Systems Audit & Scale StrategySarah Lockie
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.
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.
FAQs
A structured review of your team workflows, tools, roles, and deliverables to identify inefficiencies and gaps that limit growth.
A detailed analysis of your current operations, documented findings, and specific recommendations for improvements and scalability.
Typically 2–4 weeks, depending on the size of the team and complexity of current systems.
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.
A clear report outlining findings, prioritized action steps, and a plan for system improvements.
Teams looking to scale, improve delivery speed, reduce operational issues, or streamline remote collaboration.
Yes. Implementation can be added as a project management system buildout.
Yes — remote-first digital service and product teams are my primary niche.
Flat-rate pricing based on team size and required depth of analysis. A proposal is provided after an initial discovery call.
Example work
Contact for pricing
Tags
ClickUp
Jira
monday.com
Slack
Trello
Product Manager
Program Manager
Project Manager
Service provided by
Sarah Lockie Toronto, Canada
- 2
- Followers
Systems Audit & Scale StrategySarah Lockie
Contact for pricing
Tags
ClickUp
Jira
monday.com
Slack
Trello
Product Manager
Program Manager
Project Manager
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.
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.
FAQs
A structured review of your team workflows, tools, roles, and deliverables to identify inefficiencies and gaps that limit growth.
A detailed analysis of your current operations, documented findings, and specific recommendations for improvements and scalability.
Typically 2–4 weeks, depending on the size of the team and complexity of current systems.
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.
A clear report outlining findings, prioritized action steps, and a plan for system improvements.
Teams looking to scale, improve delivery speed, reduce operational issues, or streamline remote collaboration.
Yes. Implementation can be added as a project management system buildout.
Yes — remote-first digital service and product teams are my primary niche.
Flat-rate pricing based on team size and required depth of analysis. A proposal is provided after an initial discovery call.
Example work
Contact for pricing