Systems Audit & Scale Strategy by Sarah Lockie

Systems Audit & Scale Strategy

Sarah Lockie

Contact for pricing

About this service

Summary

I assess your current workflows, tools, team roles, and deliverables to identify inefficiencies and gaps that limit growth. You’ll receive a clear breakdown of what’s working, what isn’t, and the specific improvements needed to scale effectively.

This audit can be provided on its own or as the starting point for a full project management system build.

I have experience across multiple industries, with a focus on digital marketing, digital products, and remote teams.

FAQs

What is an Operations & Systems Audit?
A structured review of your team workflows, tools, roles, and deliverables to identify inefficiencies and gaps that limit growth.
What does the audit include?
A detailed analysis of your current operations, documented findings, and specific recommendations for improvements and scalability.
How long does the audit take?
Typically 2–4 weeks, depending on the size of the team and complexity of current systems.
What materials or access do you need?
Access to project management tools, workflow documentation, reports, and short interviews with key team members. Or YOU if you don't have a project management system yet.
What will I receive at the end?
A clear report outlining findings, prioritized action steps, and a plan for system improvements.
Who is this for?
Teams looking to scale, improve delivery speed, reduce operational issues, or streamline remote collaboration.
Can you help implement the recommendations?
Yes. Implementation can be added as a project management system buildout.
Do you work with remote teams?
Yes — remote-first digital service and product teams are my primary niche.
How is pricing structured?
Flat-rate pricing based on team size and required depth of analysis. A proposal is provided after an initial discovery call.

What's included

Workflow mapping across departments
I document how work currently moves through your teams — from intake to delivery — to pinpoint unnecessary steps, handoff issues, and areas where tasks get stuck or duplicated. I also examine the project management system currently in place, if you have one.
Task, Timeline & Dependency Analysis
I review how tasks are structured, how long they take, and what they depend on, ensuring deadlines, accountability, and capacity planning are aligned and realistic.
Team Roles & Hiring Recommendations
I assess your team structure, responsibilities, and workload to identify skill gaps, unclear ownership, and whether additional hires or role adjustments are needed to scale.
Tool Usage Review
I analyze how your current platforms (ClickUp, GoHighLevel, Drive, Zapier, etc.) are configured and used, identifying underutilized features, overlaps, and opportunities to simplify.
Bottleneck + Automation Opportunities Report
I highlight where delays are consistently happening and provide clear automation opportunities to remove manual work, reduce errors, and speed up delivery.
Prioritized Roadmap for Improvements
You receive a step-by-step plan detailing what to fix first, what to build next, and the expected impact — so you can scale with confidence and direction.

Example projects