Which version is right?
v2_FINAL_v3
Who follows this up?
— nobody owns it
Did we invoice Job 14?
check 3 folders
Find out where your business is wasting time and money.
We dig into the everyday processes, systems and workarounds running your business and find what's making things harder than they need to be.
- Owner interview
- Up to 5 staff interviews
- Up to 5 processes reviewed
- Full written Audit
- 90-day action plan
- 60-minute findings walkthrough
A few problems that show up everywhere.
The audit isn't looking for one thing. These are the kinds of issues it turns up — in every industry, wearing slightly different clothes.
Too much data, not enough information
The same fact lives in five places, typed and re-typed each time. The more places, the more it gets messed up — and none of it is linked, so you can't decide off it.
One fact. Five places. Four chances to get it wrong.
A client's details
CRM→billing→job file→email list→onboarding doc
A price change
the quote→the invoice→the catalogue→the spreadsheet
Multiple teams, multiple languages
The office and the field use different words and tools. Neither is wrong — they just don't line up, so things get translated, guessed at, or quietly lost between them.
One job. Multiple sets of words. None quite connect.
Field lingo in accounting reports
“I don't know how to job cost 'booger wires'.”
Conflicting statuses
“It says 'complete' in the app, but the whiteboard still says 'waiting on parts'.”
The right thing, used the blunt way
You'd use people and gear strategically, but you can't book what you can't see. So you reach for the easy lever — fill it, book it, run it. It works. It just costs more than it needs to.
Full doesn't mean profitable. Busy doesn't mean paid.
Fill every room
ProFull house tonight.
ConDiscounted rooms you could've sold at rate — you couldn't see the demand coming.
Book every crew on overtime
ProJob got done early.
ConPaid double for labour — you couldn't see it was already on track.
The rules keep moving
The rules change constantly, and updates come from everywhere. Nobody's sure who's supposed to act on them, so everyone waits for someone else to.
One update. Ten sources. Nobody sure who's allowed to act.
The business
Who's supposed to act on this?
Talk
60–90 minutes with the owner/manager, plus up to 5 staff interviews. Management tells us where they think the problems are. Staff tell us what actually happens.
Dig
We look at the actual stuff running the business. Spreadsheets. Software. Forms. Reports. Paperwork. Shared drives. Emails. Workarounds.
Follow
We follow up to 5 important processes from beginning to end. We look for repeated work, unnecessary steps, mistakes, delays, missing information and things relying too heavily on memory.
Report
We show you what we found, what it's costing you where that can reasonably be estimated, what we'd change first, and what isn't worth touching.
See what an Operations Audit actually looks like.
Summit Utility & Electrical is a fictional 35-person field + office business. This is an illustrative excerpt of a real Phase Point audit format — findings, data, priorities, recommended fixes and a 90-day action plan.
Fictional client · 35 employees · Field + office · Multi-state service business · Owner-led management
Quoting is exposed to spreadsheet version errors
Field production data cannot be reliably trusted
Summit Utility & Electrical is fictional. All counts, interview notes and reviewed samples are illustrative of what a completed Phase Point audit can contain.
What happens after the Audit?
The Operations Audit gives you a useful plan whether we ever work together again or not. From there:
Have us build it
Phase Point can take the best opportunities and build the systems, processes and tools to fix them.
See what we buildImplement it internally
Take the plan and run with it yourself. That's completely fine too.
Keep us around
Phase Point can stay involved as your outsourced operations function — improving systems, solving new problems and keeping everything connected as the business changes.
See ongoing supportThere is no requirement to hire Phase Point for implementation or ongoing support after an Audit.
- Owner interview
- Up to 5 staff interviews
- Up to 5 processes
- Full written Audit
- 90-day action plan
- Findings walkthrough
Think there's more than $1,795 worth of wasted time hiding in your business?
Let's find out.
Book your audit — $1,795Not sure you're a fit? Ask us first.Let's get started.
A few details and we'll be in touch to lock in your audit and take the $1,795 payment.
