Find the first point where your lead, customer, payment, access, or reporting journey stops matching the intended process. I will review one CRM/account and up to five agreed critical workflows, document the evidence, rank risks by severity and dependency, and deliver a practical action plan for repair or implementation.

BEST FOR Coaches, agencies, course creators, membership businesses, service businesses, and ecommerce teams when the visible symptom is clear but the root cause is not.

WHAT'S INCLUDED • Kickoff scope confirmation and expected-versus-actual behavior review • One CRM/account and up to five agreed critical workflows • Review of capture and consent, CRM structure, workflow logic, handoffs or access, and reporting or QA • Happy-path review plus the relevant exception, stop, or failure condition • Evidence-led findings ranked by severity, dependency, and repair order • Practical action plan with recommended implementation sequence • Recorded walkthrough or written handoff • One clarification round on the delivered findings

CLIENT INPUTS • The platforms involved • Expected behavior and actual behavior • The affected lead, customer, payment, access, or reporting journey • Redacted examples or safe screen recordings where useful • A named decision owner for scope questions • Named, least-privilege collaborator access only when the agreed review requires it

NOT INCLUDED • Implementation or repair work • CRM or platform migration • Historical data cleanup or enrichment • Custom development • Copywriting or visual design • Ongoing monitoring or support • Third-party software fees or vendor support

Any implementation, migration, custom development, or expanded investigation is quoted separately after the audit findings make the real scope clear.

DELIVERY & ACCEPTANCE The three-day clock starts after the scope, required inputs, and safe access are available. Delivery is complete when the agreed workflows have been reviewed and the action plan plus walkthrough or written handoff has been supplied. The included clarification round explains the findings; it does not expand the reviewed account or workflow scope.

Do not send passwords, API keys, payment data, private customer exports, or unrestricted administrator credentials in the first message. Start with redacted context and confirm the safest access method after scope is agreed.