Operations Leak Diagnostic

Find where your business is losing time, money, and visibility.

A practical diagnostic for SMBs running operations on QuickBooks, Sage, Excel, email, or several disconnected tools.

Most growing SMBs lose $30,000–$50,000 a year to disconnected workflows — without ever seeing it on a P&L. See your number ↓

Book my diagnostic See what’s included

Diagnostic offered at $500. No software purchase required.

Were you referred by a partner? Mention it in the form.

How the diagnostic turns the mess into clarity
Your tools today
ExcelEmailQuickBooks / SageLegacy software
What it creates
Manual tasksDuplicate data entryLack of visibility
Clear report + action prioritiesYour 3–5 highest-return next actions
Sound like your day-to-day?

Does this feel familiar?

Most growing SMBs live at least four of these — without always naming them.

  • Your team re-keys the same information from one system to another.

  • Excel tracks orders, inventory, projects, or deliveries.

  • Reports take too long to produce or aren’t fully reliable.

  • One or two key people know how everything works.

  • QuickBooks or Sage handles the books, but the rest of operations lives elsewhere.

  • Follow-ups happen by email, phone, or human memory.

  • You’ve considered a better system, but the cost or ROI wasn’t clear.

The problem, in plain terms

Your systems don’t talk to each other.

The same information gets re-keyed from one tool to the next. Every copy is a chance for error, a delay, and lost visibility.

Today
Order (Excel)
re-keying
Books (QuickBooks)
copy-paste
Inventory (Excel)
manual update
Follow-up (email)

Every arrow is an entry redone by hand — so one more chance for error.

The diagnostic
After the diagnostic
Order (Excel)
Books (QuickBooks)
Inventory (Excel)
Follow-up (email)
One entry · connected data

The diagnostic shows where information is lost and what to connect first — without replacing everything.

Diagnostic scope

What the diagnostic reviews

We walk through the processes that actually run your operations — not just the accounting.

Sales and orders

Purchasing and suppliers

Inventory, projects or deliveries

Hand-off to accounting

Reporting and visibility

Customer / supplier data

Approvals and follow-ups

Software used today

Manual tasks and duplicates

Automation opportunities

Concrete deliverables

What you receive

Not just an advisory call. You leave with documents you can use.

01

Operations leak report

Where your business is losing time, money, visibility, or control.

02

Workflow and bottleneck map

A simple view of how information flows through your operations today.

03

Automation opportunity map

The tasks that could be simplified, automated, or better connected.

04

Software stack review

A look at your current tools, the overlaps, the limits, and the systems that don’t talk to each other.

05

Systems maturity score

A clear recommendation: keep your tools, connect them better, automate some processes, or consider a fuller platform.

06

Top 3–5 priority actions

Ranked by impact, effort, cost, and urgency.

The outcome

By the end, you’ll know what to do next.

  • Where manual work is slowing your business down
  • Which processes create the most errors or delays
  • Which automations would pay off the most
  • What can be improved with your current tools
  • What needs better integration
  • Whether a fuller system or ERP would actually make sense
  • Which actions to prioritize first
"

The goal isn’t to sell you software. The goal is to identify the next highest-return action.

Practical guides

Diagnose the problem before buying a solution.

Our resources provide concrete tests to identify operational leaks in your own workflows.

Best fit

Who is it for?

Ideal for

SMBs with 5 to 100 employees
  • Growing SMBs and B2B companies
  • Importers and distributors
  • Businesses with inventory, orders, projects, or deliveries
  • Teams using QuickBooks / Sage + Excel + email
  • Owners who want more visibility without launching a big software project yet

Less relevant

Simple operations
  • Only need accounting or bookkeeping
  • Solo operators with no operational complexity
  • No tracking, reporting, or inventory issues
  • No projects, orders, deliveries, or internal coordination
The process

How it works

A simple, low-risk process that respects your time.

1

Intro call

We quickly confirm whether the diagnostic is relevant for your business.

2

Diagnostic session

We walk through your main workflows: sales, purchasing, operations, inventory, follow-ups, reporting, and accounting.

3

Report and recommendations

You receive a clear list of operational leaks, automation opportunities, and recommended next steps.

Typical length: 60 to 90 minutes for the main session, followed by a short report.
Investment
Public offer
$500 complete diagnostic

The Operations Leak Diagnostic is offered at $500.

  • The complete diagnostic session
  • Analysis of your main workflows
  • A short operations leak report
  • An automation opportunity map
  • The recommended 3–5 priority actions
Book my diagnostic

Businesses referred by a partner may be eligible for privileged access during the pilot phase.

A clear investment, a measurable return.

A single manual task removed or one report made reliable often pays for the diagnostic. You know exactly where to act before spending on software.

1Diagnostic session
2Leak report
3Automation map
4Priority actions
What’s next?

After the diagnostic, several paths are possible.

You stay in control. The diagnostic informs the decision — it doesn’t force it.

Keep your current tools and improve a few processes

Automate one or two simple workflows

Build a more detailed automation plan

Connect your existing systems

Launch a small pilot project

Consider an operations platform or ERP if the problem is structural

ERP isn’t always the right answer. That’s exactly what the diagnostic clarifies — what’s truly worth doing.

The cost of doing nothing

What is your status quo actually costing you?

Move the sliders to your reality — and watch the bill you’ve been quietly paying appear. Every value sits at a deliberately conservative floor.

⏱️ Time lost to manual workLoaded cost, split by who’s doing it — your time vs. staff time.
Owner / manager admin hrs / week4 hrs
The expensive time — fixing problems, chasing info, decisions only you can make.
1 hrs25 hrs
Owner / manager loaded rate$65/hr
Your time isn’t minimum wage. What’s an hour of it actually worth?
$40/hr$150/hr
costs you$13,520/yr
Staff data-entry hrs / week10 hrs
Re-keying orders, reconciling, copying between systems and spreadsheets. Costed at a fully-loaded $26/hr — even a $16/hr clerk runs ~$21 after payroll tax, benefits & overhead.
3 hrs50 hrs
costs you$13,520/yr
❌ Mistakes that cost moneyAnything you have to make right — wrong item, wrong quantity, wrong address, an order-entry or billing slip.
Costly mistakes / month2
Wrong item, wrong quantity, wrong address, an order-entry slip, a billing error — anything you have to make right and apologise for.
020
Cost to fix one mistake$150
Reship freight both ways + the goods + staff time + the goodwill of a let-down customer. $150 is conservative for B2B.
$50$400
costs you$3,600/yr
📦 Cash trapped in stock
Excess / dead inventory tied up$60,000
Stock you over-bought because you couldn’t see what you actually had — carried at ~22%/yr (capital, storage, insurance, obsolescence).
$20,000$400,000
costs you$13,200/yr
Your hidden cost, every year
$43,840
≈ $3,653 / month leaking out the door
Wasted time$27,040
Costly mistakes$3,600
Trapped inventory$13,200

Ready to see where your operations leak?

Book your Operations Leak Diagnostic. Price: $500.

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Main operational pain
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