Operational Audit Proposal

What we heard

Key findings from your discovery call

These are the areas that stood out from our conversation.

Team & Adoption

40 marketers, not engineers — and the survival instinct slowing AI adoption

You've got the AI account director and the BD lead automation running between the two of you. The challenge is the other 35 marketers — they don't yet believe how much of their day-to-day can be automated, and there's a real survival instinct in the room. Adoption is the choke point, not capability.

“There's about 40 people in our business, and they're marketers, they're not engineers, and they're not necessarily systems or innovative thinkers.”

Strategy & Focus

Plenty of ideas, no shared view of which inflection point to back first

Language model optimisation, account director orchestration, productised services for your own clients — multiple candidate inflection points, all credible. What's missing is a documented business process map across the team so you can pick the highest-leverage one with confidence, then run a few projects against it.

“We've got some ideas of what to do, but of which areas to work on.”

Capacity & Founder Dependency

Two founders carrying the build between them

Everything that's been built so far — the AI account director that reads transcripts and proposals and orchestrates work through Slack, the BD lead pipeline — has been built by the two of you. To scale, the work needs to come off your hands. That means workshops with the team, plugin builds the team can run themselves, and a deliberate handover.

“We need to scale, and we need to get it off our hands, and we need to now bring the team on the journey.”

Tools mentioned: Claude Teams, HubSpot, Slack, Microsoft 365 / CoPilot, Excel & Google Sheets

Your biggest gain

What this could unlock for Orange Line

Target outcome

Anything done on a computer gets 40 to 80 percent quicker once the right plugins are in place. For a marketing agency where almost every billable hour runs through a screen, the realistic target across the engagement is for the team to be meaningfully more productive within six months — without growing headcount. The audit turns that target into a measurable, per-process plan.

Conservative target across 36 marketers over 6 months

2× more productive

“We know that a vast majority of what we do can be fully automated.”

Indicative target based on prior engagements. The audit replaces this with measured, per-process baselines and targets.

What the audit delivers

6 comprehensive deliverables

Everything you need to understand exactly where the waste is and what to do about it.

Operational process map across all business stages

Findings report with evidence-based pain points and verbatim quotes

Waste items quantified with dollar figures and ROI projections

Priority matrix ranking every opportunity by effort vs impact

Tools and tech stack audit with redundancy and cost analysis

Strategic solution paths

Why the audit comes first

Documentation before plugins.

Every plugin we build afterwards inherits the audit’s process maps, data layer, and team language. The first wave is cheaper because the foundation is shared. The audit fee is credited 100% toward the plugin builds — not an extra step, just the first step of the same engagement.

Who you’re working with

A team you won’t find at another tech agency

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.

Adam

Founder, APG Software

YouTube Upwork LinkedIn

100+ projects

60+ reviews

Speaking & Recognition

• Presented at the Africa AI Summit in Cape Town — n8n sponsored event with a combined audience of 3.5M+
• Speaker at the AAA AI Event in Sydney, Australia
• Appeared on n8n’s official channel, Liam Ottley’s channel (800K+ subscribers), and various other leading AI podcasts
• Previously at Lendlease — firsthand experience with Aconex and enterprise construction tech stacks
• Top 1% on Upwork — Expert-Vetted in the world’s largest freelancing marketplace

Africa AI Summit — Cape Town

n8n sponsored · 3.5M+ audience

AAA AI Event — Sydney

Australia’s leading AI community event

Podcast & Media

Featured on n8n, Liam Ottley (800K+), and more

n8n Liam Ottley

Patrick

Co-Founder, APG Software

200+ projects

Make.com

Monday.com

HubSpot

Former CTO

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

See for yourself

Seven years of results. Verified everywhere.

Upwork Profile

60+ projects · 100% Job Success · Expert-Vetted

View on Upwork

YouTube Channel

6,000+ subscribers · 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

“Adam genuinely understands the tech, the business side, and how to connect the two. He built our entire platform from vision to MVP — on time, under budget, and exactly how we imagined it. If you need someone who actually delivers, this is the guy.”

Gavin Tye

Founder, DealBuddi

“Adam helped us build an MVP — the very first iteration of the app. We needed something built quickly but professionally as a proof of concept. Adam was responsible, great to work with. Since the MVP, the app has gone from strength to strength.”

Nina Dejmanee

Head of Product Development, Moment Leader

“Adam has been super helpful in showing me the many options available for creating digital solutions. It’s made a huge difference to my business. Cheers mate.”

Donnie Buchanan

CEO, Entry Counts

“Adam helped get an MVP up and running — super helpful. Can’t thank him enough. Explained everything so clearly, helped troubleshoot all the problems and explained the underlying logic.”

Joey Ross

Procore · Ex-Lendlease

“APG has been helping me explore the more advanced side of development. Adam is a voracious learner and adopter of any technique or framework that will get the job done — and he is a giver.”

Peter Mole

CEO

“Adam and his team mapped out our entire operation and gave us a clear picture of exactly where we were losing time and money. The recommendations were practical, and the build delivered exactly what was scoped. I’d recommend APG to any founder who wants to move fast without cutting corners.”

Uriel Cantarero

Founder & CTO

“We got stuck for weeks without making progress on a complex build. Then we came across Adam — within the first 30 minutes going through the code, he identified the issue. They are well structured, they have a process that works well and the pricing model makes sense.”

Mathew Pretel

CPTO, Alchemis.ai — Ex Google

60+ verified reviews • 300+ projects completed • Rated Excellent on Trustpilot

Case study

What happens when you inject a system behind a team

Flawless Gardens & Landscaping — Sydney’s Northern Beaches

July 2025 — Before

$200K/year

70 maintenance contracts

Excel spreadsheets — no modern CRM

No business system — phone, Outlook, and memory

All IP lived in the owner’s head

March 2026 — 9 months later

$2M/year

$200K/month revenue run-rate

15 headcount

5 vehicles on the road

1 system runs the entire operation

One system for Scheduling Timesheeting Invoicing CRM Quoting Proposals

See it in action

This is what you get at the end

Every audit is delivered as a private portal — a living document your team can reference, share internally, and use to drive decisions. Here's a live example built for a home care business.

Live demo portal

CareBridge Home Services

Process map, findings report, waste quantification, priority matrix, and strategic solution paths — all in one place. This is exactly what your audit portal will look like.

View live audit demo

Includes

Process map · Findings · Waste report

Also includes

Priority matrix · Strategic paths

Format

Private portal · PDF export

See it in practice

What these solutions look like in action

Your team talks to AI about their daily work — reading live data, drafting documents, answering questions in plain English. Here's what that looks like.

Cowork Plugin

AI trained on your business — your team asks it questions, gets it to draft documents, and runs processes in plain English. No coding required.

Quick Start · 20 min

5 use cases you can install in an hour

Example

Marketing plugin in action

Full Course · 2 hrs

The complete guide to building and managing plugins

AI is the Excel of 2026. We train your team to manage and edit these tools themselves — so the capability stays in-house.

More examples on our YouTube channel →

Next step

Book a follow-up call

Have a read, take it to Dave. When you’re ready, lock in 30 minutes — we’ll walk through the audit scope, answer the IP-protection questions you raised, and confirm the workshop format that fits your 36 marketers.

The pathway

Phase 1 — 2 to 4 weeks

Operational audit

Workshops with the team to map what they really do. Four lenses — plugins, automation, data, risk. Output: documented process map, AI roadmap, ROI case, and data & risk register.

Phase 2 — 1 to 2 weeks per plugin

Plugin builds

Custom plugins built off the audit documentation, deployed into your Claude Teams workspace via a private GitHub repo. IP stays with Orange Line.

Phase 3 — alongside Phase 2

Workshops & adoption

Live workshops with the marketers — not to teach them to code, but to show them what “wouldn’t it be good if it could do this” looks like once the plugin already exists.

Phase 4 — from month 3 onwards

Compounding

Each new plugin inherits the documentation and gets cheaper to build. Also where the upsell-to-your-own-clients conversation gets real — once Orange Line runs on plugins, the playbook is portable.

Book a follow-up call →

Or reply to the email I sent you and we’ll lock it in.