Strategic Systems Audit

A deep dive into your core systems to uncover inefficiencies and missed opportunities—with clear, prioritized steps to streamline and grow.

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Happy Notes

  • “Best business investment I’ve ever made!”

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    Sophie Reily

  • “Olivia is a miracle worker!”

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    Jess smith
Apply now for your Systems Audit and start optimizing for success
Let’s get down to business

What to Expect

Deliverables

What’s Included

  • Comprehensive audit of your core systems
  • Identification of inefficiencies and gaps
  • Clear, prioritized action steps ranked by urgency
  • Detailed audit report delivered within 35 days
Step-by-Step

How it Works

  • Step 1: Apply, sign, pay, and book your kickoff
  • Step 2: Kickoff call — share access and systems
  • Step 3: We dig into your operations
  • Step 4: Receive a clear report with next steps
Working together

Your Collaborative Commitment

To ensure smooth, effective support, you must:

  • Provide access to systems and passwords
  • Respond quickly to info requests
  • Attend the scheduled kickoff call
$1600
US Dollars
This audit covers the following key systems

Client Relationship Management (CRM)
Email Marketing
Website Performance and SEO
Opt-In Processes
Checkout Experience

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Prioritized Recommendations

The Audit Report

At the end of the Strategic Systems Audit, you’ll walk away with a clear, prioritized report that highlights inefficiencies, uncovers growth opportunities, and provides actionable next steps to optimize your business systems.

What’s Included In the Audit
A detailed audit report highlighting inefficiencies and missed opportunities
Prioritized, actionable recommendations categorized by impact
(Low 🟨 | Medium 🟧 | High 🟥)
A clear understanding of how each system supports or hinders your business
A focused roadmap to optimize operations and support scalable growth
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Essential Info, Simplified

Frequently Asked Questions

The audit is delivered within 35 days after full access is provided.

You’ll need to attend the kickoff call, share system logins, and be available for occasional clarification.

No. This is an audit only—no tech implementation or edits are made. Implementation support is available exclusively for retainer clients. Learn more here.

CRM, email marketing platforms, website backend, opt-in flows, and checkout processes.

No, but your tools must be accessible and commonly used in the online business space.

Yes. You’ll receive a clear, prioritized task list you (or your team) can take action on.

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Strategic Systems Audit