Systems Audit + Optimization for Solopreneurs

Starting at

$

1,500

About this service

Summary

Feel like your business is growing faster than you can handle?
This audit is for solo entrepreneurs who want to finally get control over their systems for attracting new clients and managing content. We’ll take a deep look at how you’re using Notion + HubSpot right now, identify where things are falling through the cracks, and give you the tools to make your business work for you.

FAQs

  • How long does the audit take?

    1–2 weeks depending on the complexity of your systems. You’ll get a clear report and a personalized action plan

  • I’m not super tech-savvy. Can I do this myself?

    Absolutely! We’ll break everything down in simple, actionable steps, and provide support if needed.

  • What happens if I need help implementing the changes?

    We offer an add-on service to help you implement the recommendations if you want us to take care of it for you.

  • What is the investment?

    $1,500–$2,500, depending on complexity. Get more time, clarity, and efficiency for a fraction of the cost of hiring a full-time operations manager!

What's included

  • Audit Report

    A comprehensive analysis of your current Notion and HubSpot systems, with clear identification of inefficiencies, bottlenecks, and opportunities for improvement

  • Optimized Systems Plan

    A tailored, actionable plan with step-by-step recommendations for streamlining workflows, automating processes, and improving integrations

  • Prioritized Action List

    A prioritized list of changes to make, including short-term fixes and long-term strategies

  • 1-on-1 Consultation

    A final review call to discuss the audit findings and answer any questions about the plan and next steps

  • Resource Guide

    A guide that outlines best practices for using Notion and HubSpot, based on your specific needs

Recommendations

(5.0)

Maceo Owens • The ERG Movement

Client • Dec 21, 2024

Couldn't be happier with my experience working with Lo! Incredible and I'm looking forward to continuing to work together!

The best freelancer I've ever worked with! Truly a gamechanger for my business!


Client • Mar 3, 2025

Lo really got our brand. And she got it quickly! She required very little onboarding time and one of her strategies was rooted in finding percolating 'questions' that our brand was uniquely fit to answer while competently putting our brand's content into more current communication styles that helped us be heard with more credibility and connection. Weekly meetings were always warm, professional, incredibly clear and distilled to a refreshing level of intention.


Duration

2 weeks

Skills and tools

Project Manager

Virtual Assistant

Systems Auditor

HubSpot

HubSpot

Notion

Notion