Strategic Systems Audit
A comprehensive audit of the business’s systems designed to identify inefficiencies and uncover opportunities for improved performance, accuracy, and sustainable growth
A strategic roadmap to optimize your systems and fuel growth.
This comprehensive audit is designed for coaching digital marketing CEOs who need a clear, strategic understanding of how their systems are functioning—and where they’re falling short.
You’ll receive a detailed audit report that uncovers inefficiencies, gaps, and missed opportunities across your core systems—including your CRM, email marketing, website, opt-ins, and checkout experience. The report includes prioritized, actionable recommendations to help you optimize and scale your business effectively.
By the end of the process, you’ll know what’s working, what needs attention, and where to focus to improve efficiency, enhance the customer experience, and support scalable growth.
Ready to change your business?
Happy Notes
What a Systems Audit Can Do for Your Business
Streamline. Optimize. Grow.
Uncover what’s slowing you down—pinpoint inefficiencies across your CRM, email, and website that are impacting performance and growth.
Get clarity where it matters—gain a clear picture of how your systems are (or aren’t) working together, with specific action items prioritized by impact.
Align operations with strategy—optimize the tools already in place so your backend supports your business goals, not holds them back.
Let’s get down to business
Here’s the Process
Working together
Your Commitment
To get the most from this audit, timely collaboration and clear communication are essential. Providing full access to your systems and promptly responding to any questions throughout the review period ensures the audit is thorough and the recommendations are relevant and actionable. Your active participation helps create a clear, prioritized plan tailored to your business needs.
Getting Started
Onboarding and Access
A brief onboarding call is scheduled to clarify the scope and collect full access credentials for all key business tools. This step ensures comprehensive visibility needed to perform a thorough and accurate audit while maintaining strict confidentiality and security.
Deep Dive Analysis
The Audit Process
Once full access is provided, a comprehensive review is conducted across all systems—CRM, email marketing, website, opt-ins, and checkout flows. This phase focuses on identifying inefficiencies, gaps, and evaluating overall system performance.
Systems Results
Audit Delivery
Within 30–35 days, a detailed audit report is delivered, containing clear and prioritized recommendations. Each action item is categorized by impact—low, medium, or high priority—to help focus efforts where they will have the greatest effect. This report serves as a practical, step-by-step roadmap for optimizing systems and enabling scalable growth.
$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
Prioritized Recommendations
The Audit Report
You’ll receive a detailed audit designed to provide clear visibility into your systems, offer a structured analysis, and deliver practical next steps—so you know exactly where to focus your efforts for the greatest impact.