🛠 2 — Deep-Dive Audit And Strategy

Uncover Gaps. Prioritize Wins. Design Smarter Systems.

If you decide to move forward after the Discovery Call, we begin a hands-on Audit & Strategy phase.

This is where we evaluate your systems, benchmark against best practices, and design a smarter path forward — using AI and automation to help you work more efficiently and scale with confidence.

🔍 What Happens in This Phase

We roll up our sleeves and dig deep into your business operations to understand:

  • What tools you're using (or not using).

  • How your workflows are actually functioning across marketing, sales, service, operations, and internal admin.

  • Where you’re losing time, money, or momentum.


Then we benchmark your current systems against:


  • Industry best practices.

  • What high-performing teams are automating.

  • What modern AI tools are capable of doing today.


This is more than a surface-level audit — it’s a strategic diagnosis with real ROI in mind.

💡 Example Insights We Deliver

  • Where leads are slipping through the cracks (and how AI can plug the gaps).

  • How to eliminate double-entry and manual task handoffs.

  • Where you can use automations to improve speed-to-lead, client onboarding, or internal task routing.

  • How to replace static reports with real-time, AI-powered dashboards.

  • Opportunities to reduce SaaS sprawl and streamline tool stacks.


We don’t just spot problems — we prioritize high-impact improvements and map them to the right tools and tactics.

🧠 Common Misconceptions

“Audit means ripping everything apart.”


Nope. We meet you where you are — whether you’re flying blind or already using tools like ClickUp, Notion, Airtable, GHL, or Zapier.

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“You’ll just recommend your own custom solution.”


Only if that’s what fits best. We also recommend existing tools when they’re the better move — and we’ll tell you why.

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“We already have automations set up.”


That’s great — we’ll review them and make sure they’re actually working as intended (and not costing you time or leads without you realizing it).

🔧 What You Should Prepare

You’ll get a few simple intake forms after you've accepted the proposal, but here’s what helps us move fast:

  • List of current tools (CRMs, schedulers, communication platforms, etc.)

  • Any SOPs, templates, or screenshots of key workflows.

  • An honest take on what feels clunky or time-consuming right now.


We’ll take it from there — mapping out what’s working, what’s not, and what’s possible.

🧭 What You Walk Away With

At the end of this phase, you’ll receive:

✅ A visual workflow map highlighting bottlenecks, gaps, and inefficiencies.

✅ A prioritized list of high-impact opportunities, based on your goals.

✅ A strategic automation + AI roadmap outlining where to focus and why.

This isn't a final implementation plan — it's a clear, actionable direction designed to help you move forward with confidence.

If you’re ready to move forward, we’ll transition into Solution Design and Proposal — where we translate this strategy into a detailed build plan tailored to your systems, goals, and budget.

❓ FAQs

Q: How long does the audit take?

A: Typically 1 to 2 weeks depending on complexity.

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Q: Do I need to give you access to my systems?

A: Only if you’re comfortable. Most audits can be done via screen shares and workflow documentation.

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Q: What industries do you benchmark against?

A: We benchmark against top performers in your specific industry — whether that’s local services, consulting, healthcare, real estate, coaching, or something else entirely. We also pull from best practices across tech and digital-first businesses to bring you modern, proven strategies — always tailored to your unique context and goals.

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Q: Is the audit a separate fee?

A: If you choose to move forward with having us help with implementation of an existing point solution, or building out a fully tailored solution, a portion of the audit fee will transfer to next phase. Otherwise, it’s a standalone deliverable you can keep and use.

Our Promise —

We will always recommend what’s truly best for your business.

Committed to providing practical, clear, and honest help to move your business forward.

Explore Phase 3 — Solution Proposal

THANK YOU!

Thank You For Choosing Us. Your Trust In Our Services Means The World To Us.

FAQ

1. How can automation actually help my business day-to-day?

Automation takes over repetitive tasks—like replying to inquiries, booking appointments, sending reminders, or following up with leads—so you don’t have to. This means fewer missed opportunities and more time for you and your team to focus on delivering your service.

2. Will it help me get more customers?

Yes. By responding instantly to leads (even after hours), automating follow-ups, and staying top-of-mind with smart sequences, you’ll convert more inquiries into paying customers—without spending more on marketing.

3. Is this just for sales or can it help with operations too?

It’s for both. We automate internal workflows like task assignments, client onboarding, meeting notes and summaries, reminders for your team, and reporting—helping your whole business run smoother, not just your sales process.

4. I’m already busy—how much work is it to get started?

Very little. We set up the automation for you, tailored to your business and workflows. You give us a bit of insight, and we handle the tech.

5. What kind of results can I expect?

  • More leads captured and converted into paying customers.

  • 30–50% time savings on admin and follow-up.

  • Faster response times (even after-hours).

  • Fewer no-shows.

  • Better customer satisfaction and more repeat business.

6. Can automation reduce my overhead costs?

Absolutely. Smart systems take repetitive, low-value tasks off your team’s plate — so your people can focus on the work that really matters. It’s about giving humans better tools, not replacing them. One well-built automation can support your team like an extra set of hands, helping things run smoother, faster, and with less stress.

7. Will my customers know they’re talking to automation?

Not unless you want them to. Our AI workflows are designed to feel natural and human-like. You can personalize messaging and step in at any point.

8. I’m not tech-savvy—can I still use this?

Yes. Our systems are easy to use and built for everyday business owners, not tech experts. We also provide training and support so you're never on your own.

9. What tools or platforms do you use?

Our systems integrate various AI tools and software to produce custom workflows that are unified in a single, centralized location so you’re not juggling a dozen apps.

10. What does it cost?

Every business is unique. And your solution should be too. For custom solutions, our pricing includes a one time development fee as well as a recurring monthly management fee.

Plans start affordably—often less than what you'd pay a full-time or part-time admin. And because it helps generate revenue while saving time, most businesses see a strong return within the first 30 days.