Service 02 — Workflow Audit
You're not too busy.
You're running on a
Broken System...
Before we build anything — automations, content engines, funnels — we need to see what's actually happening inside your business. The Workflow Audit maps where your time is going and shows you exactly what to fix first.
Claim Your Workflow AuditDelivered within 5 business days. Includes a debrief call.
Most business owners think they have a capacity problem. Usually, it's a systems problem wearing a capacity costume.
You end each week exhausted — and somehow behind. You follow up manually. You repeat the same explanations to new clients. You rebuild things from scratch because there's no documented process.
But you can't fix what you can't see. That's what the Workflow Audit is for.
This isn't a generic business review. It's a targeted, systems-focused audit that tells you exactly what to keep, what to cut, and what to hand off to a process — in priority order.
What We Map
01 · LEAD & INQUIRY FLOW
How Leads Come In
From first contact to booked call — every touchpoint, every manual step, every place a lead can fall through the cracks.
02 · CLIENT ONBOARDING
What Happens When They Say Yes
Contracts, welcome sequences, kickoff calls, access provisioning — and how much of it you're doing manually every time.
03 · RECURRING WEEKLY TASKS
Where Your Hours Actually Go
The follow-ups, check-ins, content scheduling, reporting, and admin tasks that quietly consume your highest-value hours.
04 · CONTENT VISIBILITY WORKFLOW
How You Stay Visible
The current process behind your content creation, publishing, and distribution — and how much of it depends entirely on you showing up.
05 · HANDOFF & DELIVERY
How Work Gets Done
How you manage client delivery, feedback loops, and project progress — and where the biggest time sinks and communication gaps live.
06 · TOOLS & STACK REVIEW
What You're Actually Using
An inventory of every tool, app, and platform in your workflow — and whether they're helping you or quietly adding friction.
How It Works
Intake Questionnaire
A focused questionnaire walking me through your current workflows. About 20 minutes.
Audit & Mapping
I map your full workflow, identify bottlenecks, flag redundancies, and build a prioritized picture.
Written Report
A clear, structured report: what to keep, what to cut, what to automate, and what to hand off.
Debrief Call (45 min)
We walk through findings together. You leave with a clear action plan and next steps.
This Is for You If…
You feel busy all day but can't point to what you actually accomplished
You want to bring on team members but nothing is documented yet
You're thinking about automation but don't know where to start
You want to grow without working more hours
What You Receive
DELIVERABLE 01
Workflow Map
A visual overview of your current business workflow — every stage, every handoff, every manual step.
DELIVERABLE 02
Bottleneck Report
A clear breakdown of where time is being lost, where tasks are duplicated, and where the biggest leverage points are.
DELIVERABLE 03
Priority Action Plan
A ranked list of what to fix first, second, and third — based on impact and effort.
DELIVERABLE 04
Tools Recommendation
Specific recommendations for tools and automations tailored to what you're actually running.
Stop running harder on a broken track.
The Workflow Audit is where every system transformation starts — with a clear picture of what's actually happening in your business.
Book Your Audit
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Sri Marketer | [email protected] | All consultations are conducted remotely via Zoom. Scheduling is in GMT+8