Business Organization Audit

Your business to-do list needs a plan.

When customer follow-ups, scattered files, and everyday tasks keep piling up, it can be hard to know what to fix first.

The Business Organization Audit gives you a fresh look at how your business handles everyday work—and a practical plan for making it more manageable.

Who This Is For

Small business owners who:

• Keep important information in too many places.
• Struggle to track inquiries, follow-ups, or unfinished tasks.
• Repeat the same work without a clear process.
• Want help deciding what to organize, simplify, or delegate first.

What’s Included

A 30-minute discovery call
We’ll discuss how your business operates, what’s taking too much time, and where you feel stuck.

A focused workflow review
I’ll review up to three everyday processes within one business, such as customer inquiries, estimate follow-ups, task tracking, file organization, or recurring administrative work. You can provide up to five supporting documents or screenshots.

Your written audit report
You’ll receive:

• Findings about the processes reviewed.
• Practical recommendations for improvement.
• Your top three priorities.
• A 30-day action plan with clear next steps.

A 20-minute follow-up call
We’ll walk through your recommendations and answer questions about the plan.

How It Works

1. Purchase your Business Organization Audit.
2. Receive your next-step email with the audit intake form and instructions for scheduling your 30-minute discovery call.
3. Complete the form and provide the requested documents or screenshots.
4. Attend your discovery call so we can discuss your business and biggest bottlenecks.
5. Receive your written report within five business days after your call and receipt of all required materials.
6. Schedule your included 20-minute follow-up call to review the recommendations.

Ready for a clearer plan? Purchase your audit to get started.

Your report will be delivered within five business days after your discovery call and receipt of all required materials.

Investment

$149 for one Business Organization Audit.

This includes the review, written report, and two calls described above.

Want Help Putting the Plan Into Action?

Hands-on support is available through a separate agreement. System setup, content creation, website changes, and ongoing administrative work are not included in the audit.

This service reviews business organization and everyday workflows. Financial, tax, legal, and compliance reviews are outside its scope.

Ready to get a clearer plan? Start with the inquiry form on my Work With Me page.