Operational Audit Proposal

What we heard

Key findings from your discovery call

These are the areas that stood out from our conversation.

Operations

Manual estimating consuming owner time

Mario is personally spending significant time on estimating across his joinery business, pulling him away from higher-level strategy and growth across his portfolio of businesses.

“I'm spending an inordinate amount of time estimating and also doing the operational control.”

Finance

Invoice processing is disconnected from JobMan and Xero

Invoices are processed manually with no automated flow into the job management system or accounting platform, creating double-handling and delays.

“Processing invoices, scanning, you know, and implementing, you know, that through APIs into our management software, which then talks to our Xero accounting system. I haven't had time to sit and do something myself on that.”

Sales / Operations

No structured sales-to-ops handoff at Ausliners

As Ausliners grows quickly (now at 9 staff), the transition from sales into operations is being patched manually — they've just hired an admin to bridge the gap rather than building a system.

“Linking sales through into operations. So I've just hired a guy to help as an admin, but I think implementing some tools will assist with them in terms of onboarding, mapping out process flows, keeping track of things.”

Tools mentioned: Grok, Replit, Bolt, JobMan, Xero, Excel, Outlook, Monday.com

Your biggest drain

What this is costing you right now

Estimated operational waste

Manual estimating across the joinery business — owner and at least one additional staff member spending significant time on a process that AI can compress by 60-80%.

10 hrs/week × 2 staff × $50/hr × 52 weeks

$4,333/month

“I'm spending an inordinate amount of time estimating and also doing the operational control.”

This is one of a minimum 8–12 waste items typically identified in a full audit.

What the audit delivers

6 comprehensive deliverables

Everything you need to understand exactly where the waste is and what to do about it.

Operational process map across all business stages

Findings report with evidence-based pain points and verbatim quotes

Waste items quantified with dollar figures and ROI projections

Priority matrix ranking every opportunity by effort vs impact

Tools and tech stack audit with redundancy and cost analysis

Strategic solution paths

The guarantee

$5,000/month in savings

If we don't find at least $5,000/month in operational savings, you pay nothing — and you keep everything we find.

Who you’re working with

A team you won’t find at another tech agency

One founder has presented to audiences of over five million and educates hundreds of thousands through a dedicated research & education branch. The other was CTO scaling systems for some of Australia and America’s fastest-growing companies. Combined: 300+ projects across every major platform your business already uses.

Adam

Founder, APG Software

YouTube Upwork LinkedIn

100+ projects

60+ reviews

Speaking & Recognition

• Presented at the Africa AI Summit in Cape Town — n8n sponsored event with a combined audience of 3.5M+
• Speaker at the AAA AI Event in Sydney, Australia
• Appeared on n8n’s official channel, Liam Ottley’s channel (800K+ subscribers), and various other leading AI podcasts
• Previously at Lendlease — firsthand experience with Aconex and enterprise construction tech stacks
• Top 1% on Upwork — Expert-Vetted in the world’s largest freelancing marketplace

Africa AI Summit — Cape Town

n8n sponsored · 3.5M+ audience

AAA AI Event — Sydney

Australia’s leading AI community event

Podcast & Media

Featured on n8n, Liam Ottley (800K+), and more

n8n Liam Ottley

Patrick

Co-Founder, APG Software

200+ projects

Make.com

Monday.com

HubSpot

Former CTO

200+ projects in process automation and CRM optimisation across Salesforce, HubSpot, PipeDrive, and every major platform. A registered Make.com, Monday.com, and HubSpot integration partner — Patrick doesn’t just know these tools, he’s certified to build on them.

Before APG, Patrick was CTO at Pittsburgh’s fastest-growing solar company, where he built the systems that powered that growth from the ground up. He went on to build operational systems for one of Australia’s biggest TV shows and one of Australia’s biggest solar companies out of Byron Bay — bringing deep, real-world experience in scaling the exact kind of operations we audit.

Proof

See for yourself

Seven years of results. Verified everywhere.

Upwork Profile

60+ projects · 100% Job Success · Expert-Vetted

View on Upwork

YouTube Channel

6,000+ subscribers · 200,000+ views

View on YouTube

AI Builders Hub

400+ members · Skool community

View on Skool

Client Reviews

60+ third-party verified reviews

View reviews

“Adam genuinely understands the tech, the business side, and how to connect the two. He built our entire platform from vision to MVP — on time, under budget, and exactly how we imagined it. If you need someone who actually delivers, this is the guy.”

Gavin Tye

Founder, DealBuddi

“Adam helped us build an MVP — the very first iteration of the app. We needed something built quickly but professionally as a proof of concept. Adam was responsible, great to work with. Since the MVP, the app has gone from strength to strength.”

Nina Dejmanee

Head of Product Development, Moment Leader

“Adam has been super helpful in showing me the many options available for creating digital solutions. It’s made a huge difference to my business. Cheers mate.”

Donnie Buchanan

CEO, Entry Counts

“Adam helped get an MVP up and running — super helpful. Can’t thank him enough. Explained everything so clearly, helped troubleshoot all the problems and explained the underlying logic.”

Joey Ross

Procore · Ex-Lendlease

“APG has been helping me explore the more advanced side of development. Adam is a voracious learner and adopter of any technique or framework that will get the job done — and he is a giver.”

Peter Mole

CEO

“Adam and his team mapped out our entire operation and gave us a clear picture of exactly where we were losing time and money. The recommendations were practical, and the build delivered exactly what was scoped. I’d recommend APG to any founder who wants to move fast without cutting corners.”

Uriel Cantarero

Founder & CTO

“We got stuck for weeks without making progress on a complex build. Then we came across Adam — within the first 30 minutes going through the code, he identified the issue. They are well structured, they have a process that works well and the pricing model makes sense.”

Mathew Pretel

CPTO, Alchemis.ai — Ex Google

60+ verified reviews • 300+ projects completed • Rated Excellent on Trustpilot

Case study

What happens when you inject a system behind a team

Flawless Gardens & Landscaping — Sydney’s Northern Beaches

July 2025 — Before

$200K/year

70 maintenance contracts

Excel spreadsheets — no modern CRM

No business system — phone, Outlook, and memory

All IP lived in the owner’s head

March 2026 — 9 months later

$2M/year

$200K/month revenue run-rate

15 headcount

5 vehicles on the road

1 system runs the entire operation

One system for Scheduling Timesheeting Invoicing CRM Quoting Proposals

See it in action

This is what you get at the end

Every audit is delivered as a private portal — a living document your team can reference, share internally, and use to drive decisions. Here's a live example built for a home care business.

Live demo portal

CareBridge Home Services

Process map, findings report, waste quantification, priority matrix, and strategic solution paths — all in one place. This is exactly what your audit portal will look like.

View live audit demo

Includes

Process map · Findings · Waste report

Also includes

Priority matrix · Strategic paths

Format

Private portal · PDF export

Next step

Book your audit kickoff

Based on what we discussed, here’s what the engagement looks like.

Operational Audit

$7,000

ex GST

Includes: Full process mapping across all departments, stakeholder interviews, tool-by-tool assessment, waste quantification, priority matrix, and strategic recommendations — all delivered in a private portal for your team.

Book your audit kickoff →

Or reply to the email I sent you and we’ll get it locked in.