Light/Focused Audit (Basic Package)
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Discovery Call & Business Survey: Initial discussion to clarify goals, current pain points, and workflow priorities.
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Core Workflow Review: Quick assessment of essential business systems: scheduling/calendar usage, invoicing process, and basic client management tools.
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Top 3-5 Action Items: Identification of immediate “quick win” changes (e.g., introducing a scheduling app, document template, or a cloud filing system).
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Mini Report: Summary document with recommendations, suggested tools, and priority checklist for improvements.
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Follow-Up Support: 1-week support window for queries.
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Estimated time: 2-5 hours total.
Comprehensive Package
(Full Overhaul)
- Pre-Audit Questionnaire: Deep-dive intake on business structure, tech stack, team roles, and workflow challenges.
- Full Systems Analysis: Review all key operational areas: scheduling, CRM/client management, invoicing, reporting, document storage, team collaboration, social media, security, and backup procedures.
- Manual Audit of Digital Tools: Assessment of existing apps, platforms, security/compliance (e.g., GDPR), and backup systems.
- Custom Solutions Plan: Tailored plan for new tool setup, integrations, automations, process documents, and workflow charts.
- Implementation Roadmap: Step-by-step timeline and checklists for implementing changes, with guidance for business owner and team.
- Training & Onboarding: Short live training (virtual or in-person), video tutorials, onboarding docs for new systems/tools.
- Professional Templates & Checklists: Ready-made file templates (generic contracts, onboarding, workflow maps, client comms) and guides for ongoing use.
- Final Audit Report: In-depth, actionable document summarising findings, recommended fixes, and future-proofing advice.
- 1 Month Follow-Up: Support window for troubleshooting, tweaks, answering questions, and ensuring results stick.
- Estimated time: 10-30 hours, varies by business size and complexity.
