
Systems Audit & Optimization Intensive
Starting at
$
750
About this service
Summary
What's included
Comprehensive Audit Report
I’ll conduct a detailed review of your full operational ecosystem—from lead generation and client onboarding to fulfillment and follow-up. You’ll receive a clear written report highlighting what’s working, where the bottlenecks are, and what needs to be simplified. This gives you instant visibility into how your systems and team can operate more efficiently.
Optimized Workflows + SOPs
Based on the audit findings, I’ll rebuild or streamline 2–3 of your most critical workflows (for example: onboarding, communication, or project delivery). Each comes with clear, easy-to-follow SOPs so your team can execute confidently and consistently—reducing errors, confusion, and founder dependence.
Action Plan & Next Steps
You’ll receive a practical, prioritized action plan that outlines what to tackle next—tool adjustments, automation opportunities, and recommended accountability rhythms. This serves as your roadmap for implementation and ensures you can keep improving long after the audit is complete.
Duration
4 weeks
Skills and tools
Executive Assistant
Operations Manager
Business Operations

Asana

ClickUp

Google Docs

Zapier
Industries
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