The Essentials Audit is designed for small but mighty teams ready to bring order to the chaos. This audit takes a detailed look at one entire business arm evaluating your workflows, tools, task management, and internal processes to help you regain control and build a backend that supports both sustainability and scale.

If you’re constantly reinventing your processes, struggling to keep your team accountable, or stuck in manual mode with no automation in sight, this audit will show you exactly what to fix and how.

What’s Included:

• 60-minute kickoff and strategy session

• Full audit of one entity’s workflows, systems, and team execution

• Review of tools and tech stack

• Task delegation and communication audit

• Leadership accountability assessment

• Identification of bottlenecks, inefficiencies, and workflow gaps

• 60–90 Day Action Plan with recommendations for improvements

• Final PDF report and 60-minute review session

Benefits:

• Gain immediate clarity on the structure and gaps of one business unit

• Discover where you’re wasting time, energy, or opportunity

• Identify the root cause of recurring workflow issues

• Get a step-by-step action plan that you can implement or outsource