Deeper Support After Your Snapshot
Business Operations Audit & 90-Day Optimization Roadmap
A structured review of your workflows, tools, reporting, bottlenecks, and operational gaps, followed by a practical roadmap showing what to fix first.
This audit is designed for growing businesses that know something is not working as well as it should, but need a clearer view of where the biggest issues are coming from and what to address next.
Built for businesses that are growing, but operating reactively.
The audit is a strong fit when work is getting done, but the way the business runs feels more manual, inconsistent, or owner-dependent than it should.
Processes are inconsistent or undocumented
The owner is involved in too many decisions or approvals
Reporting is manual, delayed, or incomplete
Team handoffs are unclear
Tools and spreadsheets feel disconnected
Leadership knows improvements are needed, but not where to start
If you are unsure whether the issue is process, reporting, accountability, systems, or financial visibility, the audit helps clarify the current state before implementation begins.
The audit is designed to uncover what is slowing the business down.
Rather than jumping straight into solutions, the audit reviews how the business currently operates and identifies where visibility, consistency, and decision-making are breaking down.
Workflow Gaps
Where processes are unclear, inconsistent, or overly manual.
Reporting Gaps
Where important metrics are missing, delayed, or not tied to decisions.
Bottlenecks
Where one person, one process, or one system is slowing execution.
Ownership Issues
Where responsibilities overlap, fall through the cracks, or rely too heavily on the owner.
System Friction
Where tools, trackers, and workflows are creating extra work instead of reducing it.
The result is a clearer understanding of what is happening now, what is creating the most drag, and what should be addressed first.
What’s included in the audit:
Each audit is tailored to the size and complexity of the business, but a standard engagement includes the following core components.
Intake Call
A structured call with the owner or leadership team to understand your business model, priorities, current challenges, and desired outcomes.
Workflow Review
A review of core workflows, handoffs, and operational processes to identify where work gets delayed, repeated, or dropped.
Tool & System Review
A review of the tools, trackers, and systems your team uses to manage work, communication, and reporting.
Reporting & KPI Review
An assessment of the metrics you currently track, how reporting is handled, and where better visibility is needed.
Bottleneck Assessment
A focused review of the people, processes, systems, or approval points that are slowing execution or creating dependency.
Gap Analysis
A review of operational gaps across people, process, technology, data/reporting, and financial visibility.
30/60/90-Day Roadmap
A prioritized plan showing what to stabilize, standardize, and optimize over the next 90 days.
Final Recommendations
A clear summary of key findings, recommended next steps, and optional implementation support if needed.
A clear process from discovery to roadmap
The audit is designed to be structured and efficient, with a defined process from intake through final review.
Most audits are completed within 2–3 weeks depending on scope and responsiveness.
Complete a Pre-Audit Questionnaire
1
You share basic business information, goals, pain points, and current operational challenges.
Attend the Intake Call
2
We review priorities, clarify the current operating model, and identify where the audit should focus.
Share Key Materials
3
You provide relevant reports, screenshots, workflows, trackers, or examples of how the business currently operates.
Analysis & Review
4
I review workflows, tools, reporting, accountability, and operational bottlenecks to identify the highest-priority issues.
Receive the Roadmap
5
You receive the final audit findings, deliverables, and a prioritized 30/60/90-day optimization plan.
Investment
Basic Audit
$950
Best for
Very small businesses that need a high-level operational review.
Includes
• Questionnaire
• One intake call
• Review of up to 3 workflows
• Basic tool and reporting review
• Summary report
• 30/60/90 roadmap
Standard Audit
$1750
Best for
Most small to mid-size companies.
Includes
• Questionnaire
✚ One 90-minute intake call
✚ Review of 4–6 workflows
✚ Tool and reporting review
✚ KPI maturity review
✚ Bottleneck assessment
✚ Gap analysis
• 30/60/90 roadmap
✚ Final review call
Premium Audit
$3250
Best for
More complex businesses with multiple workflows, systems, or stakeholders.
Includes
Everything in Standard
Not ready for a full audit?
✚ Additional stakeholder interviews
✚ Deeper financial/reporting review
✚ More detailed workflow maps
✚ Optional implementation proposal
✚ Leadership presentation support
Frequently Asked Questions
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Most audits are completed within 2–3 weeks depending on business size, scope, and how quickly materials are shared.
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The audit includes review and recommendations. Implementation is not included unless quoted separately after the audit is complete.
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That is completely fine. The absence of reports or documentation is part of the current state assessment and helps clarify where support is most needed.
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No. The audit is designed for growing small and mid-size businesses, but it can also be adapted for more complex organizations.
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Typically, I will ask for a completed questionnaire, an intake call, and access to relevant reports, trackers, screenshots, workflows, or examples of how the business currently operates.
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After the final review, you can choose to implement the recommendations internally or request a separate quote for implementation support.