Growth Systems Audit

A deeper audit focused on customer journey, lead flow, follow-up, onboarding, and operational friction.

Best for:
Businesses that are getting leads or clients but have inconsistent follow-up, messy onboarding, or backend friction that is slowing growth.

What’s included:

• review of lead flow and customer journey
• review of forms, booking, onboarding, and follow-up
• review of current tools and systems
• identification of bottlenecks and missed opportunities
• written action plan
• prioritized recommendations

Client provides:

• intake form
• website and social links
• forms or booking links
• screenshots or Loom walkthroughs of current process
• tool list
• short summary of current pain points and goals

Delivered remotely via:

• submitted materials
• screenshots or Loom walkthroughs
• written action plan

Important note:
This audit is designed to diagnose process and system friction. It does not include implementation, automation setup, copywriting, or ongoing consulting.