline you can defend. Every score is tied to specific findings, so leadership sees why — not just what.
- Priorities become obvious. Low scores with high business impact rise to the top of your roadmap automatically.
- Progress becomes measurable. Re-score in six or twelve months and see the improvement in numbers, not anecdotes.
Business Productivity Scorecard Illustrative sample — yours is built from evidence
2.2/5
- Process maturity 2.2
Are core workflows defined, documented, and followed?
- Automation coverage 1.8
How much repetitive work still runs on manual effort?
- Tool stack efficiency 2.6
Do your tools work together — or against each other?
- Data & reporting 2.4
Can leadership see accurate numbers without manual assembly?
- Knowledge management 1.9
Is company knowledge findable, current, and shared?
- Customer response speed 2.8
How fast do leads and clients get answers?
- Team capacity 2.5
How much skilled time is spent on work below skill level?
- AI readiness & governance 1.6
Is AI used deliberately, safely, and with standards?
Example findings
The kind of opportunities an audit surfaces
Every roadmap item is placed on an impact-versus-effort matrix, so quick wins are unmistakable and expensive distractions get named as such. A few examples from typical engagements:
- 1
Instant lead follow-up Quick win
Every enquiry acknowledged in minutes with routing to the right person — no lead sits overnight.
- 2
Client onboarding workflow Quick win
A standardized onboarding sequence — welcome, documents, kickoff — triggered automatically for every new client.
- 3
Reporting automation Quick win
Weekly and monthly reports assembled automatically from live data instead of rebuilt by hand.
- 4
Internal knowledge base Core project
Policies, pricing, and how-tos in one searchable place — with AI-assisted answers for the team.
- 5
CRM cleanup & workflow rules Core project
One source of truth for customers, with data entered once and flowing everywhere it's needed.
- 6
Document & proposal generation Quick win
Proposals, contracts, and letters drafted from templates and client data in minutes, not hours.
- 7
AI usage guidelines Quick win
Clear standards for what the team may use AI for, with what data, and how output is reviewed.
- 8
Tool consolidation Core project
Retire overlapping subscriptions and connect what remains — fewer logins, fewer gaps, lower spend.
Expected outcomes
What changes when the roadmap lands
No inflated multiples — just the outcomes our clients actually plan around, delivered one prioritized initiative at a time.
Reclaim employee time
Hours of repetitive work per person per week returned to skilled, revenue-producing activity.
Reduce operational friction
Fewer handoffs, fewer status-check messages, fewer things falling between systems.
Improve consistency
Defined processes that produce the same quality no matter who runs them.
Increase capacity
Handle more clients and more volume with the team you already have.
Delay unnecessary hiring
Fix the process before adding headcount to compensate for it.
Improve customer experience
Faster responses, smoother onboarding, and fewer dropped balls your clients can feel.
Make knowledge accessible
Company know-how out of individual heads and into systems the whole team can use.
Create scalable processes
Operations that hold their shape as you grow — instead of breaking at each stage.
Engagements
What this looks like in practice
Representative engagement outlines. Detailed case studies available on request.
Placeholder: 20-person marketing agency
Reporting automated across client accounts and a shared knowledge base introduced. Placeholder result: account managers reclaimed most of a day per week.
▸ Reporting time reclaimedPlaceholder: 3-location training business
Enrollment and student communication standardized across locations with one CRM. Placeholder result: consistent process at every site, faster enquiry response.
▸ Response time improved Engagement options
Fixed scope. Fixed fee. No surprises.
Every package ends with findings you own and a plan you can act on — with us or without us.
Productivity Snapshot
A fast, focused read on your biggest sources of friction.
$1,500 fixed fee · 1 week
- Two stakeholder interviews
- Review of up to 3 core workflows
- Tool stack overview
- Top-5 opportunity shortlist
- Condensed Productivity Scorecard
- 60-minute findings session
Best for: Smaller teams that want a clear starting point before committing to a full audit.
Start with a SnapshotBusiness Productivity & AI Audit
The complete audit: processes, tools, knowledge, and AI readiness.
$4,500 fixed fee · 2–3 weeks
- Up to six stakeholder interviews
- End-to-end mapping of 5–8 core processes
- Full tool stack & integration review
- Knowledge management assessment
- AI usage & readiness review
- Full Business Productivity Scorecard
- Opportunity map ranked by impact vs. effort
- 90-day productivity roadmap
- Executive readout & working session
Best for: Growing companies of 5–50 people that want a full picture and a practical plan.
Book the Full AuditOperations Transformation Audit
Deep, multi-team analysis for complex or multi-location operations.
$9,500 fixed fee · 4–6 weeks
- Everything in the full audit
- Multi-team and multi-location coverage
- Cost-of-inefficiency estimates per process
- Vendor & tool consolidation analysis
- Draft AI governance & usage guidelines
- SOP priority framework
- 90-day and 12-month roadmaps
- Leadership workshop
Best for: Larger or multi-location businesses ready for structural change.
Discuss Transformation ScopeFees shown are indicative and confirmed in your proposal. If we begin implementation together within 60 days, the audit fee is credited toward that work.
Optional implementation
If you want it built, we build it
The roadmap stands on its own — but when you'd rather not project-manage the fixes, we implement them. Each service is scoped and priced from your audit findings.
Workflow redesign
We re-engineer the processes the audit flagged — fewer steps, clear owners, documented SOPs.
CRM & automation implementation
Set up or repair your CRM and connect the automations around it — follow-ups, pipelines, handoffs.
Internal knowledge systems
A structured, searchable knowledge base — optionally with an AI assistant trained on your content.
AI workflow development
Practical AI-assisted workflows for drafting, triage, summarization, and review — with human oversight built in.
Reporting dashboards
Live dashboards that replace the weekly spreadsheet ritual with numbers you can trust.
Team training
Hands-on training so your team runs the new processes and tools confidently — including responsible AI use.
Ongoing productivity consulting
Continued advisory as you grow — new bottlenecks found and fixed before they calcify.
Ongoing partnership
Business Productivity Partner
Your ongoing operations and productivity partner — improvement that compounds month after month.
- Two working sessions every month
- Ongoing workflow improvements
- Implementation guidance for your team
- Maintenance of automations & systems we've built
- Quarterly productivity reviews against your Scorecard
- Priority access between sessions
$1,800 per month
Discuss the Partnership Available after any audit engagement. Cancel with 30 days' notice.
“Placeholder testimonial — a sentence or two from a client about what the audit found and what changed afterward.”
“Placeholder testimonial — ideally specific: the bottleneck they had, and the measurable difference now.”
Questions
Asked before every audit
If yours isn't here, ask it on the consultation call — we'd rather you go in with clear expectations.
Is this an AI project?
Not primarily. It's an operations project. We look at processes, tools, and knowledge first — AI is one of several instruments we may recommend, and only where it demonstrably saves time or improves quality. Many of the highest-value fixes involve no AI at all.
Do we need technical staff for this to work?
No. The audit is designed for businesses without an internal automation or AI team. Recommendations favor tools your team can actually operate, and every roadmap item includes what it takes to run day-to-day.
How much of our team's time does the audit take?
Typically 45–60 minutes per interviewed stakeholder, plus a little coordination. We do the heavy lifting between sessions. The full audit usually touches four to six people across two to three weeks.
Will you push us to buy new software?
We're tool-agnostic and take no vendor commissions. Our first preference is consolidating and better using what you already pay for. New tools appear on the roadmap only when the case is clear.
How is this different from hiring an AI agency?
An AI agency starts from the technology and looks for places to apply it. We start from your operations and work backward to whatever fixes them — process redesign, standardization, automation, and AI where it earns its place.
What happens after the audit?
The roadmap is yours. Some clients implement internally, some engage us for specific builds, and some continue with the Business Productivity Partner retainer. There's no obligation to implement with us.
How do you handle confidential information?
All engagements run under a mutual NDA. We access only the systems you approve, and any AI-assisted analysis follows the same data standards we recommend to clients — no sensitive data in unapproved tools.
Will this disrupt our team's day-to-day work?
Minimally. The audit is interviews and observation, not a systems freeze. Implementation, when you choose it, is sequenced so changes land one at a time with training alongside.
What size of business is this designed for?
The sweet spot is 5–50 employees — large enough that inefficiency compounds, small enough that changes land quickly. The Snapshot suits smaller teams; the Transformation Audit handles multi-team and multi-location complexity.
Can you guarantee specific savings?
We don't promise multiples or headline percentages — every business is different. What we do guarantee is a clear, evidence-based account of where your time goes and a practical, prioritized plan to win a meaningful share of it back.
Book a Productivity Consultation
Start with a 30-minute conversation
No pitch deck, no obligation. We'll talk through where your team's time goes, flag the patterns we see immediately, and tell you honestly whether an audit is worth it for you.
- We reply within one business day
- Every engagement runs under a mutual NDA
- If we're not the right fit, we'll say so on the call
Your team is already telling you where the friction is.
Let's put it in writing — with a plan.
One consultation call. A clear recommendation. No pressure either way.