Book a Free Automation Audit for Your Small Business

What is an Automation Audit?

An Automation Audit is a short, practical review of how admin work flows through your business — from lead → quote → job → invoice → follow-up — and where it’s getting stuck in manual steps.

The outcome is a simple, prioritised automation plan that tells you:

• What to automate first (for fastest ROI)
• Which tools should be connected (e.g. email, calendar, CRM, Xero/MYOB, job management)
• Where errors and double entry are happening
• The recommended “invisible automation” approach (done-for-you, maintained by Peregrine)

Who this is for

This is a good fit if you run an Australian small business and any of these sound familiar:

• Leads come in from multiple places (web forms, email, phone, Facebook/Instagram), and follow-up is inconsistent.
• You re-type the same details into multiple systems (quotes, invoices, CRM, spreadsheets).
• You’re spending evenings on bookkeeping, scheduling, and chasing payments.
• Things fall through the cracks when it gets busy (missed follow-ups, late invoices, wrong job details).

The hidden cost of manual admin (and why it creeps up)

Admin tends to expand over time — more tools, more customers, more “quick fixes” — until you’re doing the work of a small operations team.

For example:

• Reckon research reports many Australian small business leaders spend 10+ hours per week on admin and payroll.[1]
• A Sage survey (global SMB sample) suggested Australian businesses can lose hundreds of hours per year to admin tasks like invoicing and chasing payments.[2]

These aren’t just “busywork hours” — they often steal time from sales, service delivery, and actually growing the business.

What you’ll get from the audit (deliverables)

By the end of the audit, you’ll have:

1. A map of your current workflow
   • Where leads enter
   • Where information is copied/retyped
   • Where delays and handoffs occur
2. A prioritised automation backlog
   • Quick wins (high impact, low complexity)
   • Bigger system improvements (when you’re ready)
3. Tool + integration recommendations
   • What to connect and why (based on your stack)
4. An ROI view
   • What you can realistically save (time, errors, follow-up consistency)

Common automations we recommend (examples)

Here are some high-ROI automations we often see in small businesses:

• Lead capture + routing: website form → CRM → notify the right person → auto-create follow-up tasks
• Automatic follow-ups: if no reply within X days → send SMS/email reminder (or notify you)
• Quote-to-job handoff: approved quote → create job → schedule → send confirmation
• Accounting sync: jobs/clients → Xero/MYOB contacts + invoices + payment status updates
• Clean data flow: one source of truth so you stop copying details between tools

Why “done-for-you invisible automation” (not DIY zaps)

DIY tools can be great, but most business owners don’t want another system to maintain.

Peregrine builds reliable automations that run in the background, with:

• Clear logic and guardrails
• Monitoring and error handling
• Ongoing tweaks as your business changes
• Documentation so you’re never locked in

FAQ

How much does an automation audit cost?

If you’re on this page, it’s a free audit. If it looks like there’s a strong ROI opportunity, we’ll recommend the next step — but you’re not locked into anything.

How long does it take?

Most audits take 15 minutes plus any follow-up questions.

What do I need to prepare?

Just bring:

• A quick overview of your tools (email, calendar, CRM, accounting, job management)
• The top 2–3 admin pain points you want gone

What kinds of businesses do you work with?

Australian small businesses, especially trades and service businesses where admin eats evenings and weekends.

Can you integrate with Xero, MYOB, HubSpot, ServiceM8, Jobber, Google Workspace, Microsoft 365…?

In most cases, yes. If your tools have an API (or a reliable integration method), we can usually connect them.

Ready to get your time back?

If you want a clear plan — not generic advice — book your Free Automation Audit.

Next step: Book your free 15‑minute Automation Audit and we’ll map what to automate first.