You're not behind. Your operations just need a plan.
If you're working 50+ hour weeks and still feeling like you're drowning in the day-to-day, it's not because you're doing something wrong. It's because your backend wasn't designed to scale.
This Operations Audit gives you a clear, step-by-step roadmap to reclaim your time, fix what's broken, and build systems that actually work FOR you instead of against you.
Does this sound familiar?
You're not alone. These are the most common operations problems I see with established business owners.
Everything runs through YOU
You can't take a day off because nothing happens without you. You want to delegate but don't have systems in place to hand things off.
Your tech stack is a mess
You're paying for tools that overlap, don't integrate, or you're not even using anymore. You know there's a better way—you just don't have time to figure it out.
Delivery is inconsistent
Every client gets a slightly different experience because nothing is standardized. You're recreating the wheel with each new project.
You're losing track of things
Missed follow-ups, dropped balls, things falling through the cracks. It's not that you're disorganized—you just don't have systems to catch everything.
Revenue is up, time is DOWN
You're making more money than ever, but you're working MORE hours, not less. Growth doesn't feel sustainable at this pace.
You don't know where to start
You know you need systems, but which ones? What order? What's the priority? You need someone to just TELL you what to fix first.
Here's exactly what you're getting
This isn't just advice. You walk away with documentation, plans, and a roadmap you can implement (or hand to a VA).
📋 Systems Assessment Report
15-20 page deep dive analyzing your current operations, identifying bottlenecks, calculating your opportunity costs (Mom Math!), and showing exactly where time and money are leaking.
🗺️ Custom 90-Day Roadmap
Month-by-month breakdown of what to implement and when. Prioritized by impact vs. effort so you get results fast without getting overwhelmed.
🛠️ Tool Stack Recommendations
Specific software for YOUR business (not generic advice). Includes setup guides, integration tips, cost-benefit analysis, and what to cut.
⚡ Quick Wins List
5-10 immediate actions you can take in the next 7-30 days to start seeing results right away. These build momentum while you tackle the bigger projects.
📱 30 Days of Text Support
Implementation questions? Stuck on something? Text me. You get 30 days of support so you're not left hanging when you hit a roadblock.
📞 30-Minute Follow-Up Call
At the end of 30 days, we hop on a call to review progress, troubleshoot any issues, adjust your roadmap, and celebrate your wins!
How it works (simple & straightforward)
No complicated process. Just clear steps that get you from "overwhelmed" to "organized" in 2-3 weeks.
Book & Complete Questionnaire
After booking, you'll receive a detailed questionnaire about your business, systems, goals, and pain points. This helps me understand your business before we meet.
Grant Access (Optional)
If you're comfortable, grant read-only access to your calendar, CRM, or project management tools so I can see how things currently work and give better recommendations.
2-Hour Live Audit Session
We hop on Zoom and walk through your business together. I ask questions, we calculate your "Mom Math," identify opportunities, and prioritize what matters most.
Receive Your Complete Roadmap
Within 7-10 days, you receive everything: your systems assessment, 90-day roadmap, tool recommendations, and quick wins list. Plus I record a video walkthrough.
30 Days of Implementation Support
As you start implementing, text me with questions. I'm here to troubleshoot, guide, and support you through the process.
Follow-Up Call & Next Steps
After 30 days, we check in. Review progress, celebrate wins, adjust strategy, and discuss if you need continued support (Backend Buildout or Fractional CoS).
Is this right for you?
This audit is designed for established business owners who are ready to implement real systems.
✓ Perfect fit if:
• You're making $75K-$150K+ in annual revenue
• You're working 50+ hours a week
• You want to delegate but don't have SOPs
• Your backend feels chaotic and reactive
• You need a plan you can execute yourself
• You're ready to invest in doing this right
✗ Not a fit if:
• You're still validating your offer (pre-$50K)
• You want someone to "do it all" for you
• You're not ready to standardize processes
• You don't have bandwidth to implement
• You're looking for a quick fix or magic bullet
• You want generic advice, not custom strategy
Why invest $1,500 in an operations audit?
Because the hidden costs of NOT having systems add up fast—and they're costing you way more than $1,500.
💸 Stop wasting money on tools
Most business owners have 3-5 tools they're paying for that they don't use or that overlap. Cleaning up your stack saves $100-$500/month immediately.
⏰ Reclaim 10-15 hours/week
The average client reclaims 10-15 hours per week after implementing their roadmap. That's 40-60 hours per month. What's that worth to you?
📈 Scale without breaking
SOPs and systems let you delegate, hire, and grow without everything falling apart. You can finally take time off without your business stopping.
"I finally had a plan. My business felt lighter in one week because I knew exactly what to fix first and in what order."
Questions you might have
Here are the most common questions I get about the Operations Audit.
Do you actually give me a plan, or is this just a consultation?
You get DELIVERABLES. A full systems assessment report (15-20 pages), a prioritized 90-day roadmap, tool recommendations with setup guides, and a quick wins list. This isn't advice—it's a complete plan you can implement.
Will you implement the systems for me?
The Operations Audit gives you the plan and blueprint. If you want me to build the systems FOR you (done-for-you), you can add my Backend Buildout VIP Intensive ($6K-$8K) after your audit. Or if you want ongoing support, I offer Fractional Chief of Staff retainer ($3K-$5K/month).
What if I don't have time to implement everything?
That's why I prioritize everything for you! The Quick Wins give you fast results in just a few hours. The 90-day roadmap breaks everything into manageable chunks. You don't have to do it all at once—just follow the plan month by month.
What tools do you work with?
I'm platform-agnostic and work with whatever you're already using: Moxie, Dubsado, HoneyBook, Asana, Notion, ClickUp, Google Workspace, ConvertKit, Flodesk, Kajabi, and more. I simplify around what you have.
How fast can I book?
Usually within 1-2 weeks. I limit capacity to protect the quality of each audit, so spots fill up. Once you book, you'll complete the questionnaire, then we schedule your audit session.
What if I don't have any systems or SOPs yet?
That's totally normal! Most of my clients don't. That's exactly WHY you need this audit—to figure out what systems to build first and how to build them. Zero judgment here.
How is this different from hiring a VA or OBM?
A VA executes tasks you give them. An OBM manages operations you've already built. I design the STRATEGY first—what systems you need, what order to build them, and what tools to use. Then you can hire someone to execute the plan.
Can I pay in installments?
The Operations Audit is $1,500 paid upfront via Stripe. If you'd like to discuss payment options, text me and we can chat about what's possible.
Ready to stop drowning and start systematizing?
Book your Operations Audit today and get the clarity, roadmap, and support you need to finally build a backend that actually works.
You'll receive your booking confirmation and questionnaire within 24 hours