Business Efficiency Review · for small business owners
We sit down with you and your managers and walk through your finances, sales, marketing, and day-to-day operations. You come away with a clear, plain-English plan: what's already running well, what to fix first, and exactly where automation and AI will save you time and money.
Free 30-minute intro call · Reviews start at $1,500 · No obligation
Prepared for Riverside Café Co. · July 2026
Executive summary
Riverside runs a healthy business, but month-end close takes ~3 days and roughly 11 hours a week goes to manual data entry across invoicing and scheduling. Marketing is performing well and needs little change. Below are the highest-value fixes, ranked by payback.
Scorecard
Four areas that make the biggest difference to a small business. We look at each one with fresh eyes and mark what's working and what could be faster.
Where your numbers live, how long month-end takes, and which reports you actually use to make decisions.
What you gain: Faster, cleaner reports you can trust — often with the manual spreadsheet work automated away.
Your pipeline, how leads are tracked, follow-up timing, and where deals stall or slip through the cracks.
What you gain: A clearer picture of what's working, plus automated follow-ups so no lead goes cold.
What you're spending, which channels bring in customers, and how much of it can run without your daily attention.
What you gain: Spend focused on what works, with repetitive posting and reporting handled by automation.
The recurring tasks that eat your team's day — data entry, scheduling, invoicing, copy-paste between tools.
What you gain: A shortlist of the highest-value tasks to automate first, with realistic time saved on each.
Sound familiar?
Most owners know things could run smoother but never get time to step back and look. That's exactly what this review is for.
Simple, low-effort, and built around your schedule.
We start with a free 30-minute call to understand your business, your goals, and what's frustrating you most. No prep needed.
We go through your finance, sales, marketing, and operations with you and your managers — asking questions, spotting bottlenecks, and noting quick wins.
You receive a short, plain-English report: what's already working, what to fix first, and exactly where AI or automation will save you time and money.
What you walk away with
Everything is written for owners and managers — short, specific, and ready to act on. You'll know exactly what to do next and what it's worth.
Simple, flat pricing
Business Efficiency Review
from $1,500
One flat fee, agreed upfront — no hourly billing and no surprises. The 30-minute intro call is free, and we'll confirm your exact quote before you commit to anything.
Reviews start at $1,500. The exact price depends on the size of your business and how many areas you want us to dig into — we'll confirm a flat quote on the first call, before you commit to anything. The initial 30-minute call is free.
Most reviews run over one to two weeks. That includes the working sessions with you and your managers, our analysis, and the final walkthrough — so it fits around running your business.
Not at all. This is built for owners and managers, not engineers. We explain everything in plain language, and we only recommend AI or automation where it clearly saves you time or money.
No. The review is independent. We recommend the simplest tools that fit your size and budget — often ones you already pay for — and we tell you where automation isn't worth it yet.
You own the plan and can run with it yourself. If you'd like help implementing the automations or AI tools we recommend, we can scope that separately — but there's no obligation.
Small and growing businesses — typically owner-led teams that have outgrown spreadsheets and manual processes and want to run leaner without hiring more people.
Book a free 30-minute call. We'll learn about your business and show you where a review would pay off.