Knowledge Audit & Build Plan
Start here. Map what the company knows. Get a plan you can build this month.
Most teams do not have a knowledge problem so much as a retrieval problem. The answer exists — in a doc, a deck, a call recording, someone's head — and nobody can get to it at the moment they need it.
Every engagement begins with the audit. We map where your knowledge currently lives, what people keep asking for, and which connections pay off first. You leave with a sequenced 30-day build plan, whether or not we build it together.
- Week 1 · Map every source
- Week 2 · Structure the base
- Week 3 · Connect the CRM
- Week 4 · Embed in Slack
Why start here
Connecting tools before you understand the questions just moves the mess.
Teams that skip the mapping wire everything to everything, then discover the answers still are not there.
Nobody agrees what the source of truth is.
Three versions of the pricing deck, two of them wrong, and no way to tell which one someone will send.
The knowledge is in people, not systems.
It works until they are in a meeting, on holiday, or gone. Every new hire relearns the same things from scratch.
Search returns documents, not answers.
You get a results page and a reading task, at the exact moment you needed a sentence.
Nobody owns keeping it current.
A wiki that was accurate in March quietly becomes a liability by September, and people stop trusting it entirely.
“New hires stopped asking where things live. They just ask.”
Head of Operations · B2B SaaS
What you get
A map, a question log and a build plan.
Three artefacts you can act on this month, whether we build together or not.
Where the knowledge lives
- Every system holding something people need: docs, drives, call recordings, CRM, tickets, inboxes
- What is authoritative, what is stale, and what quietly contradicts something else
- Where permissions already restrict access, so the build inherits the rules you have
What people keep asking
- The questions that get asked repeatedly, and who currently answers them
- The ones that cost the most when the answer is slow, wrong, or lost
- Where the same context gets re-explained from scratch every time
30-day build plan
- Sequenced by payoff, not by which connector is easiest
- Specific enough to assign and start this month
- Scoped for what to connect, what to structure, and what to leave alone
How the engagement runs
Map, structure, connect, embed.
The audit sets the sequence. Nothing gets wired up on an assumption.
MapStructureConnectEmbed
- 01
Map
We find where knowledge lives today, what people keep asking for, and where the answers leak. You get a prioritised plan whether or not we build it together.
- 02
Structure
We shape what you already have so both your team and your AI can read it — consistent naming, clear ownership, and an authoritative version of the things that matter.
- 03
Connect
We wire the tools your information sits in for reading, then the tools your work happens in for doing, inside your own accounts and permissions.
- 04
Embed
Documentation, live training and post-launch advisory, so your team can extend it. The system has to work in month eight, not just launch week.
Questions
The questions buyers actually ask.
Direct answers for teams deciding whether the audit belongs on the shortlist.
What does the audit actually cover?
A working session on where your knowledge lives, what people keep asking for, and what your stack can already reach. You leave with a sequenced build plan — specific, prioritised and ready to act on. Not a slide deck.
Does every engagement start here?
Yes. It sets scope, sequence and what to build first, so nothing runs on assumptions about where the answers are.
How long does it take?
Two weeks from kickoff to plan. One focused working session, an async review of your stack, and a presentation of the sequenced plan.
Do we keep the plan if we don’t continue?
Yes. It is yours either way. Most teams use it to prioritise internal work even when they do not hire us to build.
Does our data stay ours?
Yes. We work inside your accounts and your permissions. Access follows the rules you already have, so people see what they were already allowed to see. Nothing gets copied somewhere you cannot revoke.
How is work priced after the audit?
Engagements are scoped after the audit, based on what the plan surfaces. We don’t sell packages before we understand the problem.
Also part of the system