APG Software · Business Operations Audit

CareBridge Home Services

home-services · Audit started 15 Feb 2026
Audit complete — your prototype is ready to explore.

Your Audit Journey

Track every stage of the audit as we move through your business together.

Session 1 ✓ Complete
15 Feb 2026
Session 1 — Initial Discovery
Covered the business overview, current tech stack, acquisition pipeline, and daily scheduling pain points. Identified Google Sheets as the central bottleneck across operations.
Acquisition Fulfilment
Session 2 ✓ Complete
22 Feb 2026
Session 2 — Acquisition & Onboarding
Mapped the full lead-to-client journey with Tom, including the paper-based onboarding process, lead response delays, and data duplication across Trello, Sheets, and Drive.
Acquisition Onboarding
Session 3 ✓ Complete
01 Mar 2026
Session 3 — Operations Deep-Dive
Deep-dive into fulfilment, payroll, and retention with Priya joining. Uncovered major time sinks in fortnightly payroll, manual km calculations, and quarterly reporting.
Fulfilment Retention Payroll & Invoicing
Session 4 ✓ Complete
08 Mar 2026
Session 4 — Review & Validation
Full team session to walk through all identified waste, validate savings figures, and confirm priorities. Captured remaining data on salaries, funding sources, and transport overhead.
Fulfilment Retention Payroll & Invoicing

How You Work Today

A full map of how your business operates today — every step, every handoff, every tool.

What We Discussed

Hidden Costs Uncovered

Opportunities We Found

Ways to Get There

Downloads