Business Systems Audit

Overview

We look at how your business actually runs — the tools, handoffs, repeated tasks, and workarounds — and translate what we find into clear decisions. The audit is focused, structured, and specific to your operation. You leave with a written 90-day plan and a shared understanding of where change can create the greatest impact.

Who it is for

Founders and small operating teams who feel the friction but need an outside perspective before investing in a new system, hiring additional support, or adopting another tool.

Problems addressed

• Repeated work between tools that should talk to each other
• Data lives in more places than the team can track
• The team does not have a shared view of which improvement should come first
• Growth is being slowed by systems, not by demand

What is included

• A working session covering the eight core systems: strategy, brand, customer journey, operations, data, automation, AI readiness, and bilingual reach
• System health scoring and a plain-language written report
• A prioritized 90-day action plan (30 / 60 / 90-day phases)
• A follow-up review to answer questions and confirm next steps

Typical outcomes

• A written record of how the business runs today
• A short list of the highest-impact priorities
• A concrete plan the team can execute with or without us

Engagement & pricing

Typical investment: $500–$3,000+. Final scope depends on business size, locations, users, workflow complexity, documentation needs, bilingual requirements, and the depth of the audit.