systems audit
When your systems aren't optimized, everything feels harder than it should–slow response times, inconsistent client experience, manual follow-up. A Systems Audit gives you a clear, expert view of what can be changed.
clarity & recommendations
What is a systems audit?
A Systems Audit is a comprehensive review of how your business operates day-to-day. It walks through from the moment an inquiry comes in to the moment an event is complete. We look at your tools, workflows, communication, and processes to identify:
→ What's working well
→ What's creating friction or confusion
→ How is the client experience
→ What are areas that can be automated
→ How can AI support your process
→ How your systems can better support growth
→ Where can you and your team save time
A Systems Audit is ideal for you if:
→ Feel overwhelmed by inquiries, emails, or admin tasks
→ Feel like your systems are "fine" but not efficient
→ Constantly worry things are falling through the cracks
→ Have multiple tools with no clear workflows
→ Are not up to date on the most current AI and automation tools
→ Are preparing to scale, hire, or increase volume
→ Want expert guidance before investing in bigger changes
What's included
→ Review of your CRM, email, scheduling, and booking tools
→ Client journey mapping
→ Workflows and automation evaluation
→ Identification of bottlenecks, gaps, and redundancies
→ Personalized recommendations for improvement
→ A clear, actionable audit summary
A systems audit is the first step to any of our vendor services. If you decide to book an additional service, the price of the systems audit is subtracted from your total.
Which service is right for your business?
Includes | Systems Audit | Systems & Process Design | Fractional Operations Partner |
|---|---|---|---|
Workflow Audit | ✓ | ✓ | ✓ |
Client Journey Mapping | ✓ | ✓ | ✓ |
CRM Review & Evaluation | ✓ | ✓ | ✓ |
Actional Recommendations | ✓ | ✓ | ✓ |
CRM Setup & Optimization | 𝘹 | ✓ | ✓ |
Workflow & Automation | 𝘹 | ✓ | ✓ |
Email Templates & Sequences | 𝘹 | ✓ | ✓ |
SOP Creation & Documentation | 𝘹 | ✓ | ✓ |
AI Integration | 𝘹 | ✓ | ✓ |
Client Experience Refinement | 𝘹 | ✓ | ✓ |
Ongoing Workflow Maintenance | 𝘹 | 𝘹 | ✓ |
Inbox & Inquiry Oversight | 𝘹 | 𝘹 | ✓ |
Ongoing Team Support | 𝘹 | 𝘹 | ✓ |
Monthly Check-in's | 𝘹 | 𝘹 | ✓ |
Process Management | 𝘹 | 𝘹 | ✓ |
Keep Systems up to Date with Newest Technology | 𝘹 | 𝘹 | ✓ |