Find Out What’s Actually Broken in Your Systems
(And What to Fix First)
Stop guessing what’s wrong with your CRM, email marketing platform, or project management tool. Get a clear roadmap in 2 weeks.
Does this sound familiar?
You know something’s not working, but you’re not sure what.
Maybe your CRM feels like a black hole where leads disappear. Or your email marketing platform confuses you. Or your project management tool creates more chaos than clarity. And on top of all of this, you’re pretty sure none of them are talking to each other like they should be.
You’ve tried to fix it yourself, but every time you open one of these platforms, you get overwhelmed and immediately close the tab.
You’re not broken. Your systems are.
Get Crystal-Clear Answers in 2 Weeks
The Systems Audit gives you exactly what you need:
Clarity on what’s working, what’s broken, and what to fix first
No more guessing. No more overwhelm. Just a straightforward plan you can actually follow.
Here’s What You Get
Comprehensive Audit
Deep dive into ONE core system of your choice: CRM, Email Marketing Platform, or Project Management Tool.
90-Minute Working Session
You’ll complete a pre-call questionnaire so our Zoom call can be fully focused on what’s happening and what to do next, with personalized questions and ideas ready
Detailed Audit Report
Written breakdown of what’s working, what’s broken, and what’s missing. No tech jargon, just plain language you can understand.
Prioritzed Action Plan
Know exactly what to tackle first, second, and third—no more spinning your wheels.
45-Minute Follow-up Call
Ask questions, get clarity, and decide your next steps.
Optional Add-on
Want me to audit an additional system? Add it on for $197 and get a greater understanding of your back-end systems.
What to Expect
After Your Audit, You Have Options
DIY It
Take the roadmap and action plan I give you and implement it yourself.
Upgrade to Systems Setup
We’ll use the roadmap as our guide, and I’ll build out your system for you!
Upgrade to Systems Management
Hand it all over and let me build, update, and manage your systems ongoing.
No pressure. No commitment. Just clarity and a plan that fits your business.
Investment
Systems Audit
$297
Systems Audit Add-on
$197
This Audit is Perfect For You If:
You know something’s wrong with your systems, but not sure what
You’re spending hours on simple tasks that should take you just a few minutes
You’ve started setting up a system, but it’s sitting there, collecting dust
Your team won’t use the tools you’ve invested in because they aren’t trained
You’re manually doing work that could (and should) be automated by the system itself
You want clarity on what you have now before investing in a full setup
You need someone to tell you the truth about what’s broken and what’s not
What You’ll Walk Away With
Complete clarity
Prioritzed roadmap
Honest assessment
Time savings identified
Confidence to move forward
No more guesswork
Common Questions
What if I need (or want) more than one system audited?
No problem! You can request that additional systems be audited for $197 each. Indicate that on your intake form, and you’ll be invoiced for the additional systems separately.
What happens after the audit is complete?
You decide! You can implement the roadmap and action plan yourself, upgrade to have me build it for you (with a full $297 credit), or upgrade to have me build it and manage it for you (with a credit of $500 off your first month). Or, you can keep the report and revisit it later. Zero pressure.
How technical will the report be?
While it will be thorough, there will be zero jargon. I want you to be able to understand everything so it will be in plain language that actually makes sense. If you don’t understand something, we’ll cover it in our follow-up call.
What if I’m not sure which system to audit first?
We’ll figure it out together on our initial call. Complete your intake form with what system you think you want to have audited. I’ll ask a few questions and help you determine if that’s the right system to start with.
Can you audit custom or industry-specific systems?
It depends on the platform. I specialize in CRMs (e.g., GoHigLevel, Hubspot), email marketing platforms (most major ones), and project management tools (e.g., Asana, ClickUp, Trello). If you’re using something else, feel free to contact me and see if I can help before booking your audit call.
Ready to Stop Guessing?
Book your Systems Audit and get the clarity you need in 2 weeks. No more wondering what’s broken. No more overwhelm. Just a clear plan forward.
Not sure if an audit is right for you? Contact me, and we can figure it out together.