Confirm trigger, source tools, owner, next action, delay points, current proof and approval boundary.
SouthernLoop sales object - audit to install scope
Audit Pack Builder
Turn a workflow leak audit into the evidence request, first-month module scope, approval boundary and quote language Archie can send after discovery.
Discovery evidence
Capture the proof before quoting the system.
This page is the step after qualification. It turns the named leak into a first-month install that has inputs, outputs, boundaries and commercial terms.
First-month stack
Choose 2-5 modules. Keep the install narrow.
Do not sell a giant AI project. Sell the smallest module stack that makes the leak visible, reviewed and measurable.
Scope is inside the SouthernLoop first-month rule: narrow, review-first and measurable.
Commercial terms
Quote the narrowest paid install that matches the leak.
Use a range until the exact tools, access and workflow edge cases are confirmed. Take a 50% deposit to book the build slot.
Approval boundary
Human review by default.
SouthernLoop systems draft, summarise, route and remind before they send. Sensitive client-facing messages and commercial follow-ups stay behind the agreed approval step.
- Draft replies and chasers: yes
- Summarise inboxes, forms, notes and sheets: yes
- Flag overdue promises and quote follow-ups: yes
- Auto-send sensitive client messages: no
- Replace judgement on edge cases: no
First 30 days
Install one working loop before expanding the system.
The first month is a controlled install: map the workflow, build the reviewed lane, make the loop visible and measure whether it became harder to miss.
Create the first module queue, add statuses, draft prompts and test with real examples from the business.
Add the brief or dashboard layer that shows overdue work, open value, blocked promises and review gates.
Compare baseline to live outputs, keep weak loops manual and choose whether the next module is worth installing.
Evidence request
Ask for proof of the workflow, not broad access by default.
- Recent examples of the leak from inbox, form, DM, CRM, booking tool or notes
- Current owner or staff member for each next action
- Where the workflow starts, where it stalls and how overdue work is spotted today
- Screenshots or exports that prove the current queue, not broad account access by default
- Sensitive message types that must stay human-approved
Copyable outputs
Send the proposal only when the workflow is narrow enough to install.
A useful first month means the owner can see the loop, staff can see the next action and the business can measure what used to rely on memory.
Proposal Kit Handoff
Create the close pack from this audit.
Create the local proposal, invoice and delivery pack from this audit without rekeying discovery notes. Run this on the SouthernLoop machine after checking the scope is narrow enough.
Proposal-kit command
/home/acm/bin/southernloop-proposal-kit --from-audit-pack 'https://southernloop.co.uk/audit-pack?prospect=Example+clinic&vertical=owner-led+service+business&decisionMaker=Owner+%2F+founder&workflow=Enquiries%2C+quotes+and+client+promises&tools=Email%2C+website+forms%2C+Instagram+DMs%2C+booking+tool%2C+spreadsheet&leak=Quote+follow-up+relies+on+memory+after+the+first+reply&outcome=Faster+replies%2C+fewer+missed+follow-ups+and+clearer+owner+visibility&volume=80&avg=650&risk=15&diagnosticCredit=0&modules=owner-brief%2Cenquiry-lane%2Cquote-control"e=standard&source=manual&date=2026-06-04#pack-builder' --quote-band standard --setup auto --monthly auto
The command uses the prefilled audit-pack URL as structured input. It creates local draft files only and does not send outreach. URLs can contain prospect details, so do not paste them into public tools.
Scope is inside the SouthernLoop first-month rule: narrow, review-first and measurable.
Suggested vault pathProjects/OpenLoop AI Systems/Sales Ops/Prospects/2026-06-04 - Example clinic - Audit Pack.md
Share links store entered prospect details in the URL. Use initials or an internal name if the pack contains sensitive information.
SouthernLoop first-month audit pack Prospect: Example clinic Business type: owner-led service business Workflow audited: Enquiries, quotes and client promises Main leak found: Quote follow-up relies on memory after the first reply Current tools: Email, website forms, Instagram DMs, booking tool, spreadsheet Why this is worth a first install: The audit points to a repeated workflow leak rather than a broad AI project. The first month should make the leak visible, reviewed and measurable before anything expands. Commercial signal: - Monthly items checked: 80 - Average value: £650 - Items currently at risk: 15% (12.0 per month) - Visible value at risk: £7,800 per month - Desired owner outcome: Faster replies, fewer missed follow-ups and clearer owner visibility Recommended first-month stack: 1. Weekly owner brief - The owner gets one weekly view of open enquiries, quotes, overdue promises and next actions. 2. Unified enquiry lane - Warm enquiries land in one reviewed queue with source, owner, next action and draft response. 3. Quote follow-up control lane - Every quote has value, owner, due date, blocker and a safe follow-up prompt before it goes cold. First-month delivery plan: 1. Map the workflow, source tools, owners, handoffs and approval boundaries. 2. Build the reviewed lane and test it with real examples. 3. Install owner visibility: overdue work, open value, blocked promises and next actions. 4. Measure what changed and decide the next module or support rhythm. Approval boundary: SouthernLoop systems draft, summarise, route and remind first. Sensitive client-facing messages, clinical or suitability questions, complaints and commercial follow-ups stay behind the agreed human review step unless explicitly changed later. Quote range: Setup: £1,000-£2,000 setup Monthly support: £299-£599/month Deposit: 50% of the setup fee to book the build slot. Remaining setup balance is due when the first workflow is installed. Success criteria: - One visible owner-level view of the selected workflow - Clear owner, due date and next action for overdue items - Draft follow-ups or replies ready for review - First measurement of visible leak value, overdue actions or owner time saved Next step: Confirm the first workflow, provide the evidence pack, agree the human approval boundary and book the build slot with the setup deposit.