Business Efficiency Audit
See how your business really runs.
The audit is a deeper review that follows the free Efficiency Check. Dan looks properly at how work flows through your business and gives you clear, practical recommendations.
Based in Portsmouth and working with businesses across Portsmouth, Southsea and surrounding areas. For suitable local businesses, Dan can visit in person.
The problem
You know things could run better. It's hard to see where to start.
- When you're in the business every day, it's difficult to step back and spot what's slowing you down.
- There's no shortage of software and advice, but little of it is specific to how you work.
- Fixing the wrong thing first wastes time and money.
What we do
A structured look, then honest recommendations.
The audit covers the whole journey, from how customers find you to how you get paid.
We look
How enquiries, quotes, bookings, jobs, invoices and follow-up currently flow.
We listen
What frustrates you, what you've already tried and what matters most.
We recommend
Practical improvements in order of value, whether or not you work with us to build them.
Practical examples
Things an audit often uncovers
- Where enquiries are going unanswered or being followed up too late.
- Tasks being done twice because systems don't talk to each other.
- Software you're paying for but not really using.
- Quick wins that could be in place within days, and bigger changes worth planning.
Who it suits
A good fit if…
- Your Efficiency Score showed a few clear gaps and you'd like a closer look.
- The business has grown and the old way of doing things is creaking.
- You want an independent, practical view before spending money on new systems.
- You're based in or around Portsmouth and would value an in-person visit.
How it works
A straightforward process.
- 1
Efficiency Check
Start with the free two-minute check so Dan understands the basics.
- 2
Conversation
A chat to agree what the audit should focus on and whether it's right for you.
- 3
Review
Dan reviews how things work, visiting in person where that's useful.
- 4
Recommendations
A clear summary of what to change, in what order, and why.
Ways to work together
Choose what you actually need.
There's no fixed package to buy. Start with one thing, or combine them. Dan will be honest about what's worth doing first.
Website only
A new or refreshed website that brings in enquiries.
Automation & systems only
Keep your website, fix the admin and follow-up behind it.
Business Audit
A deeper look at how the business runs, with clear recommendations.
Website + automation
A website connected to how you handle enquiries, quotes and bookings.