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We Build Zaps
Home
Store
Follow Us On YouTube
Blog
Partners
The Efficiency Audit
Certified Zapier Services
Consultants
Automation Store
Custom
InsurTech Partners
More
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  • The Efficiency Audit
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The Efficiency Audit™

The Efficiency Audit Logo

Your Agency’s Efficiency Blueprint Starts Here.

We analyze 75 critical touchpoints in your tech, workflows, and team to show you exactly where time and money are slipping through the cracks—and how to fix it.

What’s The Efficiency Audit™

  • 🔍 Deep Diagnostic – 75 operational touchpoints reviewed
  • 📊 Custom Blueprint – 10–15 page report tailored to your agency
  • ✅ Action Plan – Fixes with ROI, not fluff

What’s Included in Your Audit?

  • ✔️ 50-question Core Efficiency Intake
  • ✔️ Staff time-use survey
  • ✔️ 1-hour strategy call (live + recorded)
  • ✔️ Full tech + staffing analysis
  • ✔️ Red / Yellow / Green efficiency ratings
  • ✔️ ROI estimates by department
  • ✔️ 10–15 page Efficiency Blueprint (PDF)
  • ✔️ $499 credit toward your first custom automation build

This Audit is for You If…

  • You’re drowning in manual work
  • You’re paying for tools no one’s using
  • Your CRM and AMS aren’t talking
  • Your team wastes hours on avoidable tasks
  • Leads keep slipping through the cracks

One Audit. Game-Changing ROI.

The full Efficiency Audit™ is one time cost of $999.
Move forward with a custom automation project and get $499 credited toward your build.

👉 You’ll have a detailed, actionable roadmap—whether you work with us or not.

Ready to Find Out What’s Costing You Time, Money, and Momentum?

Book Your Discovery Call Now
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