— Offer 01

Find out what's worth automating. Before you pay to automate it.

Most automation projects fail on the choice, not the build. Someone automates the loudest annoyance instead of the most expensive one, and six weeks later the same work is still leaking out between the forms, the inbox, and the calendar. The Automation Opportunity Audit fixes the choice first: where work gets delayed, duplicated, or dropped between your systems, which of those is actually costing you, and what order to fix them in.

You should be able to find out whether automation is worth it to you without buying anything. That's what step one is for.

How the audit runs

Two steps. The first is free and you can start it right now.

Step one

The written opportunity list

Free · about 5 minutes of your time · answer back within a business day

Answer a short set of questions about your line of work — what eats the time now, how fast you need it fixed, what tools you're already paying for. You get back, in writing:

The two or three workflows in your business most worth fixing first, in order
Roughly what each one is leaking, in hours or in dropped work
Which of your existing tools it would connect, and which would need adding
Whether an existing documented workflow already covers it — several do

Start the questionnaire →

Step two · optional

The deep dive

Quoted after step one, against the scope your answers reveal

If the list is worth acting on, we go through your actual systems together — screens shared, real records, the exceptions that break the happy path. You get a build-ready plan, not a proposal:

A mapped current-state process, including the handoffs nobody documented
The target workflow, node by node, with the integrations named
Failure modes: what happens on a bad record, an API outage, a duplicate
Data and access you'll need to grant, and what stays out of the system
A build sequence with what you can run yourself and what needs building

Book the deep dive →

How it usually goes. Audit → take a documented bundle from the workflow library, or get a custom build around your stack → optional hosting and care at $50/mo. The deep-dive fee comes off the first implementation if you go ahead.

What you're actually buying

A decision you can defend, and a plan someone else could build from. Both steps produce something you keep whether or not you hire Meerkat to do the work.

A prioritized list, not a list of everything possible
Hours and dropped work estimated against your numbers
Named integrations, not "we'll connect your tools"
The documented workflows that already cover part of it
Failure handling designed in, not discovered later
A build order you can hand to anyone

When this isn't the right thing to buy

You already know exactly what you want built. Skip the audit — go straight to the workflow library or book a build call.
You want one small thing connected. A single form-to-CRM hop doesn't need an audit. Ask and I'll tell you if it's a 30-minute job.
Nobody on your side can grant access to the tools. The deep dive needs someone who can actually get into the CRM, the inbox, and the calendar.

Who this is for

Service businesses and small SaaS teams where the work moves between people and systems more than it moves through code — trades and home services, brokerages, clinics and practices, agencies, churches and nonprofits, and small software teams whose ops have outgrown the spreadsheet. Usually the person booking is the owner, the operations lead, or whoever is currently the manual step.

Meerkat is one person: Greg, in Anna, Texas. You talk to the builder, not an SDR. The workflow library on this site is 41 documented automations with importable JSON — you can inspect the work before you spend anything.

Ready? Start free with the questionnaire, or put 30 minutes on the calendar. Questions first: greg@meerkat-llc.com.