Sample discovery reportFictional business · not a client result
Top leaks, by estimated yearly cost
Each order is typed into three systems3 people × 2.5 h a week × $32 × 48 weeks
$11,520Reorder know-how lives with one person2 days of stock-outs a month while they are away; cost estimated with the owner
$6,000Quotes get no second contactNot costed yet: four weeks of quote tracking first
To measure
Example figures for a fictional business, shown to illustrate the report format.
Recommended first fix
- Fix
- Enter each order once and let it flow to invoicing.
- Rung
- 01 Process change, then 03 light automation
- Owner
- Operations lead
- Cost
- Staff time to map and test; no new software
- Data
- Order details already in the accounting system
- Undo
- Keep the old spreadsheet for 30 days and switch back if errors rise
- Measure
- Hours spent re-keying each week; order errors each month
✓ Nothing changes until you approve this plan.
Sample discovery reportFictional business · not a client result
Top leaks, by estimated yearly cost
Job details retyped from calls into the schedule and invoices2 people × 2 h a week × $28 × 48 weeks
$5,376Invoices go out days after the jobLater payments and more chasing; cost estimated with the owner
$2,400Happy customers are never asked for a reviewNot costed yet: track new-customer sources for four weeks first
To measure
Example figures for a fictional business, shown to illustrate the report format.
Recommended first fix
- Fix
- Send the invoice from the job phone the same day the work is done.
- Rung
- 01 Process change, then 03 light automation
- Owner
- Office manager
- Cost
- Staff time and a short training; uses the invoicing app the business already pays for
- Data
- Job notes and customer contact details already in that app
- Undo
- Keep paper job sheets for 30 days alongside the new routine
- Measure
- Days from job done to invoice sent; hours spent retyping each week
✓ Nothing changes until you approve this plan.
Sample discovery reportFictional business · not a client result
Top leaks, by estimated yearly cost
Custom cake orders arrive by phone, messages, and email, then get copied onto paper1 person × 3 h a week × $20 × 48 weeks
$2,880Too much is baked on slow daysAbout $40 a week of unsold goods × 48 weeks, estimated with the owner
$1,920Regular café customers reorder only when they rememberNot costed yet: four weeks of order tracking first
To measure
Example figures for a fictional business, shown to illustrate the report format.
Recommended first fix
- Fix
- One simple order form for custom cakes that fills a single order calendar.
- Rung
- 01 Process change, then 03 light automation
- Owner
- The owner
- Cost
- An hour to set up; free tools the bakery already uses
- Data
- Customer name, contact details, and the order
- Undo
- Keep the paper order book for 30 days and switch back if anything is missed
- Measure
- Hours on order admin each week; missed or mixed-up orders each month
✓ Nothing changes until you approve this plan.
