OPERATIONS SUPPORT + BIZ AUDIT


DOES THIS SOUND LIKE YOU?

When your back end is not a well oiled machine, the rest of your business will feel chaotic. 

You need automations in place to support your customer flow and more. 

You need hiring clarity so you know the right "who's" for different projects plus what exactly to delegate.

You need a project management tool set up to keep your business organized.

You need to know which tools/programs will support your business goals (and what's right for you specifically). 

You need a strategic plan so your actions have the greatest impact (no more spaghetti thrown on the wall). 

Good news! This is exactly what we do.


WHAT DO YOU NEED MOST?

OPTION 1: If you just need a one time audit, we will do a comprehensive break down of your business and provide a detailed report and recommended next steps. OPTION 2: If you engage with any of our monthly services, you will get this audit every 3 months plus our team to manage the implentation.

WHAT'S INCLUDED IN THE BUSINESS AUDIT?

  1. Pre-form to be completed prior to the live call.

  2. 90 minute deep dive into your business.

  3. Review of your business to identify goals and opportunities.

  4. Assessment of your tools/programs + recommendations.

  5. Hiring plan to support your goals with specific things to delegate. 

  6. Identify automation opportunitites to simplify processes. 

  7. Message clarity to help you better communicate your offer to customers. 

  8. Action plan with specific tasks to complete to reach your goals. 

  9. A written report at the end so you are empowered with next steps.

  10. Basic ClickUp set-up with the business audit results laid out for you.

Audits start at $300 USD.

Note: Some businesses may need more than one call. Chat with us to get a quote specific to you.

THE VISION-TO-ACTION PLAN

For those on our monthy plans, here's a peak into how we turn your big ideas into completed projects.

OUR EFFICIENCY METHOD

Too many people start with "delegating" before they've identified if those tasks are even worth keeping. Our method ensures that we are first, eliminating what is not necessary. Second, we identify what can be automated. Then finally, what's left is what should be delegated. 

THE ROI YOU CAN EXPECT

Our clients are often surprised by the return on investment they get with us. One client even said, "I get so much ROI with you that I can't NOT have you in my business." Another client's husband also said we saved them so much money by eliminating unnessary things that they're "blown away".

Keep in mind though, we are not a marketing agency, therefore, we will never guarantee specific monetary results. As operations specialists, your ROI will come in different, but not less significant, ways.