Summary

FAQs

• What exactly do you review during the Systems Snapshot?

  We’ll choose one key workflow or system to review in depth. I look at how information moves through your tools and processes, identify friction points, and highlight where things can be simplified.

• What do I receive at the end?

  You’ll get a concise written summary with findings, key risks, and prioritized recommendations so you know exactly what to focus on next.

• Does this include implementation or software setup?

  No. This service is review + recommendations only. If you’d like help implementing changes, I can suggest next-step options.

• Will you audit every system in my business?

  This is designed to give you clarity on ONE workflow, not your entire business.

• Do you need access to my accounts?

  Often read-only access or screen recordings are enough. We’ll decide together what’s appropriate and safe.

• What’s not included?

  Not included: dashboard builds, new tool setup, automations, deep data cleanup, or ongoing reporting.

• What if I realize I need more help afterward?

  If deeper support makes sense, we can talk about whether a full Systems Clarity Review is the right next step. No pressure either way.

• What’s the typical timeline?

  Most Systems Snapshots are completed within one week of kickoff. My goal is to give you fast, focused clarity without dragging out the process.

• What if I want changes made after I receive the report?

  This service is designed as a one-time snapshot and recommendations. Revisions aren’t included, but I’ll gladly explain anything, expand on insights, and help you think through next steps during our review call.

• Who is this best for?

  This snapshot is ideal if you have one workflow that feels messy, manual, or confusing. Common examples include onboarding, client communication, content planning, inventory, scheduling, or tracking leads. If you aren’t sure what to choose, I’ll help you decide during intake.