Operations Audit + Action Plan

The backend of your business is critical to successfully operate, meet income goals and scale.  If your operations are a mess chances are you are not working in the most efficient ways which has a direct impact on revenue and growth. 

With this service we do a deep dive into your operations and assess what changes need to be made to help you streamline and scale.  Given our assessment we provide a detailed action plan with a schedule of tasks for implementation. 

To help even further, we have an add on option to implement the action plan on your behalf - saving you time and ensuring your business is organized and operating more efficiently.  

Operations Audit + Action Plan Includes:

• ​90 Minute Operations Review Call with CEO
• 1:1 Call with up to 4 Team Members
• Hands on Assessment and Audit of Current Processes, Systems and Team Management & Operations
• Detailed Findings with Recommendations, Actionable Implementation Plan, to include:
  • ​Identified opportunities for automation and process improvements
  • Researched systems recommended to streamline your business
  • SOPs that need to be updated or created
  • Team organization structure changes
• 60 Minute Meeting to Walkthrough Action Plan and Q&A​
• Secure Account/Password Sharing
• Client Portal to Track Activities, Payments and Communications

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I'm Interested - Let's Chat!

+Add On Option:  Implementation of Action Plan

• Execution of Recommended Action Plan,  sample deliverables include:
  • Modifying existing systems to streamline business process
  • Setting up new tools including transition from other systems 
  • Establishing and/or updating existing processes
  • Creating new SOPs for any new systems and processes created through this service
  • Cleaning up and organizing file shares, calendars and email for ease of management
• 2 hours of Q&A Support After Implementation Completion
• Secure Account/Password Sharing
• Client Portal to Track Activities, Payments and Communications​

Don't see a package that exactly works for you?  We are able to customize to fit your needs, let's talk!