Systems & Processes Audit For Coaches and Leaders

Carol Lawrence

Contact for pricing

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comprehensive Systems and Processes Audit helps you document existing business processes and workflows and identifies out-of-date content and broken links.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courses and track your automated messages ✓ I’ll look for consistency and breakdowns in your messaging, broken links, outdated content ✓ Identify mishaps in your newsletter, email campaign sequences ✓ Uncover workflow bottlenecks ✓ Map team dependencies ✓ Identify automation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.

Skills and tools

Virtual Assistant

Executive Assistant