Data & Operations Audit

45-minute Data & Operations Audit

This is the best place to start. A structured 45-minute discussion to diagnose three things:

  1. The problem — what decision are you actually trying to make, and where is margin or cash at risk
  2. The data — what you have, what’s missing, what’s clean enough to use
  3. Feasibility — what it would realistically take to settle the question and what ROI looks like

You’ll leave with an honest recommendation: Answer, System, Engine, or no fit. No commitment, no follow-up sales sequence.


What this is for

Operators who suspect they’re leaving money on the table but can’t pinpoint where:

  • Revenue leakage you can’t fully explain
  • Collections or cash conversion slowing down
  • Staffing, capacity, or scheduling guesswork
  • Inventory aging or stockout patterns
  • A recurring question no one has time to answer cleanly
  • Reports that describe the past but never recommend the next move

If the ROI path isn’t believable, I’ll tell you that too. That filter saves both of us time.


What happens after

If there’s a fit, you’ll get a scoped proposal with fixed cost and a clear outcome before any work starts:

  • Answer — one-time analysis on a real decision (typically starts around ~$3k)
  • System — repeatable workflow or tool your team runs internally (typically from ~$5k)
  • Engine — ongoing decision system on a fixed monthly basis (anchored around ~$5k/mo)

Details on the Services page.


Book your audit

Pick a time that works. The conversation is remote; Birmingham-area operators can meet in person if that’s easier.

Book a meeting


Prefer email first? john@changepointdata.com · LinkedIn

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