Systems Audit & Optimization Intensive

Starting at

$

750

About this service

Summary

Best for: Businesses feeling disorganized or stuck in reactive mode.
A deep-dive audit of your current operations—from client onboarding to fulfillment. I map what’s working, flag bottlenecks, and rebuild your top 2–3 workflows for efficiency. You’ll leave with documented SOPs, clear ownership, and practical next steps to scale with ease. Perfect for founders who want quick clarity before hiring or expanding their team.

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

Asana

ClickUp

ClickUp

Google Docs

Google Docs

Zapier

Zapier

Industries

Business Management
Customer Service
Artificial Intelligence