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comprehensive Systems and Processes Audit helps you document existing business processes and workflows and identifies out-of-date content and broken links.
๐Ÿ’š 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. Hereโ€™s a glimpse of what Iโ€™ll cover: โœ“ Iโ€™ll begin by going through your website like I'm brand new to your business โœ“ Document business processes and workflows โœ“ Map dependencies between different processes/team members โœ“ Identify process owners โœ“ Note manual vs automated processes โœ“ Map the sign-up journey for your courses and track your automated messages โœ“ Iโ€™ll look for consistency and breakdowns in your messaging, broken links, outdated content โœ“ Identify mishaps in your newsletter, email campaign sequences โœ“ Uncover workflow bottlenecks โœ“ Map team dependencies โœ“ Identify automation opportunities โœ“ Review existing SOPs for completeness and clarity โœ“ 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. ๐Ÿ’š 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

Flodesk

Flodesk

Google Docs

Google Docs

Google Drive

Google Drive

Kajabi

Kajabi

Systeme.io

Systeme.io

Industries

Fitness & Wellness