The Scale & Simplify Audit 💻
Starting at
$
555
About this service
Summary
A deep-dive business audit that finds the bottlenecks, inefficiencies, and messy operations slowing you down, so you can scale with ease.
Perfect for entrepreneurs feeling overwhelmed by messy operations.
Your business should run like a dream, not a disaster!
Process
1️-Discovery & Initial Assessment
📌 What happens:
Kick-off 60 mins call to gather the necessary context: Your current systems, team dynamics, and pain points.
Complete a business audit questionnaire to collect data on tools, workflows, and areas of frustration.
Discuss high-level goals for the business: what’s not working, what’s working, and where they want to go next.
2️-Systems & Workflow Analysis
📌 What happens:
A thorough audit of all current systems, tools, workflows, and team structure (based on the info gathered).
Identify key bottlenecks, inefficiencies, and disjointed processes that are slowing down the business.
Assess whether the tools are integrated properly and if they align with the business’s scaling needs.
3️-Custom Roadmap Creation
📌 What happens:
Develop a custom roadmap with actionable steps that outline clear fixes, optimizations, and integrations.
Prioritize issues from most urgent to least, with a plan for tackling them one-by-one.
Recommend tools and automations that will solve the most common bottlenecks (including integrations with existing tools).
4️-60-Minute Final Review Call
📌 What happens:
A 60-minute call where I present the findings and action steps.
Walk through the custom roadmap with the client and explain each step.
Clarify the prioritization of the steps and help you understand how to implement each one.
Discuss possible challenges you might face during implementation and how to overcome them.
5️-One Week Slack Support
📌 What happens:
One week of Slack support for follow-ups, and make sure you’re feeling 100% confident about your next steps.
What's included
A 90-minute strategy call
A deep dive into your workflows, systems, and bottlenecks to uncover inefficiencies.
Full Systems Analysis
A detailed review of your tools, automations, and processes to identify gaps and areas for improvement.
Custom Roadmap
A step-by-step action plan with tailored solutions to streamline your business.
1-Week Slack Support
Ongoing guidance to answer follow-up questions and ensure you feel 100% confident in implementing changes.
Duration
2 weeks
Skills and tools
Product Manager
Project Manager
Program Manager
Asana
ClickUp
Dubsado
Notion
Slack