1 week
Workflow Audit
I review your current tools, processes, and pain points. You get a written report with specific recommendations and a priority action list. No commitment to a bigger engagement—just clarity.
Best for: Advisors who want expert eyes before committing to larger changes.
$500
If I don't identify at least $3,000 in recoverable value (time saved, money recovered, or problems prevented), you pay nothing.
What's included
FAQs
Frequently asked questions
What do you actually review?
Your project management setup, client communication workflows, booking/tracking processes, commission tracking, team infrastructure, and any automations you have in place.
What if you find nothing wrong?
Then you'll have peace of mind and validation. But honestly, I've never audited a system and found nothing to improve.
Can this lead to a larger engagement?
Yes—your audit investment applies toward any build engagement within 30 days.
Not Sure Where to Start?
A Workflow Audit ($500) or VIP Strategy Day ($2,500) can help you identify the best place to begin.
Ready to get started?
20 minutes. We'll identify your biggest gap and I'll tell you honestly whether this is the right fit.