Find the work your business should stop doing manually.
We analyze how work moves through your business, identify where time and money are being lost, and give you a prioritized plan for fixing it with automation, AI, and practical off-the-shelf tools.
Keep the playbook and implement it yourself, or have us build it for you.
Fixed fee: $1,500. Delivered in seven business days. The roadmap belongs to you whether or not you hire us to build it.
$200M
REAL ESTATE PORTFOLIO OPERATED
1,400+
UNITS UNDER MANAGEMENT
$24K to $25M
ARR SCALED AT A HEALTH-TECH COMPANY
13 years
BUILDING AND OPERATING BUSINESSES
The audit is built on operating experience, not software sales experience.
Your business probably does not need more AI tools.
It needs a clear view of where work is getting stuck, what those problems are costing you, and which improvements are actually worth pursuing.
We look for problems such as:
- Leads that are not contacted quickly
- Employees entering the same information into multiple systems
- Estimates and proposals that are never followed up
- Scheduling that requires constant calls and emails
- Customer questions your team answers repeatedly
- Reports that take hours to prepare
- Invoices and payments that require manual follow-up
- Customers who disappear because no one checks in
- Important processes that depend entirely on one employee
- Software your team is paying for but not fully using
Most of the businesses we work with recognize a few of these immediately:
- The team is growing but the processes are not keeping up
- One employee is the only thing keeping an important process moving
- Reporting still requires spreadsheets and manual exports
- Follow-up happens when someone remembers, not when it should
The goal is not to automate everything. The goal is to find the few improvements that will create the greatest return.
Stop guessing what to automate next.
Your audit answers four questions.
Where is your business losing time and money?
We document the workflows consuming employee time, delaying customers, causing mistakes, and letting revenue fall through the cracks.
Which opportunities should come first?
Every recommendation is ranked by potential impact, cost, complexity, risk, and expected payback.
What is each improvement worth?
We estimate the weekly time savings, annual labor value, additional capacity, and potential revenue connected to each opportunity.
How should you implement it?
You receive recommended tools, workflow steps, budget ranges, and a prioritized 90-day roadmap.
A practical plan for running a more efficient business.
Workflow Inventory
A documented view of the recurring processes creating the most friction across your business.
Opportunity Scorecard
Eight to fifteen opportunities ranked by business impact, implementation cost, effort, risk, and expected return.
Time and Financial Estimates
Estimated weekly hours saved, annual labor value, capacity improvements, potential revenue impact, and ongoing software costs.
Recommended Tools
Practical software and automation options selected around your existing systems, team, budget, and security requirements.
90-Day Roadmap
A clear order of operations showing what to implement first, what should follow, and what can wait.
Implementation Budget Ranges
Realistic estimates for the cost and complexity of executing each recommendation.
Executive Findings Presentation
A 60-minute session where we walk through the findings, explain the priorities, and answer questions.
Complete Written Playbook
The finished roadmap belongs to your business whether or not you hire SMB Automation to implement it.
Find your highest-value automation opportunities.
$1,500 fixed fee
For established businesses that want a clear, company-wide view of where automation and process improvement can create the greatest return.
Your audit includes:
- Detailed pre-audit questionnaire
- 60- to 90-minute workflow discovery session
- Review of your existing software and major recurring processes
- Optional input from relevant employees
- Eight to fifteen prioritized opportunities
- Estimated time, labor, capacity, and revenue impact
- Recommended software and automation approach
- Opportunity scorecard
- Prioritized 90-day roadmap
- Implementation budget ranges
- 60-minute findings presentation
- Complete written playbook
- Delivery within seven business days after discovery
The findings guarantee. If the audit does not identify at least $15,000 in annualized time or revenue opportunity, we refund the full fee and you keep the roadmap.
The $1,500 fee may be applied toward an implementation project of $7,500 or more started within 30 days.
Applications take about three minutes. Qualified businesses can book a 20-minute fit call immediately on the next screen.
Built for companies with 5 to 100 employees and either $1 million or more in annual revenue, or 400 or more customer transactions, appointments, service calls, or units per month.
Keep the roadmap or have us build it.
There is no requirement to hire SMB Automation after the audit. Use your internal team, work with another provider, or ask us to implement the plan.
Implementation projects typically range from $5,000 to $20,000+, depending on the number of workflows, systems, users, and departments involved.
Projects commonly include:
- Lead-response and follow-up systems
- CRM setup and optimization
- Customer onboarding
- Scheduling and reminders
- AI receptionists
- Reporting dashboards
- Data entry and document processing
- Invoice and payment workflows
- Customer retention and reactivation
- Internal tools and custom applications
- Software integrations
- Employee notifications and task routing
Every implementation begins with a defined outcome and includes testing, documentation, training, and a results review.
From operational friction to an actionable plan.
- 1
Apply
Tell us about your business, team, software, and biggest operational challenges. Three minutes.
- 2
Complete discovery
We walk through how work moves through the business, where employees spend their time, and where customers experience delays.
- 3
We analyze the opportunities
We evaluate your processes, software, handoffs, bottlenecks, risks, and missed revenue.
- 4
We calculate the impact
We estimate the time, labor, capacity, and potential revenue tied to each recommendation.
- 5
You receive the roadmap
A prioritized playbook with tools, implementation steps, budget ranges, and a 90-day plan.
- 6
You decide what happens next
Implement it internally, use another provider, or ask us to execute the plan.
Built for workflow-heavy operations.
Property Management
Leasing lead response, tour scheduling, maintenance intake and routing, renewals, delinquency communication, resident onboarding, owner reporting, and reviews.
This is the deepest domain expertise in the business. SMB Automation's founder ran operations across a $200 million portfolio and more than 1,400 units, including centralized leasing, maintenance, and resident support.
Property management automation →Healthcare and Wellness
Patient and lead intake, onboarding, appointments and reminders, lab and refill workflows, retention and reactivation, reporting, and administrative workflows. Scoped around privacy and compliance requirements.
Healthcare automation →Home and Local Services
Call capture, lead response, estimating, scheduling, dispatch, reviews, invoicing, memberships, and customer reactivation.
Home services automation →Professional Services
Client intake, document collection, scheduling, proposal follow-up, project updates, and recurring client communication.
Systems built around how the business actually operates.
80% less content-production time
Built an automated pipeline that turns existing project photos into branded before-and-after videos for a service business, removing a recurring weekly task from the owner’s plate.
200+ past clients kept in active contact
Built an automated annual engagement system for a real estate business that maintains contact with more than 200 past clients between transactions with no manual work.
A phased operations roadmap
Analyzed competitors and mapped the full customer journey for a regional business, producing a prioritized plan covering visibility, follow-up, referrals, and customer experience.
Built by an operator, not a software salesperson.
I am Jesse Bender, founder of SMB Automation.
I spent 13 years starting, scaling, and running businesses. I was an early employee at a health-tech company that went from roughly $24,000 in annual recurring revenue to more than $25 million before a Fortune 500 acquisition. I ran operations for a $200 million real estate portfolio covering more than 1,400 units, where leasing, maintenance, accounting, and resident support all had to work at once or the numbers fell apart.
I have seen what happens when a growing company adds software without fixing the underlying process. I have also seen how much capacity gets unlocked when the right workflow is redesigned around the customer, the team, and a measurable outcome.
SMB Automation starts with how your business actually works. Technology comes second.
JESSE BENDER, FOUNDER, SMB AUTOMATION
We do not automate work just because we can.
Some tasks should stay human. Important customer conversations, sensitive decisions, relationship building, and work requiring real judgment should not be handed blindly to software.
A strong automation plan identifies:
- What should be fully automated
- What should be partially automated
- What should remain human
- Where human review is required
- What is not worth changing
That judgment is part of the audit.
Questions business owners ask first.
Find out what is actually worth automating.
Get a clear view of where your business is losing time, what those problems are costing you, and which improvements should come first.
Apply for the Audit →Fixed fee. Vendor-neutral recommendations. No implementation requirement. Findings guarantee.