Through in-depth interviews and a full operational review, we uncover what’s costing you time and money and create a clear plan to fix it.
You’ll see where money is quietly being lost across your business, including duplicated tools, manual work, inefficient handoffs, and processes that rely too heavily on people instead of systems.
You’ll clearly understand what’s actually worth automating — and what isn’t — so you’re not investing time or money into ideas that sound exciting but don’t deliver real impact.
You’ll uncover where time is being wasted on repetitive, manual, or error-prone tasks, and where automation can reduce workload without disrupting what’s already working.
You’ll reduce reliance on specific people, including yourself, by identifying where knowledge, approvals, and follow-ups are trapped in individuals instead of supported by clear processes.
You’ll be able to make confident decisions backed by real data, with every recommendation assessed for time saved, cost reduction, revenue impact, and implementation effort.
You’ll walk away with a clear, phased plan that shows exactly what to tackle first, what to prioritize later, and what can safely be ignored — whether you implement it internally, externally, or with ongoing support.
How It Works
A Clear, Collaborative Process — Built Around Your Business
Step One
Initial Conversation & Scope Setting
Once you reach out, we’ll start with a short call and a few clarifying questions about your business — what’s happening today, where things feel heavy, and how your team is structured.
This isn’t the full audit yet. It’s designed to understand the size and complexity of your business so I can determine the right scope, timeline, and level of involvement needed to do this properly.
After this, you’ll receive a clear outline of how the audit will work, who will be involved, and the investment required.
Step Two
Deep Discovery & Team Interviews
Once we move forward, I conduct a series of structured conversations with you and key people in your business — leadership, managers, and team members closest to the day-to-day work.
These conversations are where the real insight comes from. We look at how work actually gets done, where time and money are being lost, and where systems, tools, or processes are creating friction.
After all interviews are complete, I step back and analyse everything holistically — mapping workflows, identifying patterns, and uncovering opportunities to simplify, automate, and reduce unnecessary dependency on people.
Step Three
Clarity, Roadmap & Next Steps
You’ll receive a complete audit and a clear, phased plan outlining what to address first, what can wait, and what isn’t worth touching at all.
We’ll walk through everything together in a dedicated presentation call, so you fully understand the findings, recommendations, and reasoning behind them.
From there, you’re free to take the plan and implement it internally, bring me in for advisory support, or have my team handle implementation for you. The audit stands on its own — implementation is entirely your choice.
Client love
Hear what my clients are saying about their transformative experiences. Discover how personalized guidance has helped them overcome challenges, achieve their goals, and unlock their full potential.
This audit is designed for established businesses that feel busy, complex, or overly dependent on people — and want a clearer, simpler way to operate.
Businesses that rely on inquiries, follow-ups, scheduling, and delivery — and feel like too much is handled manually or inconsistently behind the scenes.
Those managing leads, onboarding, programs, and client communication across multiple tools — and ready to simplify without losing the personal touch.
Studios, practitioners, and clinics that want to reduce no-shows, streamline bookings, improve follow-ups, and step away from constant phone management.
Contractors, trades, and local providers who depend on calls, estimates, scheduling, and reviews — and want systems that keep things moving without everything running through the owner.
Businesses with a few key people where knowledge, approvals, or processes live in someone’s head — creating bottlenecks and risk.
Owners who aren’t necessarily looking to grow faster — but want to be less hands-on, reduce friction, and make smarter decisions about where to invest time and money.
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Contact
I’m based in Utah, but work with clients around the globe. Would love to hear from you!
Call/Text: 801-637-0495
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