Process Audit Call · $297 · 60 minutes

See where your systems stand.

60 minutes, one department. You pick the one bleeding the most time or revenue (sales, marketing, operations, or customer service). We walk through every process in that department. You leave with a map of what's documented, what's tribal knowledge, and where AI fits.

Single department deep-dive — We go deep on the one department you pick. Every workflow, every handoff, every bottleneck. No skimming. No surface-level across four areas.

Documentation status map — You'll see which processes in that department are documented, which are partially documented, and which live entirely in someone's head.

AI readiness assessment — I'll flag which steps are ready for AI and which need documentation first. No tool recommendations without a process underneath.

Priority list — You leave with a ranked list of which processes to document first, based on frequency and impact.

Book your audit call

Fill out the form below. I'll review your answers and follow up within 48 hours to schedule the call.

Your name*

Phone number*

Email address*

What does your business do?*

One sentence. What you sell, who you sell it to.

How many people are on your team?*

Just me2-5 people6-15 people16-50 people50+

Which department do you want to audit?*

Pick the one bleeding the most time or revenue. We go deep on this one in the 60 minutes.

Sales (pipeline, follow-ups, proposals)Marketing (content, campaigns, SOPs)Operations (task management, handoffs, reporting)Customer service (tickets, templates, escalation)Not sure yet. Help me decide on the call.

What's your biggest systems challenge right now?*

Too much knowledge lives in one person's headThe same task gets done differently every timeWe can't scale because everything depends on meWe've tried AI tools but they didn't stickNew hires take too long to ramp upOther

Anything else I should know before the call?

Optional. The more context, the better I can prepare.

I'll follow up within 48 hours to schedule. Payment is collected before the call.