Audit Plus

A diagnostic of your organization’s Operational health

paired with advisory support.

Phase 1

The Operations Audit

An Operations Audit will help to identify the specific areas within your organization that have the potential to become more streamlined and efficient.


Phase 2

Advisory Hours

Schedule and engage in 4 60-minute advisory sessions through which you will receive the support you need to implement the strategic solutions outlined in your customized Optimization Report.


1


Engage in a Deep Dive call to gain an understanding of your goals, mission, and vision.

2


We work with you and your team to identify the existing efficiency leaks in your organization.

Perform an efficiency scan of your current programs and tools, such as email, drive, task management program, calendar, communication tools, etc.

The Process

3


Develop an Optimization Report based on our findings, that pairs challenges with solutions which, when implemented, will effect real change.

4


Share and review the Optimization Report with you, and engage in 4 hours of advisory support throughout your implementation.

5


Our Audit Plus Service in a Nut Shell


  • Deep Dive call

  • Meet with team members

  • Perform in-depth Operations Audit

  • Development of customized Optimization Report

  • Optimization Report Review Session

  • 4, 1-hr Advisory Sessions for Implementation Guidance


Revenue-based pricing, starting at 3K

An example of what an Optimization Report may look like:

Romeo & Gracie, Inc by Sonia Narvaez

Operation-QOL-Upgrade-Your-Business-Systems.png

Ready to Upgrade Your Systems

and Your Life?