A Systems Audit shows you how to make your workflow faster, your systems smarter, and your business cheaper to run.

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The Real Problem? 

You Don't Know What You Don't Know.

You're checking Instagram DMs, email, and your contact form separately

because you didn't know they could all flow into
one place.

because you didn't know they could all flow into one place.

You're sorting your emails

because you didn't know that you could have filters do that manually, so you only see the emails you need to.

You're paying for DocuSign

because you didn't know Google Workspace has an e-signature feature built in.

You're copying data between tools

because you didn't know they could talk to each other.

You're not doing it wrong.

You just don't know what's possible.

And honestly? How would you?

You're busy running a business. You don't have time to deep-dive every tool's features menu or Google "is there a better way to do this?"

that's where i come in.

I look at your systems with fresh eyes and find:


Smarter setups

the tools that could talk to each other but aren't

Faster workflows

the 20-minute task that could take 2

So you can spend less time in the weeds and more time doing the work that actually grows your business.

Cost savings

the subscriptions you don't need or features you're not using

What a Systems Audit Actually Gives You

Think of this as hiring a translator between you and your tech stack.

  • Every tool you're paying for
  • Every manual process you're doing
  • Every workflow that feels harder than it should be


  • "This tool has a feature that does exactly what you need - here's how to turn it on"
  • "You're paying for two tools that do the same thing - cancel this one"
  • "This 15-minute task? Here's how to make it take 30 seconds"
  • "These three tools could talk to each other automatically - here's how"

I look at:

Then I tell you:


You get a custom roadmap showing exactly what to change, how to change it, and what you'll save (in time and money).

book your audit now!

No more guessing.

No more Googling

No more
"I'll figure it out later."

No more guessing.

No more Googling

No more
"I'll figure it out later."

Get clear, specific instructions on how to best optimize your business.

Here's How it Works:

We hop on Zoom. You walk me through every tool, where leads come in, how you manage projects, and the tasks that make you groan. I take notes and ask annoying questions like "why do you do it that way?"

You'll probably say "I know this is messy." I'll probably say "you don't need to be doing that manually."

 Discovery Call (60 Minutes)

STEP 1

Where I disappear and do the detective work

I audit everything, find shortcuts you didn't know existed, hunt for better alternatives, map automation opportunities, and build your custom roadmap.
You just keep running your business. I might send a few quick questions, but there's no homework on your end.

The Deep Dive (1-2 Weeks)

STEP 2

STEP 3

Findings Call (60 Minutes)

Where you go "WAIT, I CAN DO THAT?"

I walk you through your custom report: what's working, what's broken, where you're wasting money and time, and your step-by-step action plan.

You'll leave with total clarity, relief, and excitement about getting your time back.

STEP 4

The "now go fix it" guide

Quick wins for this week. Medium projects for this month. Long-term upgrades for this quarter. Each with why it matters, what you'll save, how to do it, and whether you need help.

Then you choose: DIY it, hire me to do it, or mix and match.

Your Implementation Roadmap

Here's How it Works:

We hop on Zoom. You walk me through every tool, where leads come in, how you manage projects, and the tasks that make you groan. I take notes and ask annoying questions like "why do you do it that way?"

You'll probably say "I know this is messy." I'll probably say "you don't need to be doing that manually."

 Discovery Call (60 Minutes)

STEP 1

Where I disappear and do the detective work

I audit everything, find shortcuts you didn't know existed, hunt for better alternatives, map automation opportunities, and build your custom roadmap.
You just keep running your business. I might send a few quick questions, but there's no homework on your end.

You'll probably say "I know this is messy." I'll probably say "you don't need to be doing that manually."

Deep dive (1-2 weeks)

STEP 2

Where you go "WAIT, I CAN DO THAT?"

I walk you through your custom report: what's working, what's broken, where you're wasting money and time, and your step-by-step action plan.

You'll leave with total clarity, relief, and excitement about getting your time back.

Findings Call (60 Minutes)

STEP 3

The "now go fix it" guide

Quick wins for this week. Medium projects for this month. Long-term upgrades for this quarter. Each with why it matters, what you'll save, how to do it, and whether you need help.

Then you choose: DIY it, hire me to do it, or mix and match.

Your Implementation Roadmap

STEP 4

What You Actually Get:
Your Custom Systems Audit Report

Your Complete Tech Stack Breakdown

What you're using, what you're actually paying for vs. using, and where you're overpaying or under-utilizing features.

Hidden Features & Shortcuts

The stuff already built into your tools that you didn't know existed - filters, automations, integrations, and time-savers.

Cost Savings Opportunities

Subscriptions to cancel or downgrade, free alternatives, and redundant tools. (Typical savings: $50-150/month)

Workflow Optimizations

Manual tasks that could be faster or automated, with step-by-step setup guides rated by difficulty (easy/medium/hard).

Your Prioritized Action Plan

What to do this week (quick wins), this month (medium projects), and this quarter (long-term). 

What You Actually Get:
Your Custom Systems Audit Report

Your Complete Tech Stack Breakdown

What you're using, what you're actually paying for vs. using, and where you're overpaying or under-utilizing features.

Hidden Features & Shortcuts

The stuff already built into your tools that you didn't know existed - filters, automations, integrations, and time-savers.

Cost Savings Opportunities

Subscriptions to cancel or downgrade, free alternatives, and redundant tools. (Typical savings: $50-150/month)

Workflow Optimizations

Manual tasks that could be faster or automated, with step-by-step setup guides rated by difficulty (easy/medium/hard).

Your Prioritized Action Plan

What to do this week (quick wins), this month (medium projects), and this quarter (long-term). 

This is all yours, for only $497

Here's what that gets you:

✓ Two 60-minute calls with someone who's seen every version of "I'm working too hard"

✓ 1-2 weeks of deep analysis and research into YOUR specific setup

✓ 15-25 page custom audit report (not a template)

✓ Step-by-step implementation guides with screenshots

✓ Prioritized action plan you can actually follow

✓ Cost savings that typically cover the audit fee within 3-4 months

✓ Workflow improvements that give you back hours every week

✓ Two 60-minute calls with someone who's seen every version of
      "I'm working too hard"
✓ 1-2 weeks of deep analysis and research into YOUR specific setup
✓ 15-25 page custom audit report (not a template)
✓ Step-by-step implementation guides with screenshots
✓ Prioritized action plan you can actually follow
✓ Cost savings that typically cover the audit fee within 3-4 months
✓ Workflow improvements that give you back hours every week

book your audit

This Systems Audit Is For You If:

book the audit

You spend more time managing your tools than they spend helping you

You're thinking about hiring help soon and want to get organized before you bring someone on

You know you're working harder than you should be, but you're not sure what to fix first

You want someone to just tell you what to fix instead of spending hours Googling

You're open to changing how you work if there's a better way

You have the bandwidth to actually implement recommendations (or hire someone to do it)

FAQs

+ Do I need to use specific tools for this to work?

+ Do you guarantee specific savings?

+ What if I need more help after the audit?

+ Do I need to use specific tools for this to work?

Nope! I work with whatever you've got. Notion, ClickUp, Asana, Trello, Monday, Airtable, Google Workspace, Flodesk, Mailchimp, Dubsado, HoneyBook, whatever. The audit optimizes YOUR tools. I'm not here to force you into my favorite software.

(Though if you're using something that's genuinely holding you back, I'll suggest better options.)

+ What if I need more help after the audit?

That's exactly why everything is rated by complexity!
Easy stuff: "Click this button, turn on this feature" (you can do this today)
Medium stuff: "Follow this 10-step guide with screenshots" (you can do this with a little focus)
Hard stuff: "This requires technical setup - hire me or an ops specialist to handle it"

My job is to meet you where you are, not give you homework that requires a computer science degree.

+ What if I need more help after the audit?

Google gives you generic advice about what works for other people.
I give you specific recommendations for your business with your tools and your workflows.

Generic: "You should use a CRM!"
Specific: "You're already using Notion as a CRM but not utilizing the relations feature - here's how to set that up to stop manually updating 3 places."

+ What if I need more help after the audit?

Only if there's a really good reason (like you're paying $50/month for something that has a $10 alternative that does the same job).

Most of the time? Your tools are fine.

You're just not using them to their full potential. Or you're using 3 tools when 1 would work better.
I'm here to optimize what you have, not sell you on shiny new software.

+ What if I need more help after the audit?

Perfect! That means we're optimizing, not starting over.
Most audits result in:
  • Small tweaks with big results
  • Turning on features you didn't know existed
  • Connecting tools that weren't talking to each other

Not "throw everything out and rebuild from scratch."

+ What if I need more help after the audit?

100% your call! The audit is designed to be actionable whether you:
  • Do everything yourself (I give you detailed guides)
  • Hire me for the technical parts (Implementation Sprint)
  • Delegate to a VA (I make it easy to hand off)
  • Mix and match based on your capacity

Zero pressure. The audit stands alone as a valuable deliverable.

+ What if I need more help after the audit?

You work like normal!

I might send a few quick questions ("Do you use this feature?" or "Where do you currently save X?"), but there's no homework or heavy lifting on your end.

You're free to keep running your business while I dig into your systems.

+ What if I need more help after the audit?

I can't guarantee exact numbers because every business is different.

But I've never done an audit that didn't find:
  • At least $50-100/month in cost savings
  • At least 3-5 hours/week in time savings
  • Multiple "why didn't I know about this?" moments

+ What if I need more help after the audit?

Perfect! That's what the Implementation Sprint is for.

After you see the report, we can discuss what makes sense to hire out vs. DIY.

But there's zero obligation. The audit is valuable on its own.

+ Do I need to use specific tools for this to work?

Nope! I work with whatever you've got. Notion, ClickUp, Asana, Trello, Monday, Airtable, Google Workspace, Flodesk, Mailchimp, Dubsado, HoneyBook, whatever. The audit optimizes your tools. I'm not here to force you into my favorite software.

(Though if you're using something that's genuinely holding you back, I'll suggest better options.)

+ I'm not technical at all. Will I understand your recommendations?


That's exactly why everything is rated by complexity!

Easy stuff: "Click this button, turn on this feature" (you can do this today)
Medium stuff: "Follow this 10-step guide with screenshots" (you can do this with a little focus)
Hard stuff: "This requires technical setup - hire me or another expert to handle it"

My job is to meet you where you are, not give you homework that requires a computer science degree.

FAQs

+ How is this different from just Googling productivity tips?



Google gives you generic advice about what works for other people.
I give you specific recommendations for your business with your tools and your workflows.

Generic: "You should use a CRM!"
Specific: "You're already using Notion as a CRM but not utilizing the relations feature - here's how to set that up to stop manually updating 3 places."

+ Will you make me switch all my tools?



Only if there's a really good reason (like you're paying $50/month for something that has a $10 alternative that does the same job).
Most of the time? Your tools are fine.
You're just not using them to their full potential. Or you're using 3 tools when 1 would work better.

I'm here to optimize what you have, not sell you on shiny new software.

+ What if I've already spent a lot of money on my current setup?



Perfect! That means we're optimizing, not starting over.
Most audits result in:
  • Small tweaks with big results
  • Turning on features you didn't know existed
  • Connecting tools that weren't talking to each other

Not "throw everything out and rebuild from scratch."

+ Can I implement this myself or do I HAVE to hire you?




100% your call!
The audit is designed to be actionable whether you:
  • Do everything yourself (I give you detailed guides)
  • Hire me for the technical parts (Implementation Sprint)
  • Delegate to a VA (I make it easy to hand off)
  • Mix and match based on your capacity

Zero pressure. The audit stands alone as a valuable deliverable.

Look, Here's What's Actually Happening

You're working way too hard.

Not because you're bad at what you do - you're obviously good enough to be making money doing it.

But because you're drowning in tools you don't fully understand, manual tasks that eat your time, and a nagging feeling that "there has to be a better way to do this."

And here's the thing: there is.

You just don't have time to figure it out yourself. Between client work, admin stuff, and trying to have some semblance of a life, when exactly are you supposed to become an expert in Gmail filters and Flodesk workflows?

Every week you put this off is another week of:
  • Paying for subscriptions you don't need
  • Manually doing the 20-minute task that could take 2
  • Working evenings because your days are eaten by admin work

That adds up. Fast.
I look at your setup with fresh eyes. I find the shortcuts you didn't know existed. I show you what's possible with the tools you already have. And I give you a clear plan to fix it.
book the audit

$497.

2-3 weeks.

A roadmap that actually makes sense for your specific business.

Ready to Stop Working So Hard?

book your audit now.