Operations Audit

The Operations Audit is for online, service based businesses who want to grow their business and know they need to get organized and build the right team to achieve their goals.

Everyone has the same number of hours in a day and how well you use those hours will determine how well your business grows.

Right now there are likely things you’re doing in your business that don’t necessarily need to be done by YOU, and if you were to outsource those things you could focus on higher impact activities and/or spend more time enjoying yourself outside of your business.

Or, perhaps you’re already outsourcing activities in your business but finding that the pressure of managing each team member as well as doing your own work is really not making things feel easier.

The Operational Audit where we will go through your business with a fine-toothed comb and identify the key areas you could be outsourcing, activities that could be easily systematized and/or automated, and give you a roadmap for reaching your business goals with as much ease as possible.

Here is what we do- The Operational Audit is a full-fledged review of 5 key areas of your business:

Money sources and money leaks - How you’re acquiring clients and what the enrollment and onboarding process looks like, and where you might be leaving money on the table. We will also look at where your cash flow is going and make sure it is being allocated to maximize profit and support the growth of your business.
Customer Satisfaction - Here we are looking at how your customers are being taken care of and the systems and team members you have in place for answering questions, following up, and delivering on your promises.
Marketing - We will review the on-going marketing strategies you’re using, as well as your time-dependent strategies (like launches or events) including your funnels and the technology you’re using.
Sales - What your current client-enrollment and follow up process looks like and where your ability to scale may be limited, or leads are falling through the cracks.
Planning and Goal Setting - Here we are looking at how you’re tracking your progress toward goals, managing projects, and the metrics that are important to you (don’t panic if you don’t have any of this in place - this is totally common, and a great reason to hire US to help you get organized!).

We’ll then set clear and measurable goals in these areas:

Financial

What you want your revenue and profit to look like, and how many clients do you need to enroll in each package to reach your goals.

Marketing

What hot issues do you want resolved and which marketing strategies will you use to reach your sales goals.

Time

How many hours you want to be working and what you want to be doing with your time.

Team and Systems

What roles you feel are missing and what are the hottest problems you want to solve.

Delivering your Product/Services

Where you feel the delivery could be better and/or what needs to change in order for you to scale.

All with the lens of – how can we make running and scaling your business EASIER? And what would it look like to have a team in-place that could execute on all of these activities with the same high standards that you would have if you were doing it yourself?

From there – we prepare a detailed roadmap document of what your ideal business operation model would look like, and our recommendations for how to implement it as quickly and easily as possible.

This in-depth review is $2,000 and is included in both of our retainer packages should you decide to have us execute your plan over the course of a year, including hiring, training, and managing your team members, as well as setting and tracking your key goals and metrics so all YOU have to do is focus on the parts of your business you love, and watch your business grow!