Workflow Clarity Audit
A practical review of how your business actually runs day-to-day, and a clear plan for where AI, automation, and better systems can save you time immediately.
Most small businesses know something in their workflow is broken. They just can't pinpoint exactly where — or which fix would make the biggest difference.
The Workflow Clarity Audit answers both questions.
We map how work actually flows through your business today: where leads come in, how customers are handled, where information gets entered (and re-entered), what gets followed up, what gets forgotten. Then we identify the two or three places where a simple change — a template, an automation, an AI prompt, a tool swap — would save you the most time for the least effort.
You walk away with a written plan you can act on yourself, hand to a virtual assistant, or bring back to us for implementation. Your call.
A visual or structured summary of how work currently flows through your business, with friction points marked clearly. This alone often surprises owners — seeing the workflow on a page makes the problems obvious.
The three highest-impact places where AI, automation, or better systems would save the most time. Each one explained in plain English with estimated time savings and effort to implement.
The single workflow we recommend you fix first — the one with the best ratio of impact to effort. Including the specific tools, prompts, or templates we'd use.
A small library of ready-to-use AI prompts and document templates tailored to your business — email reply templates, quote drafts, customer follow-up prompts, or note summarisation prompts.
A simple, sequenced plan for what to do first, second, and third. No 50-page strategy documents. Usually 1–2 pages of clear next steps.
Practical suggestions for the tools that fit your business, prioritising low-cost and no-code options. We have no affiliate deals — recommendations are based on fit, not commissions.
You complete a short intake form and pay via Stripe, or book a discovery call first if you'd rather talk it through.
After booking, you receive a longer questionnaire about your current tools, processes, and where things get stuck. Plain English, no technical knowledge required. Most people complete it in 20–30 minutes.
If a call would help us understand your workflow better, we book one. Some businesses skip this and let the questionnaire do the work — both are fine.
We map your workflow, identify the friction points, build the recommendations, and prepare your prompts and templates.
Delivered as a PDF report and shared document, with an optional 10-minute Loom video walkthrough so you can hear the reasoning behind each recommendation.
You have 14 days to come back with questions about anything in the report. No extra cost.
We've designed the audit to need very little of your time. About 60–75 minutes total.
You don't need technical knowledge, you don't need to prepare anything, and you don't need to tidy up your systems before we look at them. Messy is what we expect — and messy is what we work with.
Time required
A good fit if you:
Probably not a fit if you:
Not sure which side of the line you're on? Send a quick message and we'll tell you honestly.
$399 AUD
Delivered within 7 days · Fully remote
Everything included
You'll receive your full report within 7 days of completing the post-booking questionnaire. Often sooner.
Not at all. The audit is designed for business owners who want practical help, not technical training. We translate the AI side into plain English.
No. Most recommendations use tools you already have or low-cost options under $30/month. Where a paid tool is genuinely the best fit, we say so — and explain why.
Come back to us within 14 days of delivery and we'll revise them. The audit isn't done until you have a plan you'd actually act on.
We can. After the audit, you can choose to take the plan and run with it yourself, or engage us for done-with-you setup or done-for-you implementation. Pricing for implementation is quoted separately based on scope.
No. Lumomatics is based on the Peninsula and we love working with local operators, but the audit works the same way for businesses anywhere in Australia.
We only look at the systems and information you choose to share. Nothing is shared, sold, or used to train any AI model. Full details in our privacy policy.
Yes. Get in touch and we'll send a Stripe invoice or bank transfer details.
Honestly, that's the entire target market. If you have repetitive admin and a real desire to fix it, the audit works.
The plan is written so a non-technical owner or assistant can follow it. Most quick wins are implementable in a few hours.
The roadmap is structured to be delegated. Anyone reasonably comfortable with everyday business tools can execute it.
Done-with-you setup (from $750) or done-for-you implementation (from $1500). We quote each one based on the scope in your audit — no generic packages.
There's no pressure to engage further. The audit is a complete deliverable on its own.
AUD $399, delivered within 7 days, fully remote.
Clear workflows. Smarter business.