RSCS Audit Service
CRM & Automation Audit for Small UK Businesses
Find where leads, follow-up, forms, and admin workflows are breaking — and get a clear plan to fix them.
Ideal for Zoho, WordPress forms, WooCommerce, and disconnected systems
Many businesses know their systems feel messy, but they are not always sure where the actual problems are.
This audit is designed to review your CRM, lead capture, follow-up, automation, and reporting setup — then turn that into a practical, prioritised action plan.
Who this audit is for
This audit is designed for small businesses where CRM, forms, and follow-up processes are partially manual, underused, or no longer fit how the business actually operates.
What we review
We look at the real flow of enquiries, follow-up, automation, and reporting — not just what the software says on paper.
Lead capture flow
Where enquiries come from, how they enter your system, and where follow-up breaks.
CRM setup
Modules, pipelines, fields, ownership, and overall usability.
Workflow gaps
Manual tasks, duplicated effort, and missing automation steps.
Integrations
Forms, WooCommerce, APIs, and how your tools connect with each other.
Reporting
What visibility you actually have on leads, follow-up, and business activity.
Data quality
Duplicate records, missing fields, and inconsistent processes affecting decisions.
What you get
The goal is not a vague report. You get clear findings, practical recommendations, and a sensible next-step plan.
60-minute audit call
Full workflow and system review
Clear list of bottlenecks
Actionable improvement recommendations
Practical roadmap for next steps
Prioritised fixes based on business impact
How it works
A straightforward audit process focused on clarity, not complexity.
Initial discussion
You explain your current setup, tools, pain points, and where things feel messy.
Review & analysis
We review your workflows, CRM usage, automations, forms, and reporting setup.
Action plan
You receive a practical summary of issues, priorities, and suggested fixes.
Why this audit matters
Most businesses do not need more software first — they need a clearer understanding of how their current systems are actually working.
Pricing
A focused audit designed to identify what is broken, what is manual, and what should be improved first.
Audit Pricing
From £195
Most small-business audits start at £195. If your setup is more complex, we’ll confirm the scope and final price before starting.
Included in the audit
Frequently Asked Questions
It is a structured review of how your leads, follow-up, CRM, forms, and workflows operate. The goal is to identify where processes are breaking, where manual work exists, and what should be improved first.
This is best suited for small UK businesses using tools like Zoho, forms, spreadsheets, WordPress, or WooCommerce, but experiencing inefficiencies, manual processes, or unclear workflows.
Zoho is a core focus, but the audit looks at your wider workflow including forms, websites, integrations, reporting, and other tools connected to your CRM or admin process.
You receive clear findings and recommended next steps. You can implement them yourself, or work with RSCS to handle the cleanup, automation, integrations, or CRM improvements.
Implementation depends on complexity. Smaller fixes may be handled quickly, while full CRM and automation setups typically range from £1,500 to £5,000 depending on workflows, integrations, and scope.
You can also explore our Zoho Consulting & Automation services or view real examples on our Projects page.
Book your CRM & automation audit
If your systems feel messy, disconnected, or too manual, this is the best place to start.
We’ll review what is happening, identify the key issues, and give you a clear path forward.
Book AuditFocused review • Clear recommendations • No pressure to rebuild everything