Business Systems Deep Dive

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The Business Systems Deep Dive is a full-scope operational audit that uncovers inefficiencies, overlaps, and missed opportunities across your workflows, tools, and delivery systems. We identify what’s slowing you dow and deliver a clear, prioritized action plan to help you move forward with clarity and confidence.

Whether you’re scaling, restructuring, or trying to make sense of what’s working and what’s not, this is your starting point for smarter, streamlined operations.

This service is ideal for teams who:

• Are growing quickly but operating reactively
• Need better handoffs, internal clarity, or smoother delivery
• Are spending too much time fixing issues instead of preventing them
• Want to clean up their backend before adding more hires, clients, or platforms

• End-to-end operational audit
  We take a comprehensive look at your tools, workflows, and delivery systems.
• Breakdown of what’s slowing you down
  Identify overlaps, communication gaps, and process breakdowns that cost time and team energy.
• Prioritized action plan
  Strategic recommendations grouped by urgency, effort, and impact -- tailored to your goals.
• Platform & vendor recommendations
  Suggestions with rationale to align your tech stack with your operational needs (no implementation included).
• 1:1 strategic walkthrough
  We meet to walk you through your results and map out your next steps.

1. Complete the intake
   Fill out a brief questionnaire to share context, pain points, and goals.
2. Book your discovery call
   This call is used to assess fit, clarify priorities, and ensure the audit is aligned.
3. We conduct the audit
   Our team handles the behind-the-scenes assessment of your workflows, systems, and tools.
4. You receive your strategy
   A clear, prioritized plan of action with supporting rationale and system suggestions.
5. We meet for a follow-up session
   We walk through your results, answer questions, and outline your best next steps.

• One-time flat fee: $1,500
• Discovery call required before engagement
• Discovery call fee is $150 and non-refundable
• If you move forward with the Deep Dive, the discovery call fee is credited toward the full amount

Note: The discovery call includes prep time and intake review. Work begins after the service agreement is signed and full payment is received.