Systems & Processes Audit For Coaches and Leaders

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About this service

Summary

My comprehensive Systems and Processes Audit helps you document existing business processes and workflows and identifies out-of-date content and broken links.
💚 I experience your business through fresh eyes, documenting touchpoints from customer acquisition to delivery. Stop losing revenue to broken processes.
Audits are personalized for your business.
30-Minute Zoom to learn about your business
I'll ask you to identify the areas you feel need assessing the most.
Courses, funnels, newsletter sequences, etc.
I'll put together a final proposal and a full list of tasks I'll be completing
After agreement on the time frame and price audit will begin.
Most audits
cost between $1,000 and $1,500, depending on the size of your coaching business and the number of courses, funnels, etc. I will also comb through your website, look for opt-ins, and view it with fresh eyes.
After completion, I'll follow up with a written report, recommendations, and a Zoom meeting to go over findings.

What's included

  • Comprehensive Systems & Process Audit For Coaches/Leaders

    Hey Online Coaches, Change-makers, and Leaders! Is your business running like a well-oiled machine, or are hidden inefficiencies costing you time and money? My comprehensive Systems & Processes Audit helps you document existing business processes and workflows. Here’s a glimpse of what I’ll cover: ✓ I’ll begin by going through your website like I'm brand new to your business ✓ Document business processes and workflows ✓ Map dependencies between different processes/team members ✓ Identify process owners ✓ Note manual vs automated processes ✓ Map the sign-up journey for your courses and track your automated messages ✓ I’ll look for consistency and breakdowns in your messaging, broken links, outdated content ✓ Identify mishaps in your newsletter, email campaign sequences ✓ Uncover workflow bottlenecks ✓ Map team dependencies ✓ Identify automation opportunities ✓ Review existing SOPs for completeness and clarity ✓ Identify missing SOPs for critical processes Average length of time to complete (30 Days) Average price $1,500 This audit is perfect for coaches who has online courses, newsletters and various funnels. 💚 I experience your business through fresh eyes, documenting touchpoints from customer acquisition to delivery. Stop losing revenue to broken processes and links.

Recommendations

(5.0)

Tybre'ana Eaddy • Tybre'ana Eaddy

Client • Aug 1, 2025

Ms. Carol is organized, responsive, and applies care with her work at all times. You can't go wrong with hiring her!

“I have worked with Carol -on and off -for over 12 years. She is my go-to person when I start a project or build out a new company. Her ability to support team building and interface well with existing teams to get the job done, is remarkable. Carol has supported 2 of my major project launches. She has managed many facets of my business--from organizing to project planning and strategy. She has overseen my social media and provided support with budgeting. I highly recommend Carol.


Skills and tools

Executive Assistant

Virtual Assistant

Flodesk

Flodesk

Google Docs

Google Docs

Google Drive

Google Drive

Kajabi

Kajabi

Systeme.io

Systeme.io