
Know what to fix before you buy software or hire agents.
The Arkode Audit looks at how your company runs today and turns it into a roadmap your team can act on.
- One to two weeks
- Remote or on site
- Free if your company qualifies
Before you change anything, see how the work really runs.
Most companies grow by adding software for each desk and people to move the work between them.
Before we build anything, we look at how the work actually runs, and what it costs you.
We start from your goals and follow the work across the company.
One to two weeks.
Remote or on site.

Your goals.
We start with what you want the next year to look like: grow without adding headcount, close the month faster, answer customers sooner.
How the work runs today.
We sit with the people in sales, customer service, operations and the back office, remote or on site, and follow the work from the first email to the paid invoice.
What we find.
What works, what is broken, and where time and money leak. Often it is one of these.
- Books in three placesBack office
- Quotes typed twiceSales
- An inbox nobody ownsCustomer service
Your roadmap.
We walk you and your leadership team through it, and you decide what happens next.
You leave with a roadmap your team can act on.

Roadmap
October 2026
Harbor and Pine LLP
Close the month in five days, without adding headcount.
The roadmap holds six parts:
Where you are today.
Where your company is today, and the areas we looked at.
Where you want to be.
What you told us you want, in your words.
What works, and what is broken.
What works, what is broken, and a verdict on each system: keep it, fix it, or replace it.
What to fix first, and when.
Each action in order, with a timeline.
Where AI agents fit.
Whether agents make sense for you now, where they would help, and what has to be true first.
How to start.
Priced as three options, so you choose the pace.
You keep the roadmap either way.
Two people run your audit, from the first call to the roadmap.
Process consultant
Leads the diagnosis and writes the roadmap with you.
Systems engineer
Checks your systems and data, and what it takes to change them.
The audit is free if your company qualifies.
Tell us about your company in a short form. If it qualifies, the audit is free. If not, we tell you the fee before anything starts.
The roadmap sends you one of two ways.
If your system is in the way, we fix or replace it. If it is ready, and you want agents, the first one starts on the work the roadmap picked.
See how we work
