Sound familiar?

You hear about AI and automation everywhere. Everyone says you should be using it.

But honestly? You don't even know where to start.

You're busy running your business. You don't have time to research dozens of tools, watch YouTube tutorials, or figure out which of the 1,000 automation platforms is actually right for you.

So you keep doing things manually. Tracking clients in your head. Sending follow-ups when you remember. Managing your calendar through text messages.

It works... mostly. But you know there's a better way. You just don't know what that way is.

The Small Business Systems Audit gives you clarity.

Here's what you get:

A 60-minute deep-dive session where I learn how your business actually runs-not how it should run in theory, but how it works in the real world
A written report with prioritized opportunities—what to do first, second, and third
Specific tool recommendations that fit your budget and tech comfort level
A delivery call where I walk you through everything and answer your questions

Think of it like getting a blueprint before building a house. You'll know exactly what to build and in what order.

Here's how it works

Free Call

Book a 15-minute call so we can chat about your business and see if this is right for you.

Questionnaire

If it's a fit, you'll complete a detailed questionnaire about how your business runs.

Discovery Session

We meet for 60 minutes so I can learn everything about your workflows and goals.

Delivery

You receive a written report plus a call where I walk you through the findings.

Is this right for you?

The Small Business Systems Audit is designed for:

Solopreneurs and small business owners (up to ~10 people)
Service-based businesses (consultants, coaches, trainers, contractors, creatives)
Running on basic or no systems—maybe just calendar, email, and spreadsheets
Spending more time on admin than the work you love
Know you should be doing more with technology but overwhelmed by options

This is probably not for you if...

You already have systems in place and need to fix a specific broken workflow (check out our AI Systems Audit instead)
You're looking for someone to set up and implement tools for you (this is discovery and recommendations, not done-for-you)
Your business is pre-revenue or pre-launch (no real workflow to audit yet)
You need enterprise-scale solutions (100+ employees, complex compliance)

What this is NOT

This is a discovery and recommendation service—not implementation. I won't be setting up your tools or building systems for you during this engagement.

You get the blueprint. You decide what to build and when.

(If you want help implementing, we can discuss that separately after the audit.)

Frequently Asked Questions

Who is this for?

Solopreneurs and small business owners who are running on basic or no systems—maybe just calendar, email, and spreadsheets. You know you should be doing more with technology but you're not sure what.

What do I actually get?

Before our free call (to make sure it's a fit), you'll complete a detailed questionnaire. Then we have a 60-minute deep-dive session where I learn how your business runs. I analyze everything and create a written report with prioritized opportunities and specific tool recommendations. Finally, we meet again so I can walk you through the findings and answer your questions.

How long does this take?

You'll have your detailed report in hand in five business days. The deep-dive session is 60 minutes, and the delivery call is typically 30 minutes.

Will you implement the recommendations for me?

Not as part of this service. The audit gives you the roadmap. If you want help implementing, we can discuss that as a separate engagement after the audit.

What if I don't implement anything?

The report is yours to use whenever you're ready. Some clients implement immediately, others use it as a reference when they hit a growth stage. The value is in having clarity about what you need—you decide when to act.

How is this different from your AI Systems Audit?

The AI Systems Audit ($2,750) is for businesses that already have systems in place and need to optimize a specific broken workflow. The Small Business Systems Audit is for businesses starting from scratch who need to figure out what to build first.

Stop Guessing Which Tools You Need