APG Software · Discovery Results
Here's what came up in forty minutes — written up properly, as promised.
What stood out
These are the patterns we picked up — in your own words.
15–20 quotes a week, 2+ hours each for commercial — 12–15 hours of evenings and Saturday mornings, because the pricing logic lives only in your head.
“This is the thing that's killing me, honestly. Every quote goes through me. Every single one.”
Quotes sit in simPRO marked “sent” with no follow-up — 230 in pending over the last 12 months. At your $8K average job, that's recoverable work you already paid yourself to quote.
“Even ten of those landing is eighty grand of work we just never asked for again.”
30–40 enquiries a month land in a shared inbox Tracy checks when she can. At least two jobs a month lost to speed — and a property manager relationship is 40–50 jobs a year, not one.
“If a property manager has an urgent job and you don't answer in a couple of hours, they just go down the list to the next sparky.”
Property manager emails re-typed into simPRO (15–20/week), simPRO jobs re-entered into Xero, and paper timesheets re-keyed every Monday — half of them wrong, so job costing can't be trusted.
“Tracy spends literally her whole Monday typing them into the system.”
Top finding
“Mate, it's my whole evening. Every evening. I get home, have dinner with the kids, and then I'm at the kitchen table from eight till ten thirty doing quotes. Saturday mornings too.”
And that's one of eight leaks we flagged on the call — alongside the 230 unchased quotes (~$80K), jobs lost to slow response, the hand-built schedule, Tracy's Mondays, and $2–3K/month of unbilled variations.
The audit
A complete operational blueprint of your business — built from the inside out.
A complete map of how your operation actually runs — every tool, workflow, and manual process — and where it's breaking down. Department-by-department process maps with waste points identified and costed.
Every opportunity where AI and automation will have real impact in your specific business — mapped to your actual tools, team, and workflows. Not a generic list.
Hard numbers showing how much time and money each fix saves — with formulas visible. Use this to justify the investment to partners, co-founders, or your board.
Every opportunity ranked by impact and effort so you know exactly where to start, what to ignore, and in what order to move.
We present the full blueprint live to you and your team. Every question answered, every next step mapped out. You keep the blueprint whether you work with us or not.
Direct sessions with key stakeholders and team members to understand every process, tool, and bottleneck from the inside.
See a real example
Preview what your finished audit looks like
Explore a completed audit we built for a home services business — real structure, real insights, demo data.
Explore the Demo Portal →Find $5,000/month in savings or you pay nothing — and you keep everything we produce.
At senior consultant rates, this level of work is valued at $15,000+. You pay $5,000. You own all IP — code, docs, diagrams, everything.
Find $5,000/month in savings or you pay nothing — and you keep everything we produce.
Fixed price tiers. No scope creep. You own all IP — code, docs, diagrams, everything.
Who you're working with
One founder has presented to audiences of over five million and educates hundreds of thousands through a dedicated research & education branch. The other was CTO scaling systems for some of Australia and America’s fastest-growing companies. Combined: 300+ projects across every major platform your business already uses.
Speaking & Recognition
Africa AI Summit — Cape Town
n8n sponsored event · Combined audience 3.5M+
AAA AI Event — Sydney
Australia’s leading AI community event
200+ projects in process automation and CRM optimisation across Salesforce, HubSpot, PipeDrive, and every major platform. A registered Make.com, Monday.com, and HubSpot integration partner — Patrick doesn’t just know these tools, he’s certified to build on them.
Before APG, Patrick was CTO at Pittsburgh’s fastest-growing solar company, where he built the systems that powered that growth from the ground up. He went on to build operational systems for one of Australia’s biggest TV shows and one of Australia’s biggest solar companies out of Byron Bay — bringing deep, real-world experience in scaling the exact kind of operations we audit.
Proof
Seven years of results. Verified everywhere.
Upwork Profile
60+ projects · 100% Job Success · Expert-Vetted
View on Upwork
YouTube Channel
6,000+ subscribers · 100+ videos · 200,000+ views
View on YouTube
AI Builders Hub
400+ members · Skool community
View on Skool
Client Reviews
60+ third-party verified reviews
View reviews
Case study
Flawless Gardens & Landscaping — Sydney’s Northern Beaches
We audited their entire operation and found they were running everything through Excel, phone calls, and Outlook — no CRM, no system for tracking leads or follow-up times, and zero visibility over their pipeline. Here’s what changed.
Hamish M
Operations Manager & Head of Landscaping
July 2025 — Before
$200K/year
70 maintenance contracts
March 2026 — 9 months later
$2M/year
$200K/month revenue run-rate
Next step
No need to book anything — our next call is already locked in, and the invite is in your inbox. Have a read of this page with Kelly first, and we'll walk through exactly what the audit covers and whether it makes sense for Brightline.
100% money-back guarantee. You keep the blueprint either way.