Operations Audit
Your Roadmap To A Streamlined, Scalable, and Sustainable, Business
Our Operations Audit, also known as ‘The Assessment,’ goes beyond the surface to unveil the inner workings of your organization. We leave no stone unturned in our comprehensive and in-depth diagnostic process. Our primary objective is to identify opportunities for improvement in your internal, revenue, and marketing operations, ensuring that your operations not only run smoothly and effortlessly but also lays a solid foundation for scalable growth…Orgasmic Operations®.
We conduct a thorough analysis of your current workflows, processes, tech stack, and documentation, targeting areas critical to your business’s growth. This extensive assessment allows us to provide you with a highly sophisticated breakdown of existing challenges and potential future obstacles. Through our Operations Audit, we leverage our expertise to tackle known unknowns—the gaps you are aware of—and uncover unknown unknowns—the hidden obstacles that may hinder your progress. This comprehensive approach culminates in a tailored roadmap and actionable next steps.
Here are some of the focus areas we audit on. Specific focus areas depend on the revenue model of the company we are auditing:
- New hire onboarding and training
- Project Management
- Team Communication
- Knowledge Management
- CRM
- Customer Journey
- Sales Process
- Client/Customer Onboarding
- Fulfillment
- Retention
- Tech Stack + Automations
- Email Marketing
- Content Marketing
How the Assessment Works
Step 1:
Book It!
After your consultation call, make your payment, and book your Assessment.
Step 2:
Prep It!
Before your Assessment, we’ll hop on a 60 to 75-minute prep call where we talk about everything: your business goals, hopes, dreams, and desires, as well as where your current systems are chafing, your business bottlenecks, and more. You’ll also give us access to your tech stack so we can see exactly what’s going on behind the scenes.
Step 3:
Assess It!
We’ll work our magic, diving deep into every crevice of your business. Coming at your operations from every angle, we’ll figure out exactly what’s missing, what’s not working, and what you need to get to where you want to go.
On average, it takes us between 2-5 business days to complete our findings.
Step 4:
Debrief It!
We’ll send you all of our findings so that you can have about a week to digest the content before we hop on a debrief call.
We’ll walk you through all of our findings, including which systems we recommend you work on first, why, and the tech we think is best suited to your user needs and business goals and more.
It is that simple.
What's Included in the Assessment:
- Interviews with key team members—Chatting with your key team members will allow us to 1) understand the deeper nuances of what’s going on behind-the-scenes and 2) gather insights and how they could be combined with our solutions and recommendations.
- Audits of core systems and how they can be improved (if applicable)—Project Management, Client Onboarding, Team Communication, New Hire Onboarding + Training, etc.
- Tech Stack Audit—Looking at how your apps and automations work together where things could be improved for more efficient streamlining.
- Your Operations Focus Theme and Business Blueprint—A high-level visual of your business, key systems, and how they interconnect based on our recommendations for what a lean and efficient business looks like for you.
- Operations Strategic Roadmap—We take your Business Blueprint and lay out the exact systems in prioritized order of what should be focused on and when.
- Key Standard Operating Procedures (SOPs) to Create—Documentation based on your Business Blueprint that will instrumental in executing each system.
- Potential Future Operations Problems—You don’t know what you don’t know; we’ll look into the future to help you be aware of potential roadblocks and what to do about them.
- Metrics and KPIs to Track to Measure Your Ops Effectiveness—Creating process improvement protocols has never been easier!
Book Your Assessment Now!
begins at $5,000.00 USD
*actual invoice depends on business complexity, teams, etc.
The Assessment is perfect for you if:
- You’ve experienced exponential growth or are preparing for a huge surge in growth and want to confidently handle it without having to put the brakes on your business.
- You want to increase revenue, but you keep running into a capacity ceiling that limits your growth potential.
- You’re ready to turn up your marketing efforts and book more clients, but you’re already struggling to keep up with the ones you have, leading to missed opportunities.
- You recognize the importance of operations but have no idea what that looks like or what the right investments are for you and your team.
- You desire a clear and actionable path that connects where your business stands now to where you envision it to be.
The fastest way to tackle known unknowns & unknown unknowns.
The Assessment is your roadmap to scalable, sustainable, orgasmic operations. We’ll lay out everything you need to start feeling confident you can hit your business goals, rely on your team, and deliver work that makes a difference. All with complete and total ease.
Start building your Orgasmic Operations® today.
