Systems Audit and Optimization: Transform Chaos into Clarity

What’s Included:

1. Comprehensive Systems Audit:

   • Conduct a deep-dive review of your existing tools and workflows.

   • Identify inefficiencies, bottlenecks, and missed opportunities.

   • Assess tools like CRMs, project management systems, automation workflows, and file storage systems.

2. Optimization of Key Workflows:

   • Optimize 2–3 core workflows tailored to your business needs, such as:

     • Reporting: Automate and simplify your reporting processes.

     • Client Onboarding: Streamline and enhance the client experience.

     • File Storage: Organize and structure your digital files for easy access and collaboration.

   • Implement changes that deliver immediate time savings and operational clarity.

3. Scalable Recommendations:

   • Provide an actionable plan to scale your tools and workflows as your business grows.

   • Include suggestions for replacing or integrating new tools if needed.

4. Bonus: Optimization Resource Pack:

   • A detailed workflow diagram showing the optimized process for each audited area.

   • A tailored "Systems Maintenance Checklist" to keep workflows running efficiently.

   • Exclusive access to a curated list of tools and tips for scaling operations.

Price:

$1,500 (Standard Audit and Optimization for smaller operations)
$2,000 (Enhanced Audit and Optimization with bonus support and additional workflows)