How the audit works
A focused review. A practical plan.
For a small team with recurring manual work in sales, marketing or operations. We review one business unit and up to three workflows, using the process examples and tool information you choose to share.
- Map the work.A discovery workshop identifies the handoffs, repeated steps and outcomes that matter.
- Review the evidence.We assess your tools and sample processes, then rank opportunities by effort, likely benefit and dependencies.
- Choose a measurable first project.A findings workshop walks through your roadmap, owners and acceptance checks.
What you receive
A decision you can act on.
Current workflow map
The steps, tools, handoffs and recurring friction across the workflows reviewed.
Ranked opportunity shortlist
Practical options with estimated effort, costs, dependencies and clearly labeled assumptions.
Data and access checklist
What your team needs to confirm before an implementation can begin.
30-day implementation roadmap
A proposed sequence with owners and acceptance checks. The roadmap covers the next 30 days; audit delivery dates are agreed in your proposal.
Clear scope
The $5,000 audit includes a discovery workshop, review of up to three workflows and a findings workshop. Implementation, software licenses, production changes and ongoing monitoring require a separate agreement. Savings estimates remain assumptions until measured.
Your guide
Hi, I'm Rich Arcati.
I'm a Salesforce and marketing automation architect on Long Island. I started Arcati Marketing because powerful automation should feel simple, and it should hand you time back instead of taking more of it.
Start with the work you want to improve.
Tell me about your team and one recurring workflow. We will confirm fit, scope and delivery dates before a paid engagement begins.
Email Rich: rich@arcatimarketing.com