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Automation advisory

Know what to automate before you spend on it

We find the tasks eating your team's time, pick the right tools for your business, and give you a step-by-step plan with the savings worked out.

Free first audit Written roadmap you keep Honest, tool-neutral advice

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Step process

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Ways to work with us

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Custom to your business

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Support

Ways to work with us

Start with a free conversation. Go deeper only if it makes sense for your business.

Start here

Free Audit

A first look at where automation could help

Free

No obligation
  • Discovery call about your business
  • Top areas worth automating
  • Honest view on what to do first
  • Advice on whether you need a full audit
Book Free Audit
Ongoing

Advisory Partner

A regular expert while you put the plan into action

Custom quote

Monthly, after discovery
  • Everything in Automation Roadmap
  • Regular progress reviews
  • Help choosing and checking vendors
  • Guidance for your team
  • Plan updates as your business grows
  • Priority support
Get a Quote

The free audit is the best place to begin. We quote the paid options after we understand your business.

Is this for you?

Signs you need advice before you automate

Most automation projects go wrong at the planning stage, not the building stage. If any of these sound familiar, start here.

Your team copies data between sheets and apps

The same details get typed in two or three places, and mistakes creep in every week.

Leads and follow-ups slip through

Enquiries arrive on calls, WhatsApp and your website, and nobody is sure who replied to whom.

You cannot decide: buy software or build custom

Every vendor says their product is the answer, and you need someone neutral to compare them.

You have a quote and cannot judge it

A developer sent a price and a feature list, and you do not know what is needed and what is padding.

You tried a tool and nobody uses it

The software was bought, but the team went back to their old way because it did not fit how they work.

You want to grow but processes cannot keep up

More orders and more staff are making the manual way harder every month.

What you get

A clear plan, not just a conversation

You finish with a written document you can act on, whether you build with us, with someone else, or do it in stages.

Process audit

We map how work actually flows and mark which tasks are manual, slow or error-prone.

Tool and system selection

A clear recommendation on what fits: a ready tool, WhatsApp automation, or a custom build.

Automation roadmap

What to do first, what can wait, and how each step connects to the next.

Cost and time-saving estimate

What it will cost, how many hours it can save, and roughly when it pays for itself.

Team and training plan

How your staff will move to the new way of working, so the system actually gets used.

A written plan you keep

The document is yours. Use it with any vendor, or ask us to build it.

How it works

From first call to a plan you can act on

Five clear steps, and you know what is happening at each one.

Discovery call

We learn about your business, team and goals.

Process audit

We study how work flows and where time is lost.

Prioritise

We rank tasks by savings and effort.

Roadmap

You get the written plan with tools and costs.

Support

We guide you as you put the plan into action.

Rough estimate

What could manual work be costing you?

Move the sliders to get a quick idea. An audit gives you the real numbers for your business.

Your business

Employees doing manual work10
Manual hours per person, per day3 hrs
Cost per hour₹150

Estimate assumes automation can remove about 65% of repetitive manual work. Actual savings vary by business.

Possible savings

Hours saved per month0
Cost saved per month₹0
Cost saved per year₹0
Get my real numbers

As a business automation consulting team in Howrah, Trustlytics helps owners decide what to automate, in what order and with which tools, before any money is spent on software. Our automation advisory services cover process audits, workflow mapping, ERP and CRM selection advice, and a clear automation roadmap for small and growing businesses across Howrah and Kolkata.

Business automation consulting and process audit planning

Many MSMEs lose money by buying the wrong tool or paying for features they never use. Our advisory work gives you a vendor-neutral view: what you need now, what can wait, and what it will cost. If you decide to build with us, the same team can deliver your workflow automation, custom CRM, WhatsApp automation or business dashboard from the plan we prepared together.

Automation roadmap and digital transformation consulting for small business
Questions, answered

Before you book an audit

Not sure if advisory is what you need? Message us and we will tell you honestly.

Ask on WhatsApp

The free audit is a conversation: we learn about your business and tell you where automation looks most useful. The roadmap is the full piece of work, with a detailed process audit, tool recommendations, costs and a written step-by-step plan.

No. The written plan is yours, and you can use it with any vendor or your own team. If you would like us to build it, we are happy to, but it is not required.

No. We mostly work with small and growing businesses, where a wrong software purchase hurts the most. Even a team of a few people can find tasks worth automating.

Mostly your time. We ask how your team currently handles sales, billing, stock, HR and reporting, and we may look at the sheets or tools you already use. We keep your business information confidential.

The first audit is free. The roadmap and ongoing advisory are quoted after we understand your business size and how many processes are involved, so you pay only for the scope you need.

We recommend what fits your business. Sometimes that is a ready-made tool, sometimes WhatsApp automation, and sometimes a custom build. If you do not need us to build anything, we will say so.

Ready to find out what is worth automating?

Book a free audit and get a clear, honest view of where your team's time is going.

Book a free audit

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