Streamline

Prepare the business for real growth. A focused 2-week operational audit that finds what is breaking, quantifies what the chaos is costing, and delivers a 30-day roadmap prioritized by impact and supported by data, not guesswork.

  • Format: 2 week engagement
  • Output: audit report and 30-day roadmap
  • Price: $1,500

How it works

  1. Onboarding Days 1 to 3. Gain access to systems, review existing documentation, and gather stakeholder questionnaires.
  2. Investigation Days 4 to 10. Deep dive into tools, workflows, documentation, communication flows, financial operations, and team systems.
  3. Synthesis Days 11 to 13. Identify the 2 to 3 core issues causing everything else, run the cost and risk analysis, and build the prioritized roadmap.
  4. Delivery Day 14. Report and roadmap delivered, findings call scheduled, and implementation support options discussed.

What's included

  • Tools and tech stack review: every login, integration, and abandoned workspace, plus consolidation and automation opportunities.
  • Workflow mapping for how work actually moves (versus how you think it moves), from first inquiry to paid invoice.
  • Documentation audit: SOPs that exist, SOPs that need to exist, and what is dangerously outdated.
  • Communication flow review: where information lives, where it dies, and where it gets lost.
  • Financial operations review: invoice to cash, expense tracking, revenue leakage points, and hidden costs.
  • Time analysis: where owner and team hours actually go, what is stealing them, and what to delegate or eliminate.
  • Risk assessment: what will break next if nothing changes.

Deliverables and scope

Deliverables

  • Audit report (15 to 20 pages) with an executive summary, system-by-system breakdown, and critical issues requiring immediate attention.
  • 30-day roadmap sequenced week by week: quick wins, foundation fixes, system builds, then optimization for sustainability.
  • Priority matrix (what to fix first, second, and never) and a permission-to-abandon list of things to stop maintaining.
  • Quick wins list the team can implement the same day.
  • 60-minute findings review call to answer questions and adjust priorities to your reality.

Not included

  • Hands-on implementation of the roadmap. That work is available as a 30-day Sprint or an ongoing engagement.
  • Full SOP library buildout.
  • Software builds, tool migrations, or automation setup as execution work.

Most clients uncover $2K to $5K per month in inefficiencies and reclaim 10 to 15 hours per week, so the audit typically pays for itself within a few weeks.

Price: $1,500