Streamline

The business is moving, customers are coming, but things are sticky and you need to prepare for real growth

Show me everything

Two weeks of operational investigation. I collect a lot of information and find what's breaking in the business.  I deliver a 30-day roadmap prioritized by impact and supported by data not guesswork. 

Week One: The Investigation

→ Tools & Tech Stack: Every login, every integration, every abandoned workspace
→ Workflows & Processes: How work actually moves (vs. how you think it moves)
→ Documentation: What exists, what's missing, what's dangerously outdated
→ Communication Flows: Where information lives, dies, and gets lost
→ Financial Operations: Invoice to cash, expense tracking, operational costs
→ Team Systems: SOPs, training, handoffs (or lack thereof)

Week Two: The Analysis

→ Pattern Recognition: The 2-3 core issues causing everything else
→ Cost Analysis: Exactly how much chaos is costing you
→ Risk Assessment: What will break next if unchanged
→ Opportunity Mapping: Quick wins vs. strategic investments
→ Priority Matrix: What to fix first, second, never

Your Deliverables:
The Audit Report (15-20 pages):

→ Executive summary (for when you're too tired to read)
→ System-by-system breakdown
→ Critical issues requiring immediate attention
→ Nice-to-have improvements
→ Things to completely abandon
- 2-week comprehensive operational analysis
- 15-20 page audit report
- 60-minute findings review call
- 30-day transformation roadmap
- Quick wins list (implement same day)
- Permission to abandon list (stop maintaining)
- Priority matrix (what matters most)

The ROI:
Most clients find $2-5K/month in inefficiencies. The audit pays for itself in 2-3 weeks. But the real ROI? Getting your Sundays back. Sleeping without operational anxiety. Running a business that doesn't require you to remember everything.

→ How much time you're wasting (usually 10-15 hours/week)
→ How much money you're leaving on the table
→ How close you are to real operational freedom
→ Exactly what to do about it

The Follow-Up Call (60 minutes):
→ Review findings together
→ Answer all questions
→ Adjust priorities based on your reality
→ Discuss implementation support options

The 30-Day Roadmap:
→ Week 1: Quick wins (implement in under 2 hours)
→ Week 2: Foundation fixes (stop the bleeding)
→ Week 3: System builds (create what's missing)
→ Week 4: Optimization (make it sustainable)

✓ Every tool you're paying for (and forgot about)
✓ Integration health and data flow
✓ Automation opportunities
✓ Tool consolidation possibilities
✓ The graveyard of abandoned systems

✓ Client journey from inquiry to invoice
✓ Content production pipeline
✓ Project management reality
✓ Team collaboration patterns
✓ Communication bottlenecks

✓ SOPs that exist vs. need to exist
✓ Template libraries
✓ Knowledge management
✓ Training materials
✓ Process recordings

YOUR TIME:
✓ Where it actually goes
✓ What's stealing it
✓ How to reclaim it
✓ What to delegate
✓ What to eliminate

✓ Operational cost analysis
✓ Revenue leakage points
✓ Efficiency opportunities
✓ Resource utilization
✓ Hidden expenses

Day 1-3: Onboarding
- Access to all systems
- Initial documentation review
- Stakeholder questionnaires

Day 4-10: Investigation
- Deep dive into operations
- Pattern identification
- Cost analysis

Day 11-13: Synthesis
- Report creation
- Roadmap development
- Recommendations prioritization

Day 14: Delivery
- Report and roadmap delivered
- Review call scheduled
- Implementation support discussed

ROI:
Your $1,500 Investment Returns:
+  10-15 hours reclaimed weekly (starting immediately)
+  Operational inefficiencies exposed and prioritized
+  30-day roadmap you can actually implement
+  Permission to abandon what doesn't matter
Most clients find $2-5K/month in improvements. The audit pays for itself in 2-3 weeks.

Price: $1,500