Business Systems Deep Dive

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The Business Systems Deep Dive is a full-scope operational audit designed to uncover inefficiencies, gaps, and redundancies across your tools, workflows, and delivery processes. We deliver a clear action plan to help you realign your operations and scale with confidence.

• In-depth audit of your workflows, tools, and delivery systems
• Clear identification of what’s slowing you down: overlaps, gaps, and process breakdowns
• A prioritized action plan with strategic recommendations tailored to your goals
• Platform and vendor suggestions with aligned rationale (without implementation)
• One live review session to walk through your results and map out next steps

This service is best suited for teams who are growing quickly but operating reactively. If you’ve outgrown your current setup, are struggling with handoffs or scaling service delivery, or need clarity on what to fix first—this is for you.

1. Complete a brief questionnaire about your current systems and goals
2. Book your paid discovery call with our team
3. We conduct the audit behind the scenes
4. You receive a strategic action plan
5. We meet for a follow-up to walk through implementation priorities

We’ll walk through your intake responses, ask targeted questions to uncover deeper context, and identify where support would make the biggest impact. If we’re aligned, we’ll recommend the best-fit service for your needs—or tailor one to your goals.

This initial strategy call is a paid service  and is 

This initial strategy call is a paid service $150 and is non-refundable.

It ensures we’re aligned before diving deeper—and sets the tone for a focused, productive partnership.

We begin working on your project only after the discovery call has been completed, a service agreement has been signed, and full payment for the selected service has been received. This protects both your investment and our time—ensuring we’re fully aligned before diving in.

What does it cost?

The Deep Dive is a flat fee of $1,500. Your paid discovery call is credited toward this total if you choose to move forward with the full audit.

Please note: The discovery call fee is non-refundable, as it covers the time and strategic insight dedicated to reviewing your intake and preparing for the session.

No—our role is to provide clarity, direction, and structure. We equip your internal team (or trusted vendors) with exactly what to do and how to execute it. If you’d like ongoing support, our retainer services are available.