Last 2 Audits available for

A tailored, step-by-step review of how your business runs

Systems Audit

For business owners who are ready to grow without the chaos. We look at your tools, your workflows and your team, and show you what to fix first.

Your business, your processes, your plan. No cookie-cutter checklists.

Ready to see what’s really slowing you down?

 

Shona
We were in the process of growing our small business and realised many of our processes were quite lengthy and required a lot of manual work. Mary’s audit gave us a clear focus on where we could improve client care and create a more streamlined system. Her recommendations have made our onboarding process simpler, more efficient, and much more thorough.
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Why a Systems Audit?

Growing a business on top of patchy systems is hard work. The audit gives you a clear picture of where your business stands and a plan for what to fix, in the right order. You stop guessing where your time goes.

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Spot the hidden time-wasters

Every business has a few. We find the bottlenecks that cost you hours every week.

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Grow without burning out

New clients, new services, new team members. We check your systems can take the extra load.

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A happier team

We look at who does what and how clear your SOPs are, so your team can work smarter, not harder. Happy team, happy business.

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Automate the repetitive stuff

We show you which tasks can run on their own and roughly how many hours that saves.

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A foundation that grows with you

Recommendations that work for you today and when your team doubles.

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Made for your business

No standard checklist. Every recommendation is based on how your business really works.

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Confidence to lead

With a clear plan, you make decisions faster and stop second-guessing.

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Peace of mind

No more late-night worry about missing processes or forgotten details.

You’ll know where the gaps are, what to fix first and why. The building part comes next, and you can do it yourself or with us.

What we look at

Systems

Your tools and software, how well they work together, what could be automated, whether they can handle growth and how confident your team is using them.

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Productivity

How tasks are tracked and prioritised, where work gets stuck and whether the workload is shared fairly across the team.

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Standard Operating Procedures (SOPs)

Which processes are written down, how easy they are to find and follow, and how well you onboard and offboard team members.

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General Business Operations

How you look after clients from first contact to offboarding, whether your operations support your growth plans, and whether you’re using the right tools day to day.

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Systems Audit

Your path to growth starts here

We don’t just send a report and wave goodbye. Our recommendations help you:

  • streamline your systems and cut the busywork
  • give your team what they need to lead
  • see your growth opportunities clearly
  • build a foundation that’s ready to grow.


Whether you want to grow, tidy up or train your team, this is your starting point.

How the Systems Audit works

Form Productivity

Book + intake

Book your audit and you'll get a simple intake spreadsheet. It maps your tools, client journey, daily operations and pain points.

This is the real picture of how your business runs today.

1.
Form Productivity
Streamline Success

Discovery session

We talk through your business as a whole: what's working and what isn't.

No judgement, no "you should have known this by now". Just clarity.

2.
Streamline Success

Deep dive review

We take your intake and discovery notes and dig into your customer journey, operations, tech, delivery and pain points.

3.

Review session

We walk you through what we found and give you clear, prioritised recommendations.

Bring all your questions.

4.

Your audit report

A personalised report with what to fix, streamline or automate, how to improve delivery and client experience, what to prioritise first and what to outsource.

Your custom Systems Blueprint, ready for to implement the next day.

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7 days of email support (included)

Ask questions about your findings and recommendations for 7 days after you get your report. Questions only, no build work.

Not sure yet? We get it. These are the questions we hear most.

That’s exactly why it helps. You fill in one spreadsheet and join two sessions. We do the digging in the background, and you end up with more time, not less.

It’s an investment. Fixing the gaps and automating repetitive tasks saves time and money every month after. If it helps, you can split the payment into two. Just send us a message.

That’s why the audit exists. We show you what’s causing the stress and give you a clear plan to fix it at your own pace. And you don’t have to do the fixing yourself.

That’s okay. We go through every recommendation together and adapt it to your goals and the way you like to work. You’re always in control.

The results come from the changes you make after it. Our clients have saved 10 to 45+ hours a week once their systems were fixed. You can read their stories on our Results page.

Great, that gives us a head start. Even good systems have room to improve. We check that they’re working as well as they could and are ready for your next stage.

Ready to see what's slowing you down?

The Systems Audit is a full review of your tools, workflows and team, with two sessions of up to 90 minutes, a personalised report and 7 days of email support. From US$740.

Not sure it's the right fit?

Book a free discovery call and we’ll talk about what your business needs.

Frequently Asked Questions

About 14 days, starting once we have your payment, access and documents. You get two sessions of up to 90 minutes, your report and 7 days of email support.

Service-based businesses, coaches, consultants, online business owners and NDIS providers, from solo owners to growing teams.

Even better. We’ll recommend the tools and foundations you need to run smoothly from the start.

Yes. You can build it yourself with our guidance, or have us build it for you. Both options are in Streamline Success.

No. We do the review in the background while you keep working with your clients.

Yes. Team training is available after the audit and is quoted separately.

7 days of email support after you get your report, for questions about your findings. It doesn’t include build work.

Payments are non-refundable.

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