Systems Audit + Optimization for Teams
Starting at
$
3,000
About this service
Summary
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?
$3,000–$5,000 depending on team size and systems complexity. Your team will save hours per week with systemized processes!
What's included
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
Recommendations
(5.0)
Client • Dec 21, 2024
Recommended
Couldn't be happier with my experience working with Lo! Incredible and I'm looking forward to continuing to work together!
Recommended
The best freelancer I've ever worked with! Truly a gamechanger for my business!
Client • Mar 3, 2025
Client • Aug 22, 2024
Recommended
Lo really got our brand. And she got it quickly! She required very little onboarding time and one of her strategies was rooted in finding percolating 'questions' that our brand was uniquely fit to answer while competently putting our brand's content into more current communication styles that helped us be heard with more credibility and connection. Weekly meetings were always warm, professional, incredibly clear and distilled to a refreshing level of intention.
Duration
3 weeks
Skills and tools
Brand Strategist
Project Manager
Systems Auditor
HubSpot
Notion