Systems audit and optimizations for projects and teams

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About this service

Summary

Your team should be working at maximum efficiency, but are things being missed and things slipping through the cracks?
This audit is for teams who need to get everyone on the same page and make sure their tools actually help, not hinder, productivity. I’ll find out where the friction points are, optimize your systems, and get your team working faster and smarter.

FAQs

  • Why is the team audit different from the solo version?

    This is a deeper dive into how your team communicates and collaborates. I’ll pinpoint how to improve internal alignment, not just individual systems.

  • Do I need to prepare anything for the audit?

    Just give me access to your systems and workflows, and I'll do the rest!

  • What if I want ongoing support after the audit?

    No problem! I offer a post-audit optimization package to help you implement and maintain the changes.

  • What is the investment?

    $1250 - $5000 depending on team size and systems complexity. Your team will save hours per week with systemized processes!

What's included

  • Team Systems Audit Report

    Team Systems Audit Report A detailed analysis of your team’s current workflows and usage of Notion and HubSpot, highlighting inefficiencies and alignment issues.

  • Team Optimization Plan

    A customized plan to improve team collaboration, streamline content and client delivery processes, and enhance system integration.

  • Collaboration Workflow Map

    A visual map of optimized team workflows, illustrating roles, responsibilities, and task assignments for greater clarity.

  • Training Recommendations

    A set of actionable recommendations for training your team on new processes, including resources and tools to implement changes effectively.

  • 1-on-1 Team Consultation

    A meeting to discuss audit results, team alignment, and any other concerns, ensuring that everyone is clear on next steps.

  • Custom Resource Guide

    A tailored guide that outlines best practices and workflows specific to your team’s needs.


Skills and tools

Brand Strategist

Project Manager

Systems Auditor

HubSpot

HubSpot

Notion

Notion

Slack

Slack