Why We Start Every Engagement With a Free Audit
Every ClearField engagement starts the same way: a 45-minute call, a written report, no commitment. Here's why we do it this way — and what makes it different from a 'discovery call.'
Most agency discovery calls are sales calls with a different name. The questions are designed to qualify you as a buyer, not to understand your operations. The outcome is a proposal, not a deliverable.
We do it differently. Every ClearField engagement starts with a free 45-minute structured call — and you leave with a written report regardless of what happens next. The report maps your top automation opportunities, quantifies the cost of each, and ranks them by impact. You can act on it with us or with anyone else. It's yours either way.
Why free, and why written?
The audit is free because we believe it should be. A business shouldn't have to pay to understand what's costing them. And it should be written because a verbal walkthrough of 'here's what we found' is worth exactly as much as your ability to remember it three days later.
“If we can't articulate what your problem is and what solving it is worth, we shouldn't be charging you to build the solution.”
What the structured interview covers
- Where your team's time actually goes, versus where it should go
- The processes that run most frequently and take the most time
- The hand-offs that introduce errors or delays
- The reports and outputs that are created manually but could be automated
- The tools your team already uses (because we build inside them, not around them)
Within 48 hours of the call, you receive a written document that covers: the top 3 automation opportunities in your operations, a rough time/cost estimate for each, an ROI projection, and a recommended sequence for implementation. Not a deck. Not a proposal. A working document you can take anywhere.
See what this looks like in your operations.
The Discovery Audit is free. 45 minutes, a written report of your top 3 opportunities, delivered within 48 hours.