Business Systems Audit
Not sure what's actually working behind the scenes? Let's find out.
Overview
What I Offer
A full audit of your systems, tools and processes quoting, scheduling, invoicing, and client communication. You'll walk away with a report covering recommendations and next steps, plus a call to talk through exactly what to fix first.
Process
How It Works Checklist
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Book a quick call to confirm scope
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Complete a short intake form
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I review your systems in detail
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A 60-minute call where I walk you through exactly what I found, what's working, what's not, and what to tackle first
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You receive your report with recommendations and next steps
Built on nearly 20 years of hands-on operations and back-office experience. I know what a well-run business looks like, because I've set up and managed those systems myself.
Who
Is It For
Business owners who feel like things are falling through the cracks, but aren't sure exactly where or aren't ready for an ongoing retainer yet and want clarity first.
Perfect if:
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Quotes take days to go out, and follow-ups rarely happen
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Invoices get forgotten or sent late
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You're juggling client details across texts, emails and sticky notes
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You know something's not working, but don't have time to figure out what
Investment
Price & Turnaround
$495 + GST. Delivered within 3-5 business days from your intake form to your walkthrough call.
No matter what state your systems are in (simple, messy, or barely there), that's exactly what this Audit is for. No judgement, just clarity.