What I do
Everything starts with clarity. Before we build, automate, or create — we make sure we're building the right thing.
Before you post more content or run another campaign, you need to know where you actually stand — not just on Google, but inside the AI tools your clients are already using to find their next consultant. I audit your full visibility footprint and show you exactly what's working, what's invisible, and what to fix first.
Before fixing anything, you need to know what's actually slowing you down. I'll map out your current marketing and business workflow, identify the bottlenecks and time sinks, and give you a clear picture of what to keep, what to cut, and what to hand off to a system.
Most of the repetitive work you're doing every week — follow-ups, scheduling, lead capture, content distribution — can run on its own. I'll build the automations so you can step back from the day-to-day and focus on the work only you can do.
Staying visible on social media is non-negotiable, but it shouldn't eat your whole week. I'll set up an AI-assisted content system that keeps you consistently showing up — without you having to write from scratch every time.
Not sure where to start? The audit always comes first.
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.
Delivered 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. You're doing work that should either be automated, delegated, or eliminated.
But you can't fix what you can't see. That's what the Workflow Audit is for. Before recommending a single tool or building a single automation, I map everything — and show you where the real leaks are.
"You can't optimize a workflow you haven't mapped. And you can't map it when you're too deep inside it to see clearly. That's what an outside set of eyes 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.
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.
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 single time.
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.
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.
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.
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.
Intake questionnaire
You fill out a focused questionnaire walking me through your current workflows. Takes about 20 minutes. No fluff — just the information I need.
Audit & mapping
I map your full workflow, identify bottlenecks, flag redundancies, and build a prioritized picture of where your time is going.
Written report
You receive a clear, structured report: what to keep, what to cut, what to automate, and what to hand off — in priority order.
Debrief cal (45 mins)
We walk through findings together. You ask questions, I give context. You leave with a clear action plan and a decision on next steps.
You feel busy all day but can't point to what you actually accomplished
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 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
DELIVERABLE 01
A visual overview of your current business workflow — every stage, every handoff, every manual step.
DELIVERABLE 02
A clear breakdown of where time is being lost, where tasks are duplicated, and where the biggest leverage points are
DELIVERABLE 03
A ranked list of what to fix first, second, and third — based on impact and effort. Not a 40-page report. A clear next step.
DELIVERABLE 03
Specific recommendations for tools and automations that fit your workflow — not generic advice, but 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.