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