Hiring won’t fix it.
New software won’t fix it.
You need to see exactly how your business is operating and where it’s breaking down.
The Business Operations Audit maps your entire workflow, exposes the bottlenecks, and shows you what to fix first.
This is not a surface-level checklist.
We evaluate your business end-to-end to identify exactly why decisions, follow-ups, and problem-solving still roll back up to you.
You leave with a prioritized action plan that shows what to fix first, what’s creating friction, and what’s silently costing you time and money.
Inside the audit, we break down:
Clarifies what you’re actually building, how decisions should be made, and where the business is going so everything else can line up behind it.
Identifies where leads are getting lost, stalled, or mishandled and puts structure around how inquiries are tracked, followed up on, and converted.
Examines how estimates are created, priced, and presented to uncover inconsistencies, risk, or missed profit before jobs ever start.
Looks at how work moves from sold to completed, where delays or confusion show up, and how field and office communication is really functioning.
Assesses how the office runs day to day, who owns what, and why routine tasks still seem to depend on you.
Surfaces gaps in roles, expectations, accountability, and onboarding that create friction, burnout, or constant re-training.
Reviews the tools you’re using, how they’re actually being used, and where systems are creating more work instead of reducing it.
Connects operational reality to the numbers so you can see where time, effort, and money are leaking and why profit doesn’t always match workload.
Evaluates what’s driving new work, what’s not, and whether there’s a real system for follow-up, referrals, and repeat customers.
📅 Step 1: Schedule Your Audit
We’ll spend 2 hours walking through how your business actually runs today.
You don’t need to prepare anything in advance.
You don’t need perfect systems.
We meet the business exactly where it is.
📄 Step 2: Results Review
Within a week, you receive a clear operational breakdown outlining:
🔎 What’s working
🚧 What’s creating bottlenecks
💸 What’s costing you time or margin
📌 What to fix first
We meet to review the findings and walk through your prioritized action plan.
🚀 Step 3: Take Action (Your Way)
Some owners implement internally.
Some continue with coaching or support.
There is no obligation beyond the audit.
The goal is clarity.
What you do with it is your decision.
💰 $800 includes 2hr audit + 1hr results review & full report
🧠 A clear understanding of why everything still funnels back to you
🗂️ A prioritized action plan based on operational impact
⏳ Clarity on what to fix first and what can wait
🛤️ A practical path forward that doesn’t rely on guesswork
Most owners walk away saying the same thing:
“I finally see what’s actually going on inside my business.”
Many have told us it was the most valuable investment they’ve made in their operations.
If you’re unsure whether the Business Operations Audit is the right starting point, you can schedule a short call to confirm fit.
This call is not a strategy session.
It’s simply to determine whether the audit makes sense for your business.