The Operations Audit
A complete, scored review of your business from leads, sales, financials, to day-to-day process. You will know exactly what's working, what's not, and what to fix first. No guesswork, no vague advice. Just a clear, prioritized plan.
Get The Audit $999
What you get in the audit
Not a vague list of suggestions. Three concrete deliverables.
Delivered in 10 business days, plus a walkthrough call where I go through the findings with you directly.
The Scorecard
A rated breakdown across all 4 pillars of your business, so you can see at a glance where things stand.
The Gap Analysis
For every area reviewed: what's happening now, what's broken or at risk, and why it actually matters to your bottom line.
The Roadmap
A prioritized action plan that lays out what to fix first, second, and third based on your business' priorities.
01 - Access
I get read-only access to the tools relevant to your business. Such as CRM, ad accounts, financials, scheduling. No changes made to live systems.
02 - Diagnosis
I go through each area, scoring what's working and flagging what's not.
03 - Walkthrough
We get on a call. I walk you through the scorecard, the biggest gaps, and the roadmap. Then answer whatever comes up.
How it works
No black box, no guessing what you're paying for. Three steps, start to finish, and here's exactly what happens after you say yes.
Proof that this is real
Actual work done for actual businesses. Here's what the audit found, and what came from fixing it.
Lead Attribution Tracking
Leads were coming in with no way to tell what was working through UTM and call tracking gave full visibility into every source.
Digital Blueprint Audit
A full audit across analytics, search, and ad platforms revealed a mobile traffic gap. Which led to a rebuild of the mobile side of the business.
CRM & Sales Funnel Buildout
Built a full CRM and sales funnel from scratch, with automation handling follow-up so a solo operator didn't have to. Giving time back to do the work.
Scattered Data to Usable Insights
UX research studies were producing data no one could easily use. Building a centralized reporting system cut analysis time and improved decision-making.
Your questions, answered
Straightforward answers about how this works, so you know what to expect before we talk.
What size of business do you work with?
Mostly small and mid-sized businesses doing roughly $500K to $10M in revenue where operations haven't kept pace with growth.
Do you only work on one piece of the business, or the whole thing?
Either. Some clients want one specific problem solved, like attribution or CRM; others want an ongoing fractional operator. We'll figure out the right scope together.
Do you work hands-on, or just advise?
Hands-on. I build and implement, not just recommend. Which is true of everything from CRM builds to financial systems to ad campaigns.
How is this different from hiring a full-time operations hire?
You get senior-level operational experience. Including large-organization rigor just without the cost or commitment of a full-time role.
What if I don't know exactly what's wrong, just that something is?
That's normal, and it's exactly what the Operations Audit is for. We start there and let the diagnosis tell us what's next
What if I don't know exactly what's wrong, just that something is?
That's normal, and it's exactly what the audit is for. We start there and let the diagnosis tell us what's next.