Automation Audit

Before we build anything, we find exactly where you're losing time and money to manual work.

Book the Automation Audit

The Problem It Solves

Why most automation projects fail.

  • Most businesses know they have manual processes but don't know which ones to fix first
  • Automating the wrong thing wastes money and builds something nobody uses
  • Generic recommendations don't account for how your specific business actually operates

How It Works

A 45-minute call. A written plan.

01

Discovery call

45 minutes to understand your team, your tools, and your biggest operational pain points. No prep required on your end.

02

Process mapping

We trace every manual workflow and deliver a written process map within 5 business days. You see exactly where hours and dollars are going.

03

Ranked plan + pilot quote

You get a ranked opportunity list with hours and dollars recovered, a recommended implementation sequence, and a fixed pilot quote. You keep it whether you hire us or not.

What's Included

What you walk away with.

  • 45-minute discovery call
  • Written process map, delivered within 5 business days
  • Ranked opportunity list with hours and dollars recovered
  • Recommended implementation sequence
  • Tool-stack review
  • A fixed pilot quote

The Automation Audit is the natural starting point if you're not sure where to begin. You leave with a document that has real value whether you hire BlueCrab or not.

Case Study

Online Interview Prep Platform

The Problem

The platform was sending outreach campaigns manually and had no systematic way to engage different audience segments — competitors' customers, recent conference attendees, and platform-specific prospects — with targeted messaging.

What We Built

A full outbound system using Apollo for prospecting and Customer.io for email automation. Custom sequences were built for each audience segment, with personalized copy, follow-up logic, and engagement tracking. The system runs continuously with no manual sending required.

The Result

The team went from ad hoc manual outreach to a fully automated multi-sequence system reaching thousands of targeted prospects weekly. Campaign performance is tracked in real time and sequences update automatically based on engagement.

$1,500, one-time.

The Automation Audit is a flat $1,500, credited toward your pilot within 30 days. You leave with a written plan and a fixed pilot quote — real value whether you hire BlueCrab or not.

See full pricing →

Pilot Guarantee

If the pilot doesn't go live as scoped, you don't pay. We bill by milestone, and the final milestone is your system running in your accounts, demonstrated live. No vaporware, no hand-waving.

Ownership Statement

You own everything. All workflows, configurations, and integrations live in your accounts from day one. If we part ways, nothing changes — your automations keep running exactly as they are.

Discovery Call

Find out what your business could reclaim.

Thirty minutes. We find where you're losing the most time and show you what fixing it looks like.