AI Workflow Audit · £1,495 + VAT fixed fee
Where are people, time and systems being wasted?
Before anything is built, Evans maps the work, measures the human effort, estimates the annual cost and decides whether automation is genuinely worthwhile — or whether the process should simply be fixed.
What the audit examines
- Repeated administrative work
- Manual data transfer
- Enquiry handling
- CRM processes
- Document creation
- Recurring reporting
- Sales administration
- Proposal creation
- Research
- Customer service
- Information retrieval
- Repetitive operational decisions
- Duplication between systems
What you receive
- Workflow map
- Current human effort
- Estimated annual cost
- Process weaknesses
- Automation suitability
- Risk and complexity
- Recommended solution
- Human approval points
- Implementation priorities
- Estimated commercial return
Four possible verdicts for each workflow
High automation suitability
Predictable, rules-based, frequent and low-risk. Worth automating.
Possible with human review
Automation prepares or drafts; a person approves.
Improve the process first
Automating it now would only make a weak process fail faster.
Keep human-led
Judgement, relationships or risk mean people should own it.
Not the same as the Commercial Growth Sprint
The Commercial Growth Sprint asks where growth is being lost — market, proposition, pipeline, conversion. The AI Workflow Audit asks where people, time and systems are being wasted inside commercial and operational workflows. If you are unsure which applies, the enquiry below is the right place to start.
Not ready for an audit yet? Start with a free tool
- 01Free diagnostic tool
- 02Identified opportunity
- 03AI Workflow Audit
- 04Automation Blueprint
- 05Implementation
- 06Managed AI Automation
Human control
Automation should reduce work, not remove accountability.
Human approval where it matters
Pricing, commitments, customer-facing claims and anything with legal, financial or reputational consequence keep a named person in the approval step.
Commercial judgement stays human
Automation prepares, sorts and drafts. People decide who to prioritise, what to promise and when to walk away.
Not autonomous by default
Sensitive actions are not fully automated unless the risk has been assessed and the business has chosen that deliberately.
Less work, same accountability
Automation should remove administration, not remove ownership. Every workflow has a named owner and a way to see what it did.
Process first, where that is better
Sometimes the correct recommendation is to improve the process rather than automate it. Automating a broken process only makes it fail faster.
The simplest suitable solution
A reliable rule in an existing system often beats a complex new platform. Complexity is what stops systems being used.
Evans owns the commercial problem, workflow diagnosis, process design, implementation management and commercial measurement. Straightforward systems can be implemented directly. Where specialist software engineering, enterprise integration, cybersecurity or regulated-data expertise is required, Evans can manage appropriate technical specialists as part of the engagement.
Six solution families
Where automation usually pays back first.
Sales & CRM Automation
Lead capture, qualification, CRM administration, follow-up, research, pipeline updates and sales reporting.
See the workflows →02Customer & Enquiry Automation
Incoming enquiries, routing, acknowledgements, classification, FAQs, appointments, support triage and escalation.
See the workflows →03Document & Data Automation
Data extraction, document classification, data entry, summaries, document generation and moving information between systems.
See the workflows →04Reporting & Management Automation
Weekly reports, management summaries, dashboards, performance alerts, KPI consolidation and recurring analysis.
See the workflows →05Operations & Admin Automation
Scheduling, task creation, internal requests, forms, handover, approvals and repeated back-office workflows.
See the workflows →06AI Agents & Business Assistants
Research, approved information retrieval, drafting, workflow steps and commercial support — controlled, with human approval.
See the workflows →Automation Opportunity Calculator
Estimate the annual cost of a repetitive task and the capacity automation could return.
Open →What should my business automate?
A short diagnostic that classifies a task by automation suitability, and explains why.
Open →Workflow examples library
Visual workflow maps showing where automation and human review sit.
Open →Related service
Already know which workflow to automate?
Implementation starts from £4,950 + VAT for a focused workflow.
Practical guidance
What Should I Automate in My Business?
Not every repetitive task is worth automating. Here is how to work out which ones are.
How Much Does AI Automation Cost, and Is It Worth It?
AI automation cost varies with process complexity, and the return depends on hours saved and errors avoided being measured honestly, not assumed.
How Do You Choose an AI Automation Consultant?
A good AI automation consultant will sometimes tell you not to automate. That is worth knowing before you choose one.
AI Workflow Audit questions
£1,495 + VAT as a fixed fee.
A workflow map, current human effort, estimated annual cost, process weaknesses, automation suitability, risk and complexity, recommended solution, human approval points, implementation priorities and an estimated commercial return.
No. It will say where automation is worthwhile, where human review is needed, where the process should be fixed first and where work should stay human-led.
No. The recommendations are yours to act on. Many clients choose Evans to implement, but there is no obligation.
The Sprint diagnoses where growth is being lost. The audit diagnoses where people, time and systems are being wasted in commercial and operational workflows.
Discuss a workflow
Book an AI Workflow Audit.
Describe the process, the people involved and the systems it touches. Evans will tell you plainly whether automation looks worthwhile, and what a sensible first step would be.
£1,495 + VAT fixed fee
Or call 0330 043 8477 · info@evanssalesconsultancy.co.uk