APG Software · Business Operations Audit

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home-services · Audit started 15 Feb 2026
Audit complete — priority matrix mapped.
THE AI MOMENT

Any process done on a computer will be
40-80% quicker in the next two years.

This is your blueprint for not getting left behind.

📈
The Excel Analogy

AI is what Excel was in the early 2000s - a skill every competitive business had to learn. The ones that adopted it early outcompeted those that didn’t. The same shift is happening now with AI, and it’s moving significantly faster.

Amplification, not replacement

AI doesn’t replace your people - it gives the team you already have dramatically more output. Same headcount, same expertise, far more done.

100%
Today
+70%
With AI
Output per team member - same headcount.
What a plugin actually is

Your data, connected to AI, placed directly into your team’s everyday workflow.

Your tools
data
Claude AI
reads & reasons
output
Staff workflow
Data in. Actionable output out.
  1. 1Your data is read straight from the tools you already use - no manual entry.
  2. 2AI reasons over it, applying your business rules and context.
  3. 3Actionable output lands in your team’s workflow, ready to use.
Data as the unlock

Every recommendation in this report traces back to one thing: making your data accessible. AI can only reason over data it can actually reach - locked away in separate tools it’s blind; connected together, it works across your entire operation.

Today · data in silos
AIblocked×
Sheets
Email
Scheduling
Invoicing
CRM
Each tool holds its own data. AI has no way to connect the dots.
VS
Connected · one AI brain
AI
Sheets
Email
Scheduling
Invoicing
CRM
All tools feed one brain. Insights span your entire business.
AUDIT PROGRESS

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

How You Work Today

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

SESSION SUMMARY

What We Discussed

HIDDEN COSTS

Hidden Costs Uncovered

AI BLUEPRINT

Your AI Roadmap

YOUR DELIVERABLES

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