Inquiry and audit
Sending an inquiry is free. The Workflow Audit itself is a paid decision package. This page describes what that package includes.
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01 Understand it
Workflow Audit
A clear, paid look at how the work moves today, so you know exactly what to fix first.
Workflow Audit outcome
You know what is actually happening.
Sales, support, tools, handoffs, ownership, reporting, and AI readiness get mapped. The next move is based on the real workflow, not a guess.
What you receive
A workflow map, a tool inventory, a first-fix recommendation, and a plan you can act on yourself or hand to Sato.
Scope boundary
The audit is one decision package for one business. It does not include the Build it setup. That gets scoped separately once the plan is clear.
What happens next
Send an inquiry about your workflow. Keith replies personally the same business day, and Sato scopes the audit with you before it starts.
Example option columns
The audit shows the practical paths side by side.
For a lead tracker, support queue, PMO board, or AI workflow, Sato compares the real options before anyone commits to a build.
Lowest outside spend
Do it yourself
You keep the cost low, but you spend your own time learning the tools, wiring the workflow, and fixing errors.
- Good when the workflow is simple.
- Risk is owner time and unfinished setup.
Use what you already pay for
Current tools
Sato checks whether Wix, Notion, Google Workspace, your CRM, or your project tool can already handle the job.
- Good when the tool stack is capable.
- Risk is forcing a tool to do work it cannot do well.
Lower-cost connector layer
Low-cost automation
A simple connector such as Zapier or Make may be enough for a first reliable version.
- Good for clear triggers and actions.
- Risk is paying for automations that break and have no clear owner.
Recommended path
Sato-managed setup
Sato organizes the fields, statuses, handoffs, approvals, and tool choices so the workflow is easier to run.
- Good when the team needs a working setup, not another tool decision.
- Risk is the work expanding past the original plan unless the first path is clear.
More control
Higher-control build
When the work needs custom logic, better logging, or tighter reliability, Sato can scope a more controlled build.
- Good for higher volume or higher risk.
- Risk is overbuilding before the workflow is understood.
Exact software subscriptions, AI usage, and automation costs stay scoped to the proposal because they depend on tool choice and volume.
What it fixes
Sales, support, or operations feel disorganized, but the real cause is unclear.
Tools disagree with each other, so the current view is hard to trust.
The team wants automation or AI, but the workflow needs structure first.
What you get
Workflow map of how the work actually moves today.
Software and tool inventory with keep, fix, connect, or remove notes.
Recommended next steps across DIY, current-tool, low-cost, recommended, and higher-control options.
Ready to see what is actually happening?
Tell Sato what feels slipping. Keith reviews it personally and replies the same business day.