The essential first step before we build anything.
Before We Build, We Need to Know What's There
Before any automation or connection can be built, we need a clear and honest picture of every tool, every workflow, and every data structure currently in place.
The Risk of Building Blind
Building on an unknown foundation creates real risk — things break, data gets lost, and fixes cost more than getting it right the first time.
A Professional Health Check
Think of the audit as a health check before the renovation begins. Nothing gets touched, changed, or built until findings are documented and agreed.
What the Audit Covers
Tool Inventory
Every platform in use — Zoho CRM, Zoho Inventory, Zoho Projects, ShipStation, Xero, FlipSnack, Stripe, and your website.
Data Structures
How records, fields, and information are organised inside each tool.
Templates
All existing templates — invoices, job formats, order forms, and gift tag layouts.
Workflows & Automations
Every step from order received to invoice sent, plus every rule, trigger, or scheduled job currently running.
Connections & Gaps
What talks to what, what doesn't, and exactly where the integration gaps are hiding.
What We Need From You
We keep your involvement to an absolute minimum. Here's all we require to get started:
Admin Access
Admin-level access to all tools: Zoho (all apps), ShipStation, Xero, FlipSnack, Stripe, and your website CMS.
Account Credentials
Confirmation of who holds the account and billing credentials for each platform.
One Short Call
A brief onboarding call to walk us through any context we can't see from the inside.
What You Get at the End
The audit produces a complete, structured, and actionable deliverable — not just a list of observations.
Full Audit Report
A complete document covering everything we found across all tools and platforms.
Findings Summary
What is working, what needs attention, and what is missing entirely — clearly structured.
Prioritised Issues
A ranked list of what to resolve before any build work begins.
Path Forward
A clear, phased recommendation built around your actual timeline and priorities.
Investment
ex-GST
Standalone engagement — no lock-in, no obligation beyond this scope.
What's Included
- Full review of all tools and platforms
- Documented findings report
- Prioritised recommendations
- Workshop-ready summary
Timeline & Next Steps
Completed within 14 business days of receiving admin access to all platforms.
Once the audit is complete, we present the findings and recommend next steps together — no surprises.
The Desk — How We Work
Understand First
We understand your business before we touch your systems. Nothing is assumed.
Document Everything
Nothing is left undiscovered. Every finding is recorded in plain, clear language.
Speak Plainly
You will always know what we found, why it matters, and what to do about it.
Work in Phases
Each stage is agreed, delivered, and confirmed before the next one begins.
Free Up Your Time
Our goal is to give you time back — not consume it.
Ready to Get Started?
Once the audit is complete, findings are presented at the Workshop — the next step in your automation journey.
Accept This Proposal
Signal your go-ahead and we take it from there. No paperwork overload — just a clear confirmation to begin.
Get in Touch
The Desk
+613 9996 8549
thedsk.au
Questions before you sign off? Reach out — we're happy to walk through anything.
Preliminary Digital Audit