Five structured questions. A scoring matrix. A 30-day starter plan. Most small businesses spending 10+ hours a week on repeating admin can identify their first automation candidate in under 20 minutes.
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The Workflow Audit
5 questions. 20 minutes. Your answer.
No marketing emails. No follow-up unless you ask.
Your email stays with MEIKAI, never shared.
Open it below, or save it as a PDF using your browser's print function. Work through it with your team. It takes about 20 minutes.
Open the Workflow AuditThe Workflow Audit walks you through the same diagnostic framework MEIKAI uses in the first week of every Clarity Scan engagement. Adapted so you can run it yourself.
Section 01
A structured inventory of every repeating task your team performs: with a simple test for which ones follow a predictable enough pattern to automate.
Section 02
Consequence mapping: which tasks carry downstream risk, and which are genuinely low-stakes. This separates automation candidates from things you should leave alone.
Section 03
A checklist of the 12 most common data-loss points in small service businesses: from re-keying across tools to verbal handoffs that never get written down.
Section 04
An ROI calculator. Take the hours a task consumes per week, multiply by your real cost of that time, and you have a number to work with: not a vague "productivity gain".
Section 05
Plot every candidate task on a two-axis grid. The top-left quadrant (high impact, low complexity) tells you exactly where to begin.
Section 06
Week-by-week milestones, starting with tools you already pay for. No new software budget required for the first sprint.
Every page is a working tool: tables to fill in, questions to answer with your team, a matrix to complete. No abstract frameworks, no jargon glossaries.
Task inventory worksheet
A table to list every repeating task, estimate its weekly hours, and rate its automation potential in three dimensions.
Consequence & data-loss checklist
12-item grid covering the most common failure points: re-keying, verbal handoffs, Excel-as-database, and more.
ROI calculator
Hours per week × your hourly rate × 48 working weeks. Simple arithmetic. A concrete number to bring to any internal conversation.
Priority scoring matrix
Plot each task on impact vs. implementation complexity. The upper-left quadrant is your starting point.