Workflow Audit
Workflow Audit
Starting from $149
Before building another tool, get clarity on how your team actually works. A Workflow Audit helps clinics, education programs, nonprofits, ministries, and service teams review their intake, follow-up, communication, reporting, and admin process.
A paid discovery and improvement plan before a larger build
You receive a practical improvement plan showing where your workflow is slowing your team down, what can be simplified, and where a human-reviewed AI system could help.
The audit is designed to be useful on its own. If the plan shows that a bigger setup project would help, Doxa Studio can build the workflow system afterward.
What we review
The operational pieces that decide whether a system will help
Intake
How people first contact your team and how their information is collected.
Follow-up
How your team tracks next steps, reminders, check-ins, and unresolved requests.
Communication
How your team communicates with clients, patients, parents, beneficiaries, volunteers, or members.
Internal notes
How staff record important details, handoffs, and updates.
Reports
How your team prepares progress reports, summaries, leadership updates, or stakeholder reports.
AI opportunities
Where AI could responsibly support summaries, drafts, organization, or admin tasks with human review.
Pricing
Audit options
Choose the audit level that matches your team's size and workflow complexity.
Starter Workflow Audit
$149
For small teams reviewing one focused workflow.
Best for
- Intake workflow
- Follow-up workflow
- Parent communication
- Patient enquiries
- Ministry follow-up
- Simple reporting
Includes
- Workflow discovery form
- 45-minute audit call
- Review of one focused workflow
- Bottleneck summary
- Practical improvement recommendations
- Clear next-step plan
Recommended
Team Workflow Audit
$299
For growing teams reviewing 2-3 connected workflows.
Best for
- Intake and follow-up
- Internal notes
- Staff handoffs
- Communication flow
- Reporting process
- Admin coordination
Includes
- Workflow discovery form
- 60-75 minute audit call
- Review of 2-3 connected workflows
- Intake and follow-up map
- Bottleneck report
- AI-supported workflow opportunities
- Implementation roadmap
- Optional setup proposal
Full Workflow Audit
From $499
For larger teams with multiple workflows, departments, staff roles, programs, or locations.
Best for
- Clinics with multiple staff roles
- Education programs with several teachers
- NGOs with field teams
- Ministries with multiple programs
- Growing service organizations
Includes
- Deeper workflow review
- Multiple workflow areas
- Staff/admin interviews if needed
- Workflow map
- Bottleneck and opportunity report
- AI-supported system recommendations
- Implementation roadmap
- Optional training and support plan
- Optional setup proposal
How the audit works
A focused path from confusion to a practical plan
01
Discovery
You complete a discovery form so we understand your organization, workflow, and current bottlenecks.
02
Workflow Review
We review the workflow with you, ask focused questions, and map where work is slowing down or getting lost.
03
Improvement Plan
You receive a clear plan showing what can be simplified, improved, or supported with human-reviewed AI.
04
Optional Build
If a workflow system would help, Doxa Studio can build the recommended setup after the audit.
After the audit
What happens after the audit?
The Workflow Audit gives your team a clear improvement plan. If the audit shows that a workflow system would help, Doxa Studio can build it for you.
Possible next steps include
- Intake forms
- Staff dashboards
- Follow-up trackers
- AI-assisted summaries
- Reporting dashboards
- Website enquiry workflows
- Communication templates
- Staff training
- Monthly support
The audit is valuable on its own, even if you do not move forward with a build. You still receive a clear workflow review, bottleneck summary, and practical next-step plan.
Monthly support is available after setup, starting from $99/month.
Human-reviewed by design
Doxa Studio builds AI-supported systems for sensitive, people-centered work. Our systems are designed to support staff, not replace professionals. AI may help summarize information, organize notes, prepare reports, or draft communication. But final decisions, approvals, and communication remain with trained human staff.
FAQ
Common questions
Is the Workflow Audit only for clinics?+
No. Doxa Studio works with care-based and mission-driven teams, including clinics, education programs, nonprofits, ministries, NGOs, and service organizations.
Which audit should I choose?+
Choose the Starter Audit if you want to review one focused workflow. Choose the Team Audit if your team needs to review 2-3 connected workflows. Choose the Full Audit if your organization has multiple workflows, departments, staff roles, programs, or locations.
What happens after the audit?+
You receive a clear improvement plan. If you want help implementing the recommendations, Doxa Studio can build the workflow system for you.
Is the audit useful if we do not build a system afterward?+
Yes. The audit is useful on its own because you receive a workflow review, bottleneck summary, improvement recommendations, and a clear next-step plan.
Does AI replace our staff?+
No. Doxa Studio builds human-reviewed systems. AI may help summarize, organize, or draft, but your team remains responsible for decisions, approvals, and communication.
Next step
Get clarity before building
Start with a Workflow Audit and find out where your team can reduce confusion, simplify follow-up, and make the next system decision with confidence.